4 Exams/Consults

The Exams Check List ensures that you have everything you need prior to the patient’s appointment to create a treatment plan and contract. This must be completed for a patient before advancing to the next phase of Treatment Recommended.

For example, once you've added the patient, send a new patient information form:

Click on each item within the Exam Check List to open the respective screen to complete the task or update details. Once details have been provided and saved for an item, the checkbox for that item will be marked as completed. When the check List is completed the patient's name displays in green.

Select the exam outcome for the patient if they are not proceeding to treatment. 

Based on the outcome selected, the patient status changes. If the exam outcome is Inactivated or NoTxIndicated, the patient will move to the Closed Phase.

Otherwise, once all items are complete, clicking on the Tx Recommended button will move your patient to the Treatment Recommended Phase with a status of Scheduled for Consult.