Under the status menu in the family file. I think there should be other options.
Inactive-Pt Unhappy/Switched Dentist
Pt on Hold- Getting new Ins/Job
This would make it easier for tracking.
Stephanie Keeley commented
I like it, I think it would be nice to be able to make custom ones, so whatever you decide works for your office. We would love one that says DO NOT SCHEDULE for new patients who never showed or someone who never paid, etc. You can make an alert, I know, but our old staff used so many alerts for unnecessary things they are basically ignored in our office. So to have another place for things like that to show up. It would make it easier to see at a glance rather than reading through alerts and notes in the family file.
You can do this in definitions. Add to "apt status".
I agree good idea
I agree with Brian. This is surely something that could be tracked elsewhere. If it, or anything like it were to ever be implemented, I hope it would be user defined rather than built into the software.
Brian Schaefer commented
I don't like the idea. This is what the patient info box on the family file is for. Keep status clean. Archive deceased patients and those who are done with your practice. Active status= active in recall. Inactive are those who still show up ever so often, but due to past financial or personal behavior, can not be trusted to keep appts and non-patients are just that.
I agree with this post. I also think there should be a "deceased" option.
We created "codes" in our Procedure Category "Other" so those types of things are posted to the ledger when a pt leaves the practice.
Michael Armijo commented
I agree with your post. We created procedure codes for the items you mentioned under 'other' and when I look at the monthly and yearly production per procedure code, I can at least see how many we inactivated because of ins change, moved, etc. I know it does not help in the family file :(
Antigo Dental Clinic commented
Our go around for this issue is we make fake accounts under "Referred to" 1. Transferred to another dental office; 2. Relocated out of area; 3. Miss You Letter; 4. Dismissal Letter. This way when we inactivate patients, we pick a "Referred to" to mark reasoning. Really easy to run "Referred to" report and see list of patients who transferred, relocated, etc. Make sure to put #'s if front of reasoning when creating because then these options are always listed on top of "referred to" list to chose from. Hope this makes sense.