Charting Menu - All

The Charting Menu can be accessed by right clicking on a tooth within the patients chart. Notice that the tooth will be highlighted to confirm that the correct selection was made. The charting menu will act as the platform for entering any procedures or annotations to the patient's record. Before using the charting menu, select the correct view within the dental tab. Procedures that were completed outside of the office should be recorded in the Patient Chart. Procedures completed in the office should be charted within the Completed Procedures. Items that are planned for the future should be recorded under the treatment plan chart. 

All under the charting menu will show a table view which allows the user to search for a procedure within the selected fee schedule. This option should be used if a code is not displaying within a different option of the charting menu.

Start by selecting the fee schedule that should be used on the patient's record. This will automatically pull the fee schedule from the patients demographic tab.

The Provider field will also pull forward from the demographic tab but can be changed based on the provider that completed the work on the patient. 

The next field within this screen will show the number of the tooth that has been selected. If this is not the correct tooth number, cancel this window and right click again to select the correct tooth. Procedures such as an exam or radiology visit will require the tooth number to be empty. Simply click the Chart Without Tooth button to add any procedures that do not require a tooth number. 

Use the search field to search for a fee within the selected fee schedule. This field will allow the user to search by procedure code, alias, or short description.  

Once the code has been selected, click OK to add this graphic to the chart and add a line item to the clinical notes table.


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