Update Patient Status

When a patient is no longer in treatment, follow these steps to update the patient status:

1. Go to the patient overview and click the Edit button under the elapsed treatment time.
   Result: The demographics page opens.
2. Click the Status drop-down menu and select the appropriate item:

   Status	Use this when ...	Comments
   Active	Patient is currently under your care.	Active is the default status for a new-patient record.
   Finished	Patient is no longer under your care; treatment has been completed.	You cannot delete a patient record; however, you can request help from Customer Care if you need to clean out files. The debond date defaults to the date entered on the timeline. If this is not correct, enter the actual debond date.
   Quit	Patient is no longer under your care; treatment stopped before completion.
   Transferred	Patient is  no longer under your care; the patient transferred to another clinic, which may or may not be a SureSmile clinic.	Contact Dentsply Sirona regarding billing. After a patient is transferred, you cannot return the record to an active state from the Status menu on the demographics page.
   Cancelled	Patient is no longer under your care; the patient never initiated SureSmile therapeutics.	This status stops further billing if it is selected within 24 months of submitting the Diagnostic Model and before the therapeutic model is submitted. After a patient is cancelled, you cannot return the record to an active state from the Status menu on the demographics page.
   MD (Marked for Deletion)	This is an extraneous record.	After you select and save this option, the record opens only if you use the Show All Patients filter option. You cannot delete a patient record; however, you can request help from Customer Care if you need to clean out files.