Keywords: MyTooth, activity, forms, scheduling, patient notes, medical history
Summary
This article reviews the Activity section in MyTooth, which provides a comprehensive view of all activities happening across your practice. It tracks forms, scheduling, patient data, medical history, notes, and communications. Below is a review of each tab, the data it displays, and the features it offers.
Forms Activity
Navigate to Activity > Forms Activity.
The Forms Activity tab displays all form-related activity including assignments, submissions, and completions. The details in the below table indicate how the data will be displayed. Note: All Forms activity will be organized to show the newest first.
| Column | Description |
| Form Status | Shows the current state: Assigned, Started, Completed, or Completed-Submitted to Cloud 9. |
| Assigned On |
Date and time when the form was assigned to the patient. |
| Patient ID | The patient's ID from Cloud 9. Shows 0 for anonymous patients using public forms. |
| Patient Name | Full name of the patient. |
| Form Name | Name of the form. If part of a packet, displays a chip with the packet name. |
| Form Started On | Date and time when the patient started filling out the form. |
| Form Completed On | Date and time when the form was submitted. |
Form Status Flow
Assigned: Form has been assigned to a patient but not yet started.
Started: Patient has begun filling out the form (shows Started On time.)
Completed: Patient has submitted the form (shows Completed On time.)
Completed - Submitted to Cloud 9: Form has been completed and data submitted to Cloud 9.
While in the forms tab you can use the filters up top to filter the forms. You can look at forms in a date range, or of a certain status to filter the results.
Scheduling Activity
Navigate to Activity > Scheduling Activity.
The Scheduling Activity tab shows all appointment related activity. You can filter the results by date or by patient type: new or existing. The details in the below table indicate how the data will be displayed. Note: All Scheduling Activity will reflect the most recent activity at the top of the list.
| Column | Description |
| Patient Type | Indicates if the patient is new or existing. |
| Appointment Date & Time | Scheduled date and time of the appointment. |
| Patient ID | Patient's ID from Cloud 9. |
| Patient Name | Full name of the patient. |
| Provider Name | Name of the assigned provider |
| Appointment Type | Type of appointment scheduled. |
| Appointment Status | Current status of the appointment. |
| Appointment Production | Production type associated with the appointment. |
| Created On | When the appointment was created. |
| Modified On | When the appointment was last modified. |
Patients Activity
Navigate to Activity > Patients Activity.
The Patients Activity tab tracks patient record creation and updates/modifications. You can filter the results for patient record creation or modifications within a date range, and/or by the change type: creation or modification. The details in the below table indicate how the data will be displayed. Note: All Patients Activity will show patient records with the most recent modifications near the top of the list.
| Column | Description |
| Patient Action | Created for new patients or Modified for demographic updates. |
| Patient ID | Patient's ID from Cloud 9. |
| Patient Name | Full name of the patient. |
| Patient Phone | Patient's phone number. |
| Patient Email | Patient's Email address. |
| Created On | When the record was created. |
| Modified On | When the record was last modified. |
Cloud 9 Medical History Activity
Navigate to Activity > Medical History Activity.
The Medical History tab shows all medical history submissions and updates. You can filter the results for medical history creation or modifications within a date range, and/or by the change type: creation or modification. The details in the below table indicate how the data will be displayed. Note: All medical history will show the most recent updates at the top of the listed.
| Column | Description |
| Med History Action | Created for new submissions or Modified for same-day submissions. |
| Patient ID | Patient's ID from Cloud 9. |
| Patient Name | Full name of the patient. |
| # of Alerts Updated | Number of Medical Alerts that were updated. |
| # of Questions Updated | Number of Medical History questions that were answered/updated. |
| Created On | When the medical history was first submitted. |
| Modified On | When the medical history was last updated. |
Note: When multiple medical history submissions occur on the same day for a patient, subsequent submissions show as "Modified" rather than "Created."
Patient Notes Activity
Navigate to Activity > Patient Notes Activity.
The Patient Notes tab displays all patient notes added through MyTooth. You can filter the results for Patient Notes activity by the date range of patient note creation or modification. The details in the below table indicate how the data will be displayed. Note: Patient Notes activity will show the most recent updated first.
| Column | Description |
| Patient ID | Patient's ID from Cloud 9. |
| Patient Name | Full name of patient. |
| Patient Note Type | Category or Type of note. |
| Patient Notes | Content of the note. |
| Created On | When the note was created. |
| Modified On | When the note was last modified. |
Patient Communication Activity
Navigate to Activity > Patient Communication Activity.
The Patient Communication tab shows all SMS and email messages sent through MyTooth. You can filter by date range, to see when the patient communication was sent, or by type, SMS or Email. The details in the below table indicate how the data will be displayed. Note: Patient Communication activity will show the newest activity first.
| Column | Description |
| Message Type | SMS or Email. |
| Patient ID | Patient's ID from Cloud 9. |
| Patient Name | Full name of the patient. |
| Message | Content of the message. |
| Created On | When the message was sent. |
| Modified On | When the record was last modified. |
That concludes the review of all tabs in the Activity section. To return to the MyTooth Navigation Article: CLICK HERE.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.