Patient Information Fields:

At any time after creating the record, you may update or edit all the fields on this screen except the PreViser ID, which is the permanent identifier linking any previous Risk Assessments to that individual.

Privacy and security note: Remember, in keeping with HIPAA standards, all this individual's information is stored only on your local computer, and is not part of the data transmitted over the Internet to generate a report. The PreViser ID is the only identifying tag accompanying the clinical data during the transmission.

The following information fields may be populated with specific details for an individual:

PreViser ID: This unique identifier is used to locate and store a Patient’s report history in the PreViser system, yet remain compliant with HIPAA privacy standards by keeping the information de-identified. This random 32-character ID is automatically generated by PreViser at the time the patient record is created and saved, and cannot be changed.

First Name: Required.

Last Name: Required.

Your Patient ID (if any): Optional. Choose whatever ID you want for each patient (letters and/or numbers); you may change it at any time. This is simply how you want to identify each of your patients in your local records, in whatever format makes sense to you (for example, first initial and last name, or a patient number). The Patient ID must not exist in the system associated with another patient. For example, if Susie Jones’ Patient ID is “ susiej,” you cannot assign the same Patient ID to Susie Jackson.

Insurer: Required. Click the arrow to display the drop-down menu and select one choice to indicate the patient's primary insurance carrier, (from one of the carriers listed, or Other), or None if the patient has no insurance coverage.

Sex: Required. Select either Female or Male.

Date of Birth: Required. This should be in MM/DD/YYYY format. You can type in the numbers, or click on the calendar picker tool and click on the date in the calendar that pops up.

Phone: Optional.

Address: Optional.

City: Optional.

State: Optional. Select a state from the drop-down list of 50 US states.

Zip: Optional.

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Risk Assessments:
The Risk Assessments list shows summary fields of any previous Risk Assessments associated with this patient, allowing the patient’s dental records to be comprehensive.

The list includes both finished and unfinished Risk Assessments for Perio, Caries, and Oral Cancer. You may click on the column headings to sort the list by that information. Three columns display the following information about each Risk Assessment:

Updated: This indicates the date you most recently updated this Risk Assessment (which is not necessarily the date of the exam or the date the Risk was calculated).

Exam Date: This is the date of the exam at which the data for this Risk Assessment was gathered; it is the date you entered on the "Exam Date" question while inputting data for this Risk Assessment. For a new unfinished Risk Assessment, the default value for the Exam Date is "today's" date, the date the assessment was started, until you change it.

Type: This indicates the type of Risk Assessment, whether Perio or Caries or Oral Cancer.

Score: For finished Risk Assessments, the scores are displayed here in abbreviated form (explained in the Legend below). For more information about each of these terms, please refer to the Risk Scores page in the Appendix.

If no Risk Assessments have been started in the past for this patient, the field will say “None.” Unfinished assessments appear first, indicated by "Unfinished" in the Score column. Finished assessments appear next, in chronological order with the most recent listed first.

Perio Score Legend: This explains the abbreviated scores listed for a Perio Risk Assessment in the summary list above. For example, a score of "PR4, D30" means the patient had a Perio Risk of 4 and a Disease State of 30.
PR: Perio Risk
D: Disease State

Caries Score Legend: This explains the abbreviated scores listed for a Caries Risk Assessment in the summary list above. For example, a score of "CR2, FR3, RR3" means the patient had a Caries Risk of 2, a Fracture Risk of 3, and a Root Surface Risk of 3.
CR: Caries Risk
FR: Fracture Risk
RR: Root Surface Risk

Oral Cancer Score Legend: This explains the abbreviated score listed for an Oral Cancer Risk Assessment in the summary list above. For example, a score of "OCR3" means the patient had an Oral Cancer Risk Score of 3.
OCR: Oral Cancer Risk

For details and definitions of each type of risk the RiskCalculator™ addresses, please see Risk Scores in the Appendix.

Optional Actions from the Risk Assessments list:
Moving your mouse over a row highlights that row in orange, as shown in the image above.
Clicking on a Risk Assessment row leads to one of two screens:

1. If that Risk Assessment has been completed, clicking the row opens the Treatment Option Plan in a “Print Preview” format.

2. If that Risk Assessment has not been completed, clicking the row opens the unfinished Risk Assessment for data entry.

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Optional Actions you may take from the Patient Details screen:

In the upper right corner of this screen, you have several optional actions to take from this screen:

Save for Later: This command saves the existing or new information in the Patient Record.

Delete: This command deletes the entire Patient Record. Note that deleting is NOT allowed for Patients with completed Risk Assessments as part of their records.

New Perio Risk and Disease Assessment:
Clicking this button loads the Perio Risk Assessment wizard.

New Caries, Root, and Fracture Risk Assessment:
Clicking this button loads the Caries Risk Assessment wizard.

New Oral Cancer Risk Assessment:
Clicking this button loads the Oral Cancer Risk Assessment wizard.

To exit the page:

Save:
To save the information as it is displayed, click the Save button. The record is updated with any changes you have made, and you will return to the Risk Assessments Home screen.

Cancel:
To exit the Patient Details page without saving any changes you have made, simply click the Cancel button, and you will return to the Risk Assessments Home screen.

Note: If you try to leave the page by any means except by clicking “Save” or “Cancel,” the system determines if any values have changed since you opened the page. If you have made changes, the system prompts you to save or abandon the changes to the patient record.

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Related Topics:
Patient-Related FAQs

Next Topic:
Risk Assessment Wizard Navigation