How to Add an Ortho Treatment Status and a Model Box Number to a Patient Record

The Patient Record contains entry fields specific to Orthodontic patients that can be used to classify, track, search, and generate Patient List reports based on specific orthodontic criteria.

Use the Patient Record Control section of the Patient Record to select the Current Ortho Treatment Status and add the patient's Model Box Number. 

Current Ortho Treatment Status

Enter the patient's Current Ortho Treatment status to classify groups of patients by categories of treatment, enabling you to generate patient list reports by treatment status. This status is also a merge field in the Correspondence template, to better facilitate direct communication (Administration > Templates > Correspondence Templates).

Note:  You can update a patient's Ortho Tx Status from the Patient Record, or by clicking on it from the Orthodontic Clinical Summary or anywhere it is displayed, such as the Patient Snapshot or Patient Home screen.

Model Box Number

Enter the patient's Model Box Number to link the patient records in Sensei Cloud to the physical casts and model boxes maintained in your office. This enables you to execute a patient search using the Model Box Number, and use this data to generate patient list reports.

Once defined, these fields are displayed on the Patient Record, Home view, and in the Patient Snapshot.

To add an Ortho Treatment Status and a Model Box Number:

1. From the Patient Record tab, select Edit Patient Record to activate the entry fields.
   Note: These fields are not displayed for the patient unless entries are made.
   
2. Select the patient's Current Ortho Treatment Status.
   
3. If applicable, enter the patient's Model Box Number. This enables you to  identify and locate the patient's physical casts and model boxes stored in your practice. 
   Note: Whenever the model number is changed, you are prompted to confirm the action.
4. Click Save Patient.

Reporting

The Current treatment status (Ortho Tx Status Name), Ortho Recall Date and Model Box Number fields can be used when generating Patient List Reports (Dashboard > Reports > Patient List > Select New Report).

For more information, see How to Generate Patient List Reports.