Configure and Track Patient Ortho Status

Patient Ortho Statuses are designed to help practices clearly track where each orthodontic patient is in their treatment journey. With customizable, color-coded statuses and automated triggers, users can easily identify a patient’s current stage, reducing manual updates and improving workflow efficiency.

Watch this video for a quick walkthrough. 

To configure a patient ortho status,

• Navigate to the System Menu > select Practice Settings > Ortho > Patient Ortho Status.

• The grid displays the existing Ortho statuses. From here, users can review, edit, and manage the statuses as needed.
• To mark a status as default, select the desired status from the Default Status drop-down.

To add a new status,

• Click +Add New Status.

• Status Name: Enter a name for the status.
• Color: Select the desired color using the color picker.
• Trigger Action: Select the action that should automatically trigger the patient's ortho status.

Note: 

• A trigger action can be linked to only one active status at a time.  If a trigger action is already in use, it will not be available in the drop-down. 
• Once the trigger action is completed, the patient ortho status automatically updates to the assigned status.

• Once a status is created, you can Edit, Delete or Mark as Inactive/Active, as required.

• The ortho status will be visible on the Patient Overview.

To change the status manually,

• Click the drop-down next to the status name and select the desired status. 

• Click the Status History icon to view status changes.

Practices can use this simple guide to learn about orthodontic patient statuses.