Updated 10/7/2019
Occasionally, patients who haven’t been in for a while will call to schedule an appointment, and they’ll tell you they didn’t receive any kind of reminder that they were due for a cleaning. This usually happens when the patient isn’t attached to continuing care in Dentrix, so Dentrix can’t track when that patient is due. You can prevent this by generating a list of patients who haven’t been attached to continuing care.
To find patients not attached to continuing care:
- From the Continuing Care module, click Views > Temporary View.
- In the Type group box, select the continuing care type you want to focus on, and select Without CC. Leave all other settings at the default and click OK to generate a list of matching patients.
Additional Tips
- Once you have generated a list of patients who aren’t attached to a continuing care type, you can easily manually attach that type to the patient. Select a name on the list and click Edit > Selected Patient’s Continuing Care. Select the type you want to attach to the patient, and click Set. Set the continuing care options as needed and click OK.
- To learn more, read Accessing the Continuing Care List in the Dentrix Help.