Charting Menu - All

The Charting Menu is used to select dental procedures to be applied to a patient's chart. 

The Charting Menu can be accessed by right clicking on a tooth on a patient's chart. When you right click a tooth, that tooth will be highlighted to indicate the tooth that you're currently charting for. Alternatively, if you wish to chart a procedure without indicating a tooth, you can use the "Chart Without Tooth" button located at the top of the patient chart.

Before using the charting menu, it is important to select the correct node in the Incident Sidebar to ensure that procedures are placed within their proper context. For example:

  • Procedures that were completed outside of the office should be recorded in the Patient Chart node, which is typically used for historical procedures.
  • Procedures completed in the office should be charted within the Completed Procedures node.
  • Procedures that are planned for the future should be charted under the Treatment Plan node. 

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 is best used when you know the specific procedure code you wish to chart, or the specific name of the procedure.

The Fee Schedule drop down allows you to select an appropriate fee schedule that should be used for the patient's record. By default, the fee schedule set in the Patient tab will automatically be selected.

The Provider field allows you to set the provider responsible for the charted procedure. This also defaults to the Provider set in the Patient tab. 

The Tooth field indicates the Tooth number you're currently charting for. 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, and thus the "Chart Without Tooth" button should be utilized.

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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