Patient Assignments

You can assign specific providers to patients, and if necessary, assign additional providers to a patient, such as hygienists, or secondary providers, then designate a primary provider. This eliminates the need to review patient needs and provider requests beforehand.

Note: For privacy and security of patient information, students must be assigned to a patient before they can access the patient record. This restriction is not in place for non-students.

Assigned providers maintain the same primary dental provider for a patient and help ensure continuity of care. Assignments limit a student’s patient load, and allow them to learn patient follow-up procedures. As students graduate, provider assignments end, and new providers assignments begin.

You can also assign additional providers to a patient.

Examples: Hygienists or secondary providers that work in pairs or small groups.

If patients require treatment from non-primary care providers, treatment-specific assignments can be added, restricting the providers to certain procedures.

Note: All assigned providers display in the Patient Info window > Personal tab and in the Patient Card window.

A manager is assigned to a patient to oversee and supervise without performing treatment.

You can assign specific managers to patients, and if necessary, assign additional managers to a patient and designate a primary manager.

Note: All assigned managers display in the Patient Info window > Personal tab and in the Patient Card window.

A faculty member is someone who instructs dental students, and facilitates the relationship between the patient and provider.

Example: When a patient comes in for ortho care, the process often takes several years. Because the original provider may graduate before treatment is complete, a faculty member is assigned to the patient to ensure continuation of care between old and new providers.

You can assign specific faculty to patients, and if necessary, assign additional faculty to a patient and designate a primary faculty member.

Note: All assigned faculty display in the Patient Info window > Personal tab and in the Patient Card window.