Tuesday, October 16, 2018

Viewing Case Status History in the Treatment Planner

A dental practice is made up of hundreds of individual patients, each with (give or take) 20-30 teeth in their mouths. And even if you only plan treatment for a fraction of these teeth, that’s a whole lot to try and remember without a little help from Dentrix.

That’s where the case status history in the Treatment Planner comes in. While a provider may remember a patient’s name in between routine office visits, it may be harder to remember specifics about treatment recommendations, such as why certain procedures were accepted or rejected by the patient, especially when they are only in your office a couple of times per year.

With a patient’s case status history, you can see the dates and reasons for changes to their treatment case statuses (as long as your providers are diligent about adding comments when a status is changed).

For example, if the doctor has some questions about why a patient did not accept his original recommended case, he can get the answers he is looking for by looking at the case status history.

To view the case status history:
  1. In the Treatment Planner, select the treatment plan case to view and click the Case Status History button.


  2. To see more information about a case status change, point to the comment with your mouse. A pop-up appears showing the entire comment for the status change.



For additional information, read the Updating Case Status and Viewing Case Status History topics in the Dentrix Help.

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