flagging patients who are due for a medical history update
We like to have an updated medical history for every patient every 2 years. Other than pulling every single chart to check for when the last update was done, it would be nice to have a place on dentrix to mark when they are due for a new med history update. The flag could come up on the patient chart just like when they are due for prophy or x-rays.
Sorry, Just noticed your request for expanding on the solution we use. It is what Jamie has listed. It works really well. I created a continuing care in the pt family file listed as medical update. You can set up your own and have it default to whatever time frame you want. We make sure that each appointment when it comes up as due in the continuing care has a code for medical update so when you close out the appointment it auto updates, just like prophy or exam. I hope this helps.
Jamie F commented
in the family file where the continuing care is we added a medical history to be updated every two years
There is already a box you can check mark at the bottom of you appointment dialogue box!
Amanda - could you expand on your solution please.
We added a continuing care button for the medical update. That way it tells us. We updated everyone as they came in, so it took a bit of time, but now everyone is on schedule and we need only look at their cc to see if they are due.