Updated 8/23/2019
A frequent question from customers calling our Support department is this:
“I am trying to delete a continuing care type our office doesn’t use but Dentrix displays a message stating that there are patient’s attached to the type so I can’t delete it. I ran a report from the Continuing Care module and don’t see any patients attached to that type. What’s going on?”
If an inactive or non-patient has been assigned the continuing care type you want to delete, then Dentrix won’t allow you to delete the type. In addition, inactive and non-patients don’t show on the continuing care list generated from the Continuing Care module. You can identify any inactive or non-patients assigned to a continuing care type by using the Dentrix List Manager.
- From the Office Manager menu, click Letters & Custom Lists > Misc.
- Select Patient Report (by filters) from the list of letters and then click Edit.
Note: Because Dentrix remembers settings from the last time the Patient Report (by filters) was used, you’ll need to manually clear the filters in any of the used fields. To reset a filter, click the search button (>>) for the field, and then click Clear and OK. - Once you have cleared all previous filters, in the Status group box, make sure that the Patient, Inactive, and Non-Patient options are all checked.
- In the Data Fields box, expand the Patient option and check the items that you want in the list of patients you will generate.
- In the Continuing Care field, click the search button (>>) to open the Select Continuing Care Ranges dialog box.
- From the list, select the desired Continuing Care Type you want to find patients attached to.
- Leave the Due Date and Prior Treatment group boxes blank.
- In the Include group box, select All.
- Click OK to return to the Letter or Custom List Setup dialog box
- Click OK to return to the Miscellaneous Letters & Custom Lists dialog box.
- Click the Open List Manager button. The Dentrix List Manager window opens and shows patients (including inactive and non-patients) attached to the continuing care type(s) you selected.
- Use this list to clear continuing care types from patients. Once you have cleared the type from all patients, you will be able to delete the continuing care type.
For more information on how to delete a continuing care type, please see the Deleting a Continuing Care Type topic in Dentrix Help.