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DentalMonitoring Goals

What is a goal, how to activate, adjust, or stop a goal?

Emma Foures avatar
Written by Emma Foures
Updated this week

DentalMonitoring Goals help you track patient progress and guide treatment with clarity. Goals are fully integrated into the patient workflow, giving you and your team better control and visibility over treatment timelines.

Why Use Goals During Monitoring?

Goals in DentalMonitoring give you more control with less manual effort. With just one click, you can start tracking tooth movement and be informed when key milestones like archwire passivity, or Class I are achieved. Implementing goals in your patient’s monitoring will give you:

  • More clinical confidence with real-time, AI-powered insights to make proactive, personalized decisions.

  • A Smarter workflow by eliminating unnecessary check-ins, with active goals you’ll know exactly when intervention is needed.

  • Better patient compliance by coaching patients who need it and keeping them aligned throughout their treatment.

Thanks to the customizable settings, goal history, and filters that help you identify what needs your attention, Goals support you in delivering more efficient, high-quality care.

Setting-up Goals in the Protocol

When editing a protocol, you'll find a dedicated Goals section. Simply check this section to view all the available goals that can be tracked by DentalMonitoring.

For each goal, you can:

  • Choose to start the goal automatically when starting the monitoring

  • Set a default delay period and deadline

  • Add team instructions

  • Add a patient message (optional)

These settings will be applied automatically when activating the goal in the patient card but can be customized if needed.

Starting Goals from the Patient Card

Goals can be activated quickly from the patient card.

To start a goal:

  • Go to the goals section in the patient card

  • Start the goal using the ▶️ Start button

You can click into the goal to adjust the deadline before starting if needed.

Please note: The delay period is set in the protocol and cannot be changed on the patient card. Deadlines can be modified directly on the patient card.

Patient & Team Instructions

When patient instructions are set during goal configuration in the protocol, they are automatically sent as soon as the goal is triggered—no additional actions are needed. Team instructions can also be set in the protocol and are accessible during the monitoring.

Please note that due to a recent update, all patient messages have been removed from the protocols.

Goal Status Overview

Each goal displays a real-time status indicator next to its name, providing immediate insight into progress:

In Progress:

Once a goal has been started, the progress is provided at a glance beside the goal name, it shows X weeks ongoing / Deadline. The deadline can be extended at any time without restarting the goal.You can also click to view:

  • Tracked since date

  • Expected completion date

  • Remaining weeks

Achieved:

If a goal has been achieved, the achievement week is displayed at a glance beside the goal name, it shows X weeks at achievement / Deadline. You can also click to view the achieved date. An achieved goal can be restarted with one click, please note that it will use the last deadline set for the patient and not the protocol deadline.

Overdue:

If a goal is overdue, the number of weeks is displayed at a glance beside the goal name, it shows X weeks ongoing / Deadline in red. You can also click to view:

  • Tracked since date

  • Expected date

  • Number of weeks overdue

Goal History

Every goal that has been started includes a full history log including:

  • Activities: started, achieved, or stopped

  • Timestamps for each action

  • User who performed each action
    Please note: Editing the deadline is not logged in the history.

Passive Archwire Goal

The Passive Archwire goal can be started multiple times throughout monitoring, making it ideal for specific treatment stages. This goal can be accessed at the top of the goals section on the patient card and in the protocols.

Filtering by Goal Status

Easily find and manage patients based on their goal status using enhanced filtering options in the patient list:

  • None in Progress: No goal is currently started or overdue

  • Never Started: No goal has ever been initiated for the patient

  • In Progress: At least one goal is in progress

  • Achieved: At least one goal has been achieved

  • Overdue: At least one goal is overdue

These filters will help you prioritize patient follow-ups and ensure treatments are going as planned.

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