The patient card makes it easy to manage a patient’s details all in one place.
Here is how to see the unscheduled production for a patient:
To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.
Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen
In the activities tab, you can see the amount of Unscheduled Production for a patient
Click on Unscheduled Production, and a page will open showing additional details
In the first section of the card, you can see the total amount of unscheduled treatments that a patient has:
The next section will be the treatment planner.
There are 4 tabs that categorize the entries in the treatment planner
All: shows all treatment statuses
Unscheduled: shows the treatments that are in the planner but are not scheduled
Scheduled: shows treatments that have a scheduled appointment
Completed: shows completed treatments
You can also use the search box to filter out the following data points:
Treatment Status
Treatment Code
Priority
In the treatment planner section, each entry will show the following information:
The date the treatment was created in the planner
The appointment status of the treatment (Scheduled, Not Scheduled, Completed)
If the treatment was completed, the completed date will also show
The treatment code
The tooth number
The priority number
The status of the treatment from the ehr (Treatment Planner, Active, Complete)
The Description
The Providers Associated
The Treatment Amount