View milestone dates - Open the Milestones
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Last Dental Visit - This is the date the patient had a visit to the dentist for cleaning and checks.
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Next Dental Visit - This is the date the patient is due for a regular dental check-up. This date appears in the Patient Summary of the patient's Treatment
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Dental Visit Cycle - This is the optimum number of months between regular dental visits for this patient.
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Last Progress Report - This is the date the patient had a treatment progress evaluation at your office.
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Next Progress Report - This is the date the patient is due for a treatment progress evaluation at your office.
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Progress Report Cycle - This is the optimum number of months between treatment progress evaluations for this patient.
Respond to milestone reminders -
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Update dental visit dates - When the patient is past due for a dental visit, the reminder message includes the name of the patient's dentist, along with the anticipated scheduled date from the Milestones panel of the patient folder. If you know the date of the patient's last dental visit, enter it in the Actual Date field and click Update. This becomes the Last Dental Visit date on the patient's Milestones panel.
You are then prompted to enter the next time the patient should visit the dentist. The default date is calculated according to the last visit date you just entered, and the patient's dental visit cycle (from the Milestones panel of the patient folder). After selecting a date, click Update. This date becomes the Next Dental Visit date on the patient's Milestones panel, and the reminder does not appear for the patient again until that date becomes due.
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Update progress report dates - When the patient is past due for a progress evaluation, you see a reminder message that includes the date of the patient's most recent panorex, along with the anticipated scheduled evaluation date from the Milestones panel of the patient folder. If you know the date of the patient's last progress report (or if you are performing the evaluation at that time), enter it in the Actual Date field and click Update. This becomes the Last Progress Report date on the patient's Milestones panel.
You are then prompted to enter the next time the patient should have a progress evaluation. The default date is calculated according to the last report date you just entered, and the patient's evaluation cycle (from the Milestones panel of the patient folder). After selecting a date, click Update. This date becomes the Next Progress Report date on the patient's Milestones panel, and the reminder does not appear for the patient again until that date becomes due.
You can also automate updating the progress report dates with a workflow. See "Set Up Workflow Activity Properties" for details.
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Ignore reminders - If you click Close without updating Milestone dates, the reminder message will continue to be displayed whenever you appoint the patient, as long as the dates remain in the past.
