Add Patient Need Requests

You can add patient need requests from the Personal Planner > Lists tab > Pt Needs sub-tab.

To add a patient need request:

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



2. Click the Create a new Record () icon to display the Needs Request window.



3. 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.