Tuesday, July 4, 2017

Finding Patients Not Attached to Continuing Care

Updated 10/7/2019

Occasionally, patients who haven’t been in for a while will call to schedule an appointment, and they’ll tell you they didn’t receive any kind of reminder that they were due for a cleaning. This usually happens when the patient isn’t attached to continuing care in Dentrix, so Dentrix can’t track when that patient is due. You can prevent this by generating a list of patients who haven’t been attached to continuing care.

To find patients not attached to continuing care:
  1. From the Continuing Care module, click Views > Temporary View.

  2. In the Type group box, select the continuing care type you want to focus on, and select Without CC. Leave all other settings at the default and click OK to generate a list of matching patients.
Additional Tips
  • Once you have generated a list of patients who aren't attached to a continuing care type, you can easily manually attach that type to the patient. Select a name on the list and click Edit > Selected Patient's Continuing Care. Select the type you want to attach to the patient, and click Set. Set the continuing care options as needed and click OK.
  • To learn more, read Accessing the Continuing Care List in the Dentrix Help.

Take the online Dentrix Continuing Care Mastery course to learn more about setting up and maintaining your continuing care system. Log in to the Dentrix Resource Center,and follow these steps:

  1. In the Get Your Training section, click Enter.
  2. Click Register to create your learner account, or log in if you already have one.
  3. Then, under Study for Mastery, click Courses and select the Continuing Care Mastery course.

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