Tuesday, August 13, 2019

Keeping Patient Health History Accurate with the Inactivated Date

Do you have patients with health history items that should only be active for a certain time period? For instance, a patient may have been assigned the Pregnancy medical condition; however, that condition was assigned to her 14 months ago, and she is no longer pregnant.

Wouldn't it be nice if Dentrix would automatically inactivate it, without you having to do it manually? With Dentrix G7.2, you can set a date in the future for when a health history status will be set to Inactive. You can set inactivated dates for medical conditions, allergies, and/or patient-reported medications.

To add an automatic inactivated date to a new health history item:
  1. Open the patient's health history by clicking the Health History button.
  2. Click the Add button and select the type of item to be added (Medical Condition, Allergy, or Medication) from the drop-down list.
  3. As needed, set the Reported Date and Start Date.
  4. In the Inactivated Date field, set a future date for when the item's status should change to inactive.


  5. Use the search button (>>) to select a specific condition, allergy or medication.
  6. As needed, select Show as Critical and/or Display Pop-up Alert for this Patient and enter a note if needed.
  7. Click OK to review the warning message, and click OK to save.

Bonus Tips

If you've already created a health history item for a patient, and need to add an Inactivated Date, you can always edit that entry and set an inactivated date for it.

When you set an inactivated date for an item, the future date displays in the Inactivated Date column. This provides you an easy way to view if and when an item will be inactivated. 


Helpful Hints

  • The inactivated date remains editable until the scheduled date for inactivation, meaning you can change or clear the date up until the date set.
  • To clear an item's inactivated date, click the "X" to the right of the date field, then click OK. The item will no longer be automatically inactivated, and the date is removed from the Inactivated Date column in the main Heath History window.
  • Inactivating an item is permanent; however, it can still be viewed in the patient's Health History. By inactivating an item rather than deleting it, you maintain an accurate, comprehensive patient record that you can refer to at any time.
  • Setting the inactivated date to a date in the past, or as today's date, will result in the item instantly being inactivated when you click the OK in the warning message.
For more information, read the article titled, You Asked For It! Patient Health History in Dentrix from the Dentrix Magazine online archive. 

For details about this and other new features, visit the Dentrix New Features website to find videos and other helpful information.

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