Conversions: Perio

See Use Converted Database.

During a final Conversion, we default every patient to a 6 month Prophy recall type. Before we deliver the final to you, we run a script that changes all patients with completed procedures for D4910, D4341, and D4342 in the last three years to a 4 month Perio recall.

To view a report of which patients were converted to Perio, run the Conv - Perio Patients query.

  1. In the Main Menu, click Reports, then User Query.
  2. Click Favorites. See Query Favorites.
  3. Double click on the query Conv-Perio Patients to run it.

To change an individual's recall type, in the Family module, double click on the Recall grid in the upper right, then click Set Perio/Set Prophy. See Recall Appointments.

To change an individual's recall interval, see Edit Recall window.

To change default intervals, see Recall Types. Be very careful if you change recall types because changes affect the entire recall system.

Resource: Post Conversion Checklist (PDF)