Using Futures

The Futures area of the Tx Card tab enables your office to set up a reminder concerning an aspect of the patient’s future treatment; for example, "Need to take impressions at next appointment," or "Speak with parent after next visit."

Futures messages with a green checkmark indicate that the message is acknowledged as of the date displayed. A grayed-out checkmark indicates the message is set to be acknowledged on the date displayed.

To enter a Futures message:

  1. Click Add. The Future Messages window is displayed.

  2. In the Message section, type the Futures message and select the Acknowledge or Do Not Acknowledge option button. If you select Do Not Acknowledge and click OK, the message is displayed in the Futures field with the specified date and a gray X next to the message.

If you select Acknowledge, enter the date that the message should begin prompting anyone who opens the treatment card for this patient and click OK. The message is displayed in the Futures field with the specified date and a gray checkmark next to the message.

Acknowledging a Futures Message

When the acknowledgement date of a Futures message arrives, you are prompted to acknowledge the message as soon as you open the treatment card for that patient.

Clicking Yes puts a green checkmark next to the message in the Futures field. You can also right-click on the Futures message to acknowledge the message. The green checkmark indicates that the message is acknowledged. When a Futures message is acknowledged, the date the message was acknowledged and the message text are recorded on the Treatment Card window.

If you click No in the Acknowledge Futures Message window, the message continues to prompt you each time the patient’s treatment card is opened until the Futures message is acknowledged. If the Futures message is set to Do Not Acknowledge, you are not prompted to acknowledge it when you open the patient’s treatment card.

Deleting a Futures Message

To delete a Futures message:

  1. Double-click on the Futures message you want to delete. The Future Messages window is displayed.

  2. Click Remove.

 

Related Topics

Tx Card Tab

Using Medical Alerts

Using Promises

Viewing the Treatment History

Using the Mechanics Tab

Using the Documents Tab

Using the Events Tab

Using Aligner Tracking

Entering Today's Appointment

Today's Appointment Headings

Entering Next Appointments

Editing Today's Treatment Card Entries

Viewing Tx Card Notes

Using the Tx Card Image Preview