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CMP Weekly Release 0.1.4942

Care Management Platform (CMP)

Weekly Release

Build 0.1.4942  |  June 16th, 2020

This week’s CMP updates continue to expand core application functionality and deliver on recent customer requests.

Patient Screening Form

CMP now enables you to screen patients for potential illness, symptoms, or risk factors prior to booking and checking in appointments. Pre-appointment screening has become common as practices start to reopen for in-office visits. You can use the location’s schedule settings to configure pre-appointment screening [Administration > Scheduler > Schedule Settings]. These new controls specify whether the screening tools are available when managing appointments, and whether team members will be prompted to screen patients upon appointment booking, rebooking, and checking in.


When the ‘This Location Screens Patients’ setting is checked, you will have access to the new Patient Screening Form when managing appointments from the schedule and in the appointment dialogs. Based on the ADA’s Return to Work Interim Guidance Toolkit, this series of simple ‘yes or no’ questions allows you to collect pre-appointment screening data from patients. You also have the ability to enter a recorded temperature, if one is collected during appointment check-in.



An appointment note and visual indicator are added to the appointment whenever the patient screening form is recorded, which helps your team verify that patients have been appropriately screened. Patient screening forms are also available for review via the patient’s appointment record and hard tissue chart. Any of the patient’s previously recorded screening forms can be reviewed at any time.




When the ‘Prompt Users About Screening’ setting is checked, CMP prompts users to collect a patient screening form whenever booking, rebooking, or checking in an appointment (if one has not yet been collected that day). This helps acclimate team members to the new scheduling protocol. You can quickly screen the patient at that time or elect to defer the screening. If you elect not to screen a patient when prompted, an appointment note is added to ensure that everyone is aware of the patient’s latest screening status. In either case, you will be promoted again to screen the patient when checking in the appointment.


If the respondent answers ‘yes’ to any of the questions, or enters an elevated temperature value, users are automatically prompted to consider rebooking the appointment. The patient is flagged with a “screening risk” medical alert (which can later be removed) and any existing patient appointments are also flagged. This is to ensure that all team members are aware of any risks associated with seeing this patient in-office.



If a screening form with a positive response is saved, the patient is flagged automatically for a period of twenty-one (21) days. Users are prompted whenever booking, rebooking, or checking in an appointment for a flagged patient to ensure awareness of potential risks. You may decide to defer this patient’s appointment until a later date, handle via teledentistry, or proceed with the awareness that additional precautions may be needed when seeing this patient in the office.


We hope that this new patient screening functionality is useful for practices as they begin to reopen while managing potential health risks. We look forward to your feedback on what works well and what can be done to improve the patient screening process to better fit your evolving office workflows.

Clinical Events Notes Search

Based on your input, we have enabled the search control within the Hard Tissue Chart and related clinical screens, so that you can more easily review and verify a patient’s recorded clinical history [Patient Tab > Clinical > Hard Tissue Chart]. You can now search clinical history based on several items, including specific dental anatomy, recorded conditions, planned or completed procedures, and custom clinical event note text that has been added to the chart. This clinical history search has also been enabled in the patient’s treatment plan screen.


When executing a clinical history search, dates containing clinical events that match your query will be automatically expanded. Items that match your query will be visually highlighted (in yellow), making it easier to track down if and when a particular occurrence exists within the patient’s documented care. Clearing the search returns the display of the clinical event notes to its default state.


We hope that this new search functionality makes it faster and easier to review and audit a patient’s clinical history. We look forward to your feedback on any additional improvements we can make in support of your clinical workflows.

Enhanced Perio Exam Navigation

You can now more easily navigate to specific anatomy when conducting a periodontal examination. This enhancement enables you to click on the tooth number in the examination data grid while recording a new exam [Patient Tab > Clinical > Perio Chart > Record New Exam]. Clicking on the tooth number (e.g., 14) will automatically jump you to that tooth within the exam progression, allowing you to more quickly record point values for problem areas.


Additionally, we have added a new ‘Exam Progression’ section to the side panel of the Perio Exam recording screen. This provides you with the progression of the exam based on your current exam settings. This has been designed to help verify your current exam settings, indicate your current location within the defined exam progression, and provide you with the ability to skip to another anatomical section of the exam.


We are excited to provide this much-requested functionality to our CMP customers. This should make it easier to conduct limited perio exams, in which you only record values for ‘hot spots’ when periodontal health falls outside of normal limits. Please let us know if there are any additional improvements needed to support your perio-based clinical workflows.