Home > Managing Patient Information

Managing Patient Information

After you log into SureSmile, the welcome screen lists all of the practices that you can access.

Announcement Bar

At the top of the clinic overview page, you may see an announcement bar that contains information about software and bracket library updates, upcoming training classes, and other information of specific interest to SureSmile users. To close the announcements bar after reading the messages, click the small x in the top right corner. The announcements bar reappears when you receive a new announcement.

Tabs

At the top left of the clinic overview page are five tabs.

Tab	Description
Tasks	Click to list pending tasks for patients. The badge in the upper right corner of the Tasks tab indicates the number of pending tasks in the filtered set. Display tasks as either a list or on individual task cards by clicking the small icons in the top left of the list area.
Patients	Click to show patient records. The badge in the upper right corner of the Patients tab indicates the total number of patients in the filtered set. Display patients in a list or on individual patient cards by clicking the small icons in the top left of the list area.
Shipments	Click to view list of all shipped items, including wires, printed models and IDB trays. See Tracking Shipments.
Reports	Click to select and view practice-level reports in a separate browser tab. See Reports.
Add Patient	Click to enter demographics for a new patient. See Add Patient.

Sorting and Filtering

On the right side of the page just below the SureSmile bar are menus for sorting and filtering the information shown under each tab. If you have more patient records that meet the current filter criteria on either tab, page numbers appear at the bottom of the window so that you can move to another screen of patients.

Note: When you log out, SureSmile remembers which tab you were using on the Clinic Overview and takes you to that same location when you log in the next time.

Task List

1. Click the Tasks tab.
2. Click in the top left corner to display all due tasks in a list with the following columns. Click the blue column headings to sort data. Sortable columns are indicated in the following table.

Tip: Set your default display preferences for both tasks and patients. See Appearance Preferences.

Column	Description/Purpose
Flag (sortable)	Click to set a flag that you can use to mark a task for special attention. For more information see Add and Clear Flags. Sorts in "rainbow" order: red orange yellow green blue violet
Card	Click to provide quick view of patient's timeline.
Last name	Patient's last name
First name	Patient's first name
Patient ID (sortable)	Patient identification number. Automatically generated by SureSmile when patient added to SureSmile as a new patient. See Add Patient.   (Sorts in alphabetical order.)
Owner	The person in the practice assigned to this type of task. See Task Ownership Preferences.
Item	The SureSmile product associated with the task.
Task (sortable)	The standard name for the required action to be performed. For a list of standard tasks in SureSmile, see Sort and Filter Patient Information. Click the small Defer Task icon next to the task to defer the task a specific number of days. the new due date is shown in the Deferred To column. When visible, click the Complete Task check box to hide a task on the task list. To redisplay the hidden task, use the Show __ Tasks filter, and select Completed. Click the check box to clear it and redisplay the task in the task list   (Sorts in order of priority. Follows same order shown on Show...Tasks menu: Provide Information, Review Order, Submit Order, Create Order, Reminder)
Due Date (sortable)	Due Date for task, typically automatically calculated by SureSmile, but can be edited in patient timeline. See Treatment Time Preferences. If the patient record row is shaded pink/salmon, this means the task is overdue.   (Sorts in order by date with oldest date first)
Notes	Click to view, edit, or add notes. See Add (and Edit) Patient Notes.
Setup Approval Date	Calculated from your treatment time preferences on the treatment timeline. See Using the Treatment Timeline.
Wire Insertion Date (sortable)	Manually entered whenever last wire was inserted for patient.   (Sorts in order by date with oldest date first)
Status	Manually set on the Patient Profile page, Can be either Active, Quit, or Cancelled.
Deferred to	Date task was deferred, or postponed by clicking  next to task name in the Task column.

Task Cards

1. Click the Tasks tab.
2. Click the blue column headings to sort data. Sortable columns are indicated in the following table. Click in the top left corner to display all due tasks as individual cards.

• Click the patients name or photo to open the patient overview page.

• • Click to set a flag that you can use to mark a task for special attention. For more information see Add and Clear Flags.

• Click to provide quick view of patient's timeline.

• Click to open the patient's profile.

• If a  product or item , e.g., therapeutic model 2, is associated with a task,click to open and complete the task.

• The date shown is date task is due. Click to postpone the task a specific number of days. The due date on the card changes to the new date.

• When visible, click the Complete Task check box to hide a task on the task list. To redisplay the hidden task, use the Show __ Tasks filter, and select Completed. Click the check box to clear it and redisplay the task in the task list

• The name of the task. e.g., Provide records, is below the date. Text in red indicates an overdue task.

• The patient ID cannot be changed.

• Click to view the product notes or add a patient note.

Patient List

1. Click the Patients tab.
2. Click in the top left corner to display all patients in a list with the following columns.

Tip: Set your default display preferences for both tasks and patients. See Appearance Preferences.

Column	Description/Purpose
Flag (sortable)	Click to set a flag that you can use to mark a task for special attention. For more information see Add and Clear Flags. Sorts in "rainbow" order: red orange yellow green blue violet
Card	Click to provide quick view of patient's timeline.
Last name	Patient's last name
First name	Patient's first name
Patient ID (sortable)	Patient identification number. Automatically generated by SureSmile when patient added to SureSmile as a new patient. See Add Patient.   (Sorts in alphabetical order.)
Doctor	The orthodontist assigned to the patient in the patient's profile.
Item	The most recently approved or finished product.
Date (sortable)	Date Item was last changed.   (Sorts in order by date with oldest date first)
Note	Click to view, edit, or add notes. See Add (and Edit) Patient Notes.
Setup Approval Date	Calculated from your treatment time preferences on the treatment timeline. See Using the Treatment Timeline.
Wire Insertion Date (sortable)	Manually entered whenever last wire was inserted for patient.   (Sorts in order by date with oldest date first)
Status	Manually set on the Patient Profile page, Can be either Active, Quit, or Cancelled.

Patient Cards

1. Click the Patients tab.
2. Click in the top left corner to display patient information on individual cards.

• Click the patients name or photo to open the patient overview page.

• • Click to set a flag that you can use to mark a task for special attention. For more information see Add and Clear Flags.

• Click to provide quick view of patient's timeline.

• Click to open the patient's profile.

• The most recently finished product is shown, e.g., Wire 2. , followed by the date the product was finished. Click the product name to open.

• Below the product name is the status of the product. this is typically Approved for models or plans, and Inserted for wires.

• The patient ID cannot be changed.

• Click to view, edit, or add notes. See Add (and Edit) Patient Notes.

Quick View of Patient's Timeline

When you click to view a patient's timeline, the following window opens. See below for features. For more information about using the patient timeline, see Using the Treatment Timeline.

• • Click the patient's name or photo to open the patient overview page.
  • Click to set a flag that you can use to mark a task for special attention. For more information see Add and Clear Flags.

• Click to open the patient's profile.

• Click the product name, e.g., therapeutic model 2, to open the product.

• (Tasks only) The date shown to the right of the product name is when the last task was completed.

• (Tasks only) The name of the task, e.g., Submit order, is below the date. Text in red indicates an overdue task.

• (Tasks only) Click the small Defer Task icon next to the task to defer the task a specific number of days. The new due date is shown in the Deferred To column in the Tasks list view.

• (Tasks only) When visible, click the Complete Task check box to hide a task on the task list. To redisplay the hidden task, use the Show __ Tasks filter, and select Completed. Click the check box to clear it and redisplay the task in the task list.

• The patient ID cannot be changed.

• Click  Edit Note to create a new note or edit an existing one. See Add (and Edit) Patient Notes.

• For more information about the patient timeline, see Using the Treatment Timeline.