Configuring orthodontic treatment settings

As needed, from the following areas of Dentrix Ascend, you can customize status and visit options for managing orthodontic treatment:

• From the Orthodontic Settings page (which can be accessed from the Settings menu of Dentrix Ascend).

• On the Ortho tab in any patient's clinical record.

Notes:

• The Orthodontic Settings menu option and Ortho tab are available only if you have purchased the Orthodontics package. The Orthodontics package is an add-on feature that you can purchase separately from your Dentrix Ascend subscription. If you do not see the Ortho tab, contact your Henry Schein One account representative.

• The orthodontic treatment settings are organization specific (they apply to all patients in all locations) even if you configure them from the Ortho tab of a patient's clinical record.

To configure orthodontic treatment settings

1. Do one of the following:

   • On the Settings menu, select Orthodontic Settings.

   • Click (or tap) SETTINGS on the Ortho tab of any patient's clinical record.

     Do the following:

     1. If a patient is not already selected, use the Patient Search box to access a patient's record.

        

     2. On the Patient menu, under Clinical, select Orthodontics.

        The patient's clinical record opens with the Ortho tab selected.

     3. Click (or tap) SETTINGS.

        

   The Ortho Settings page opens.

   

2. For each option that you want to edit (such as Treatment Status), do the following:

   1. Click (or tap) the pencil icon in the Action column.

      A dialog box appears.

      

   2. Add, edit, reorder, or delete items for the list.

   3. Close the dialog box.

3. If you accessed the settings from a patient's clinical record, to return to the Ortho tab, expand the JUMP BACK TO menu, and then select ORTHODONTICS.