Each Dental Intelligence module has its own Patient Card. Patient card features and functionality differ between modules.
This article covers the Analytics Patient Card, which is part of the Analytics Module and is only accessible from the Analytics-Only portal.
The Treatment Plan section on the Stats tab of the Analytics patient card displays all treatments from the patient's Treatment Planner in your practice management software.
Each procedure shows the priority as set in your practice management software
Priority methods vary by software
If no priority is shown, it likely hasn't been set in your practice management software
Below is clarification around how we determine priority for each Practice Management Software.
PMS Type | How Priority is Determined |
Dentrix | Dentrix uses two concepts related to priority. They use what is known as “Case Severity” which identifies if the case is an “Immediate, Eventual or Optional”. While this could be useful information, few practices use this option. It also applies the “Severity” to all procedures within the Treatment Plan and cannot be separated by procedures within the TP. Dentrix also has what is called "Treatment Plan Procedures to Visits" This allows the user to assign the procedures found in the Patient’s Treatment Plan an appointment number. Meaning they can identify if a procedure should be performed on the first appointment, second appointment and so forth. We display the appointment assignment as the priority and will no longer be using Case Severity to identify the Priority. |
Open Dental | Open Dental uses the concept “Treat Plan Priorities” which determine the priority options available to assign directly Procedures found in the Patient’s Treatment Plan. The practice users can assign a priority to a procedure as well as set the order of priorities. These priorities can have a text color which we currently are NOT using but looking into this for future development. We do however display the priority number. |
Eaglesoft | Eaglesoft uses the concept of “Phase Numbers”. Similar to Open Dental, when the user enters a procedure in the Patient’s Treatment Plan, the user has the ability to identify the Phase Number. They can have multiple procedures with the same Phase Number. We display this Phase Number as the priority. |
Fuse | Fuse uses the concept of "Stages". This is similar to Eaglesoft as multiple services can be added to specific stages and adjusted as necessary. We display this Stage number as the priority. |