Adding recare types

You can add recare types, which you can attach to patients' records to help you track recare appointments for those patients. Dentrix Ascend comes with the most common types already setup, but you can create your own recare type or customize an existing type to suit your preferences. You can use the recare types that you set up to attach recare to patients, using a default interval; however, you can change the interval on a patient-by-patient basis.

Note: Recare types are global (available to all locations across your organization).

To add a recare type

1. On the Settings menu, under Patient Care, click (or tap) Recare.

   The Recare Setup page opens.

2. , click (or tap) Create New.

   

   The options for adding a recare type become available.

   

3. Enter a name for the recare type, and set up the other options, such as the interval and associated procedures, as needed.

   Set up the following options:

   • Type - Enter a name for the recare type.

   • Description - Enter a description for the recare type.

   • Interval - Enter a number, and select Weeks, Months, or Years to specify how often a patient with this recare type attached to his or her record should be seen for this type of recare.

     Each time you complete a recare appointment, the due date for the corresponding patient's next recare appointment (of the same recare type) advances by the specified interval.

   • Primary Recare Type - If an appointment is typically scheduled around this recare type (for example, a cleaning), select this checkbox. If the procedures that you associate with this recare type are typically additional services that accompany a primary type (for example, X-rays), clear this checkbox.

     Notes:

     • Only primary recare types can trigger automated text and email messages for recare reminders.

     • Only primary recare types are available for use with online booking.

     • When you are completing appointments, the scheduling of recare is required only for primary recare types. This appointment task is required only for locations that have been set up to track compliance with the patient checkout workflow.

   • Procedures - Add the procedures that you want to associate with this recare type. Begin typing a procedure code or description, continue typing as needed to narrow the results, and then select the desired procedure from the list. Repeat this for as many procedures as you want to associate with this recare type.

     If you associate a procedure with this recare type, when you complete an appointment for the specified procedure, and if the recare type is not already attached to the record of the patient for whom the appointment was scheduled, a message will appear and allow you to choose whether or not you want to attach recare to the patient's record.

4. Click (or tap) Save.