Treatment Statuses Defined

A patient's Treatment Status should always reflect where they are in treatment right now. Use the definitions below to help ensure each patient is assigned the appropriate status based on their current stage of care.

Keeping Treatment Statuses accurate is important because they affect how patients are represented across multiple Tops reports. They also provide a quick, easy reference when reviewing a patient’s treatment notes.

• Initial Contact: Patient called to schedule new patient exam

• Exam Completed: New patient exam finished

• Records Completed: Records taken

• Consultation Completed: Treatment Plan presented to the patient

• Development Monitored-Not Ready For Initial Tx: Patient not ready and will be monitored on a recall basis

• Will Call (Pending): Patient not ready to start and states they will “call back”

• Seeking 2nd Opinion: Patient not ready to start and will get another opinion

• Tx Declined: Patient rejected treatment plan and will not start treatment

• Awaiting Specialist Results: Patient sent to specialist for any treatment that is required before they can start orthodontic treatment

• Active Treatment: Patient is in treatment. Can be either Phase I or Phase II

• Active Multi-Specialty Tx: Patient is in treatment in conjunction with another Specialist, i.e. surgical case

• Tx Suspended: Treatment is suspended and could be due to non payment

• Development Monitored without Retention: Phase I complete and no retention is necessary

• Development Monitored with Retention: Phase I complete with retention

• Final Retention: Braces (not Phase I) have been removed and retainers placed, patient being seen for active retainer checks

• Transferred Out: Patient moved and transferred to another Orthodontist

• Dismissed Indefinitely: Patient is finished with retainer checks and is considered dismissed