Manage the Codes Tab

The Codes tab holds patient details such as school, banking, and billing information, patient alerts and office codes that apply to the patient, custom fields and custom info (if configured by your institution).

You can also use the Codes tab to display the Ortho Patient Information and Patient Needs windows.

To manage the Codes tab:

  1. Select a patient and open the Patient Info window > Codes tab.
  2. Review the patient’s details, including Patient Alerts, Office Codes, Custom Fields, and Custom Info sections.

  3. To perform another task, complete any of the following:

    1. Modify the fields as necessary and click Save.

    When a patient is specified as an ortho patient, they receive ortho-specific treatment because scheduling, clinical aspects, and billing are completed differently. If a patient is an ortho patient, you must indicate their current set as it tracks their progression through their treatment.

    1. Click Ortho... to display the Ortho Patient Information window.

      2. Tip: You can also display the Ortho Patient Information window from the Patients window > Patient Card window > Ortho Information () icon.

    2. Select the Is Ortho Patient checkbox to enable the Ortho Set field.

      3. Note: To remove an ortho program, deselect the Is Ortho Patient checkbox.

    3. Next to the Ortho Set field, click the ellipsis to select a code.
    4. Click OK to close the Ortho Patient Information window.

    Patient needs can be managed in the Patients module and the Patient Info window > Codes tab.

    A patient need is an identified dental issue or requirement that must be addressed by your institution. Some patients may have multiple needs. Patient needs aren’t specific to ADA codes and have no associated dollar value.

    Example: A patient arrives at the institution and requires a crown.

    Most institutions enter patient needs during the screening period. Once identified, axiUm uses the needs to match patients to providers who must fulfill specific treatment procedures to meet their graduation requirements.

    To manage patient needs:

    1. Open the Patient Needs window and click the Codes tab.
    2. Click Needs... to display the Patient Needs window.

      3. Tip: You can also open the Patients window > right-click the patient > select Patient Needs to display the Patient Needs window.

    3. Review the listed patient needs.
      1. Click the Clear Data () icon.
      2. Complete the fields as necessary and click the Add a new Record () icon.
        3. Field Description
        Date The current date auto-fills the field.
        Need Code

        Click the ellipsis to display the Need Codes window, and double-click a code.
        Assigned

        If the patient is assigned to a provider, select the checkbox.
        Status Select the current status of the patient need.
        Note If necessary, enter additional information.
      1. Click the Clear Data () icon.
      2. Click the Add Multiple Records () icon to display the Add Patient Needs window.

      3. Hold the Ctrl key and select multiple from the list.
      4. Complete the following fields and click OK.
        FieldDescription
        Date The current date auto-fills the field.
        Assigned

        If the patient is assigned to a provider, select the checkbox.

        Status Select the current status of the patient need.

      1. Select and review an entry displayed in the lower list and review the associated details.

      1. Select the Show Deleted checkbox.

        2. The deleted patient need displays in the lower list in gray.

      1. Select a listed patient need.
      2. In the upper fields, modify the information where necessary and click the Modify Record () icon to save your changes.
      1. Select a listed patient need and click the Delete Record () icon.
      2. When prompted, click Yes to confirm the deletion.