Before you start using the Dentrix Enterprise continuing care system, you must do some setup to get your continuing care program up and running.
To get started with continuing care
Set up continuing care type defaults.
Take some time to sit down as an office and define what is to be tracked. Then, add or modify existing continuing care types to meet the needs of your practice.
Assign continuing care types to procedures.
Dentrix Enterprise can automatically assign continuing care types to patients when they have certain procedures completed. Additionally, Dentrix Enterprise will automatically update continuing care due dates when those procedures are completed. You will need to assign continuing care types to the procedures you want to use in this manner.
Customize your Continuing Care view.
Your practice will have a specific way to organize or sort your list of continuing care patients. You can set up Continuing Care views to create many different ways of looking at continuing care information.
Customize patient continuing care defaults.
For the next few months, when a patient schedules a continuing care appointment, take a minute to set up his/her continuing care defaults in Family File. Theoretically, within six months, you will have set continuing care defaults for every active patient in your continuing care program.
Attach continuing care to appointments.
From this point forward, when a patient schedules a continuing care appointment make sure you attach the appropriate continuing care type to the appointment.