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Attaching continuing care types manually

If you are seeing a continuing care patient, you should attach a continuing care type to the appointment. If you attach a continuing care type to an appointment reason, Dentrix attaches the appropriate continuing care types automatically.

To attach a continuing care type to an appointment

1.   Double-click the appointment that you want to attach a continuing care type to.

The Appointment Information dialog box appears.

2.   Clear Use Reason to Auto Update CC.

Note: Dentrix attaches the appropriate continuing care types to appointments automatically if you attach the appointment reason, such as Prophy - Adult, to a continuing care type and select Use Reason to Auto Update CC.

3.   Click the Continuing Care search button.

The Patient Pending C. Care dialog box with a list of all continuing care types for that patient appears.

4.   Select the continuing care types that you want to attach, and click OK.

Notes:

·        When you select Use Reason to Auto Update CC and then select a procedure attached to a continuing care type that is not set up for the patient, a message appears asking if you want to set up this type for the patient using the default settings. Click Yes to set up the continuing care type automatically.

·        If the continuing care type you need is already attached to another appointment, a message appears asking if you want to attach the continuing care type to the current appointment. Click Yes to attach it to the current appointment.

·        If you want to create Continuing Care appointment reminder cards, you must attach Continuing Care to an appointment.