Each Dental Intelligence module has its own Patient Card. Patient card features and functionality differ between modules.
This article covers the Analytics Patient Card, which is part of the Analytics Module and is only accessible from the Analytics-Only portal.
Keeping up with every patient record can be overwhelming in a busy dental practice. The Analytics Patient Card was created so you and your team can easily have access to patient information in one central location.
How to Access the Analytics Patient Card
To open a patient card from anywhere in the Analytics-Only portal, use the Patient Search Bar located within the top navigation bar of any webpage. Search patients by name or ID to get started.
You can also open a patient card by clicking on the patient's name anywhere you see it in your dashboard.
Patient Information Overview
Once you've opened a patient card by clicking on a patient's name or ID, access their patient information overview by clicking on the carrot in the upper right corner of the patient card.
From this slide, you can view contact information, appointment information, and patient identifier information like their Patient ID, age, gender, and Insurance ID.
Patient Card Quick Actions
Direct Communication
Click on the Phone or Mail icon to contact the selected patient with a phone call or send them an email.
Note: Analytics does not integrate with phone or email services. Clicking on the phone or mail icon within the patient card will open whatever phone/email services are currently available on the workstation you are using. If you have a phone system set up on your workstation PC, clicking the phone icon will open that phone service. On Mac, clicking the phone icon will open FaceTime, or if you click the mail icon it will open Apple mail.
Private Patient Notes
Click on the Clipboard icon to create a private note related to the selected patient. This can be a helpful tool for your team to better serve the patient during their next visit.
Note: The notes you add to the patient card within Analytics do not write back to your PMS.
Create Follow Up Tasks
Click on the '+' icon to create a Follow Up Task directly from the patient card. Choose the follow up type, provider, date, and notes. Click Create to save the Follow Up Task when finished.
Outstanding Follow Up Tasks
Use the Tasks tab of the patient card to review any action items related to the selected patient. The patient card will show the current tasks that are related to this patient, such as outstanding follow ups, pending treatment costs, and upcoming hygiene appointments that still need to be scheduled.
Patient Stats
Use the Stats tab to review the following patient details:
Next appointment date/time
Hygiene due date
Broken appointment percentage rate
AR balance
Remaining insurance
Treatment plan value
Annual case acceptance
If a patient is a perio patient, you'll notice a purple 'P' icon in the Hygiene Due tile, helping your team quickly identify patients with periodontal conditions who may require specialized care protocols.
Associated Family
Use the Family tab to review associated family members related to the selected patient. Use this tab to find additional opportunities for scheduling upcoming or overdue appointments.
Clicking on the associated family member's name will open their patient card.
Activity
Use the Activity tab to filter recent actions related to the selected patient. Filter by follow ups, notes or the office journal, scheduling, and payments.
