Patient Needs

The Personal Planner > Lists tab > Pt Needs sub-tab allows you to view and add patient needs.

Note: Although, you can add needs in the Personal Planner module, you cannot assign them to a patient from this module.

If patient needs have already been assigned, you can select the patient as well.

To manage patient needs:

  1. Open the Personal Planner to the Lists tab and click the Pt Needs sub-tab.

  2. Click the Search for Data () icon to display your list of needs.

    3. Tip: If you want to view needs within a specific range, set the Date From and Date To fields.

    Note: If you have access, you can edit the User and Provider fields to view needs for a different provider.

  3. Review the listed entries.
  4. To perform another task, complete any of the following:
    1. Click the Create a new Record () icon to display the Needs Request window.

    2. Complete the fields as necessary and click OK.

      Tip: If you plan to add multiple needs, click the Add button. This allows you to continue adding needs.

      Field Description
      Provider

      This indicates which user is making the need request.

      If enabled, you can click the ellipsis to change the

      user and make the need request for someone else.
      Date / Time

      Read-only fields indicating the date/time of the request.
      Type

      Select one of the following from the drop-down list:

      • Patient Need: The need is for a patient’s need.

        • Note: If selected, the Code ellipsis displays need codes.

      • Tx Procedure: The need is for a specific treatment.

        • Note: If selected, the Code ellipsis displays

        procedure codes.
      Code

      Click the ellipsis to select a need or procedure code being

      added.

      Example Need Codes: Crown, Complete Denture,

      Consult Required.

      Example Procedure Codes: D1110. Prophy – child,

      D0330. Panoramic film
      Patient Type

      Click the ellipsis to select a patient type.

      Examples: Faculty Practice patient, Typodont.
      Note

      If applicable, enter a note describing any details about this

      request.
    1. Select a listed record.

    2. Right-click and choose Select Patient.

      3. Note: This option is only enabled if the need has been assigned to a patient.

    1. Select a listed record and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. Click the Print Report () icon.