Managing Ortho Treatment Statuses

To manage the list of treatment statuses for Orthodontic patients:

From the Administration tab, select Practice Settings > Ortho Treatment Status. The Ortho Treatment Status Management window displays the list of treatment statuses for your practice.
Select a status in the Status Name column. The Update Ortho Treatment Status window is displayed.
Update the Status Name, Description, or Active/Inactive status, as needed.

Note: Any edits are automatically reflected throughout Sensei Cloud. Deactivating a status prevents its future use, but does not impact patients currently assigned with this status.

To flag a status for recall, select Requires Recall. The Default Recall Delay fields are displayed.
Define the recall time period by selecting a number and then selecting Days, Weeks, or Months.

Note: Changes to this setting do not alter existing recall dates for patients currently assigned this status, but do adjust the default recall date when the status is applied in the future.

Note: Deselecting Requires Recall affects all patients currently assigned the status by removing their recall dates and removing them from the Ortho Recall List.

Click Update to save your changes.

Adding a New Status

To add a new status:

Select Create New Status. The Create Ortho Treatment Status window is displayed.
Enter a unique name for the status and a description, if desired.
To flag this status for recall, select Requires Recall. The Default Recall Delay fields are displayed.
Define the recall time period by selecting a number and then selecting Days, Weeks, or Months.
Click Create.