Manage Faculty

A faculty member is someone who instructs dental students, and facilitates the relationship between the patient and provider.

Example: When a patient comes in for ortho care, the process often takes several years. Because the original provider may graduate before treatment is complete, a faculty member is assigned to the patient to ensure continuation of care between old and new providers.

You can assign specific faculty to patients, and if necessary, assign additional faculty to a patient and designate a primary faculty member.

Note: All assigned faculty display in the Patient Info window > Personal tab and in the Patient Card window.

To manage faculty:

  1. Open the Faculty Assignments window using one of the following options:
    • Right-click a patient in the selection list and select Faculty Assignments.
    • Select a patient > Patient Info window > Personal tab > click Faculty....

  2. (Optional) To view existing assigned faculty member details, select a listed entry.
  3. To perform another task, complete any of the following:
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.
      3. Field Description
      Patient

      The name of the selected patient.
      Faculty User

      Click the ellipsis to display the User List window and select a faculty member.
      Is Primary

      Select the checkbox if this is the primary provider for the patient.
      Discipline

      Select the appropriate discipline from the drop-down list.

    1. Select the Show Deleted checkbox to display deleted faculty in gray.

    Warning: This action should only be completed if the provider was assigned in error.

    1. Select a listed entry and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.