Updated 3/29/22

When setting (or editing) a patient’s continuing care, you can assign a default provider for the continuing care type. Hygienists can assign themselves to be the default provider for specific continuing care procedures they typically perform.

For example, if a hygienist performs scaling and root planing on a patient, she can assign herself to be the default provider for that patient’s perio maintenance. The patient will have a better experience when they return for perio maintenance because they are receiving consistent care from the same provider.

This customization when assigning a continuing care type to a patient is also helpful in practices where hygienists are paid on production. By assigning themselves as the default provider for their patients’ continuing care types, the hygienist can help ensure that her patients are being scheduled for appointments with her and not with another hygienist.

To assign a default provider, select a patient in the Family File and double-click the Continuing Care block.  Select a continuing care type, and click Set if you are setting up continuing care for the first time, or click Edit if you are making changes.

In the Provider group box, select a provider for the continuing care type. Prov1 and Prov2 are the patient’s default providers in the Family File. To select a specific provider, mark the Spec option and select from a drop-down list.

For additional information, see a previous post titled, Assigning a Specific Provider for Continuing Care.