Recare workflow

The following is a summary of the workflow for recare appointments:

1. Set up recare types (global).

   Note: Ensure that the intervals and attached procedures are correct and that the Primary Recare Type checkbox is selected if applicable (automated text and email messages and online booking use only primary recare types).

2. Schedule an appointment (for an existing or a new patient) with a recare procedure selected.

3. During check-in, you can update the patient's recare (if attached). If the desired recare is not attached to the patient's record, you can add it; but manually attaching recare is not necessary. When you post a completed procedure that is associated with a recare type (such as when you are completing an appointment), Dentrix Ascend automatically attaches the corresponding recare to the patient's record, if it is not already attached, using the default settings for that recare type.

4. In the progress notes or on the routing panel, post the recare procedure that is schedule for today. Alternatively, you can wait to post the recare procedure as part of the process of completing the appointment.

   Notes:

   • Posting a recare procedure updates (advances) the due date of the corresponding recare type attached to the patient and causes that recare type to become unscheduled for that patient unless that patient already has an appointment for the same recare procedure scheduled in the future; in which case, the corresponding recare type attached to the patient does not change.

   • If the status of a recare type attached to a patient becomes unscheduled, Dentrix Ascend will present you with the opportunity to schedule the next recare appointment for the patient after you complete his or her appointment for today.

   • When you post a recare procedure, if the corresponding recare type is not already attached to the patient's record, Dentrix Ascend automatically attaches the correct recare type to the patient's record with the default settings. You can update the patient's recare as needed before you complete the appointment (use the Add New Recare button in the Checkout section of the routing panel).

5. To schedule the next recare appointment before completing the appointment, in the Chair or Checkout section of the routing panel, expand the Schedule Recare task, click (or tap) the Unscheduled link next to the correct recare type, and then schedule the recare appointment.

   

   Alternatively, you can wait to schedule the next recare appointment until after you complete the current appointment.

6. On the routing panel or on the appointment information panel, complete the appointment (change the appointment's status to "Complete"), and finish any incomplete tasks for the appointment as applicable.