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.

To manage patient providers:

1. Open the Provider Assignments window using one of the following options:
• Right-click a patient in the selection list and select Provider Assignments.
• Select a patient > Patient Info window > Personal tab > Providers....



2. (Optional) To view existing provider details, select a listed entry.
3. To perform another task, complete any of the following:
Add Assigned Providers

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

Field	Description
Patient	The name of the selected patient. Note: If an overdue condition () icon is present next the Patient field, it indicates that something associated with the patient is overdue and must be dealt with. This may impact which provider you assign.
Provider	Click the ellipsis to select a provider being assigned to this patient.
Start Date	Enter the date that this assignment will start. Note: Student providers are unable to view the patient’s record until this date.
End Date	Enter the provider’s expected graduation date. Note: If another provider will take over the patient, enter that date instead.
Restricted Tx	If the patient should have restricted treatments, select the checkbox.
Is Primary	Select the checkbox if this is the primary provider for the patient.
Discipline	From the drop-down list, select the correct discipline.
Notes	If necessary, add extra information.

Assign Specific Treatments to Assigned Providers
1. Select a listed provider and click the Assign Treatments () icon to display the Assign Treatments window.



2. From the left pane, select a treatment, and click the > arrow button to move the treatment to the right pane.

The treatment is now assigned to this provider.

3. Click Close.
View Past Providers

1. Select the Show Past checkbox to display past providers in gray.

End Provider Assignments
If a patient’s provider will change after a specific date, you can add the date the provider assignment ends.
Example: If the provider will graduate from the institution.
Note: This doesn’t remove the provider from the patient record.
1. Select a listed assignment entry.
2. In the End Date field, enter the date the assignment ends and click the Modify Record () icon.
Delete Provider Assignments
IWarning: Only complete this action if the provider was assigned in error.
1. Select a listed entry and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.
Add Provider Assignment EPR Forms

If necessary, you can add forms that gather additional information for the assigned provider.

Note: These forms are not clinical in nature.

1. Select a listed entry and click the EPR Forms () icon to display the Add Form window.
2. From the drop-down list, select a form and click OK.

The form displays in the Provider Assignment EPR Forms 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.

To manage patient managers:

1. Open the Manager Assignments window using one of the following options:
• Right-click a patient in the selection list and select Manager Assignments.
• Select a patient > Patient Info window > Personal tab > Managers....



2. (Optional) To view existing manager details, select a listed entry.
3. To perform another task, complete any of the following:
Add Assigned Managers

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

Field	Description
Patient	The name of the selected patient.
User	Click the ellipsis to display the User List window and select a manager.
Is Primary	Select the checkbox if this is the primary provider for the patient.

View Deleted Managers

1. Select the Show Deleted checkbox to display deleted managers in gray.

Remove Managers
Warning: Only complete this action if the manager was assigned in error.
1. Select a listed manager and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.

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.

To manage faculty:

1. Open the Faculty Assignments window using one of the following options:
• Right-click a patient in the selection list and select Faculty Assignments.
• Select a patient > Patient Info window > Personal tab > click Faculty....



2. (Optional) To view existing assigned faculty member details, select a listed entry.
3. To perform another task, complete any of the following:
Add Assigned Faculty Members

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

Field	Description
Patient	The name of the selected patient.
Faculty User	Click the ellipsis to display the User List window and select a faculty member.
Is Primary	Select the checkbox if this is the primary provider for the patient.
Discipline	Select the appropriate discipline from the drop-down list.

View Deleted Faculty

1. Select the Show Deleted checkbox to display deleted faculty in gray.

Remove Faculty
Warning: This action should only be completed if the provider was assigned in error.
1. Select a listed entry and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.

axiUm records all changes made to a patient assignment. You can use this history to see all changes made to the assignment, the user who made them, and the date/time they were made.

To view assignment history:

1. Select a patient and open the Patient Info window.
2. From the Personal tab, under Assignment, click one of the following to open the associated window:
• Providers...
• Managers...
• Faculty...
3. From the open widow, select an assignment entry, and click the Show History () icon to display the Assignments History window.
4. From the Change Type drop-down list, select an entry to filter the changes.