Tuesday, May 8, 2018

Changing the View Start Date for Continuing Care Lists

Updated 4/27/2020

Did you know you can easily change the date range you are viewing in the Continuing Care module without creating a new or temporary continuing care view?

For example, if your office has been closed due to COVID-19 since the first week of March and you want find the patients who were due for continuing care in the three months since then, you can generate a list of those patients using the default Next 3 Months view by changing the start date of the view to March 1.

So rather than seeing the next three consecutive months based on today's date, you will see patients due in the three months following the date you set.

Here's how:
  1. From the Continuing Care module, click Views > Next 3 Months. The list will load showing results based on the current date.
  2. Click File > Date Setup, and use the arrows to navigate to the desired start you want the view to start with, and click OK. The list will re-load and reflect the new date range

Additional Tips
  • Beneath the menu bar in the Continuing Care module, Dentrix displays the name of the loaded view on the right, and the date range on the left.

  • You can easily reset the view start date back to the current day by closing the Continuing Care module and reopening it.

No comments: