Dentrix Magazine Q2 2016 Jul. 2016 | Page 19

FOLLOW A L O N G U S E T H E F O L LOW I N G S T E P S I N YO U R D E N T R I X SYS T E M S O YO U C A N F I N D A N D C O R R E C T T H I S P R O B L E M I N YO U R P R AC T I C E . F O R T H I S E X A M P L E WE WILL USE THE PROPHY CONTINUING CARE T Y P E , B U T YO U C A N A DA P T T H E S T E P S F O R OT H E R C O N T I N U I N G C A R E T Y P E S A S W E L L . STEP SET UP A VIEW IN THE CONTINUING CARE MODULE 1 T H AT S H OW S A L L PAT I E N T S W I T H O U T T H E P R O P H Y C O N T I N U I N G C A R E T Y P E A S S I G N E D. The Continuing Care module is the Dentrix tool that allows you to search your continuing care system. The Continuing Care module uses report filters (called “views”) to search your Dentrix database and create a list of patients that match the criteria of the view. Dentrix comes with several views already set up, but you can create additional views as needed. To create a new continuing care view you can use to find patients without continuing care assigned, from the Appointment Book, click the Continuing Care button. In the Continuing Care module, click Views > Continuing Care Views Setup, and then click New. In the New Continuing Care View dialog box (Figure 1), set up the following information in the view: • Call the view “Without prophy.” • Select the prophy continuing care type in the Type menu, and select Without CC. • Set the Last Visit Date Span fields from to . Figure 1 Set up a view in the Continuing Care module to show patients without the PROPHY type attached. Click OK to save the view, then click Close to close the view setup. DENTRIX MAGAZINE | 15