Patient Appliances & Milestones

Use the Milestones panel of the patient folder to manage dental visit cycles, progress evaluation cycles, appliance laboratory and consultation activity, and other milestone events for the patient.

How to Get Here

Patient Folder Home Page  Milestones panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)

Use This Feature

Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded. See "Patient Home Page" for details.) You can expand, collapse, and move the information panel as needed. Some features of this panel only function when the panel is expanded.

Dental Visit & Progress Evaluation Milestones - Use the Milestones panel to review the dental visit and progress evaluation milestone dates for the patient. You can manually change the dates as needed, but most are updated automatically as you schedule patient appointments or work with the treatment chart. Note that you can optionally award patient reward points for compliance when the dates are updated. See "Manage Milestone Reminders" for details.

 

Patient Appliances - You track the type of appliances sent for consultation or service, along with their service locations and dates in the Appliance fields of the Milestones panel of the patient folder. You can optionally assign and use barcodes to facilitate the tracking process. These fields work in conjunction with your Appliance Tracker to fully manage patient appliance service. See "Manage Patient Appliances" for details.

 

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Other Patient Data - Use the additional fields of the Milestones panel to record additional dates pertaining to the patient's treatment at your office.

 

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• Computer entry - This field is automatically generated when you first create the patient folder, and cannot be changed.

• Dismissal - Enter the date the patient is dismissed from treatment at your office. (Use the Procedure editor to set up an auto-event that automatically updates this date when a specific appointment procedure is processed as Kept.)

• Transfer In / Transfer Out - Enter the transfer dates for this patient, if required. The dates are used mostly for statistical purposes.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

• Patient Folder Panels
  • Alerts
  • Appointments
  • Correspondence
  • Family
  • Financial Info
  • Findings
  • Milestones Panel (Appliances, Reminder Cycles, Milestone Dates)
  • Notepad
  • Patient Information
  • Transactions

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