How To Use Restorative Charting

This article covers the basics of how to utilize Restorative Charting.

For information on how to set up Restorative Charting, click Here.

The Charting Documentation contains these sections.

Basics of Charting

This section deals with the bare bones functionality of Restorative Charting. For a brief overview of all graphical interface features, check out the Restorative Charting At a Glance - Interactive article.


Incident Sidebar

First, let's address the Incident Sidebar, which contains sections for the Patient Chart, Treatment Plans, Perio Chart, and then within Incidents (the blue folders) there are sections for Completed Procedures and Treatment Plan. We will be focusing on the Patient Chart, and within the Incident Folder we will focus on Completed Procedures and the Treatment Plan.


The Patient Chart allows us to chart pre-existing work that may have not been administered by your office. Procedures added to this chart will not be charged in the Ledger. By default, these procedures are outlined in Blue by default on the chart.

Completed Procedures are work that has been completed by your office. These procedures will be added to a patient's ledger, and are outlined in Green by default on the chart. It is important to stress that any procedures added to Completed Procedures will count towards the patient's balance.

A Treatment Plan indicates planned work that has not been completed yet and is planned for the future. These procedures are added to a patient's Treatment Plan which can be moved to Completed at any time. These procedures are outlined in Red by default on the chart. Below is an example of a procedure charted on the Patient Chart, Completed Procedures, and a Treatment Plan, in that order from left to right. The outline color differentiates what kind of procedure it is.

Note: If you have Hide Material Colors checked in Highlighting Options (the Gear icon in the upper right of the Restorative Charting window), the 'material color' (the green in the above screenshot) will be replaced with the outline color. This may be more useful for you. See How to Set Up Restorative Charting - Hide Material Colors for more detail.

Charting Procedures

To chart a procedure on a tooth, first select either the Patient Chart, Completed Procedures, or Treatment plan, then simply right click the tooth in question. This will bring up the Charting Menu. From there, you can choose the type of procedure you wish to chart. Click OK when you are satisfied with your choice, and the procedure will be added to the chart.


Alternatively, if you have a Charting Shortcut you'd like to use, simply click on the tooth you wish to apply a procedure to, and then click on the appropriate Charting Shortcut. For more information on how to set up Charting Shortcuts, please refer to How to Set Up Restorative Charting - Charting Shortcuts.


If you wish to chart an item without a tooth selected for the purposes of exams and other procedure codes that aren't tied to a specific tooth, you can click on the "Chart Without Tooth" option. This will pull up the Charting Menu.

Charting Menu Categories

Here is a list of all Charting Menu categories. Click on the corresponding link to get more information on a category. Each category can have procedure codes tied to the category by accessing the Charting Code Map on the Server computer. 

  • All: Allows the user to choose any procedure within a Fee Schedule.
  • Toggle Missing: This option will toggle a tooth to graphically not appear on a patient chart. This will create a Missing Tooth line item in the Clinical Note Table. This shouldn't be used for Extractions.
  • Extraction: This category covers Extraction codes.
  • Surface Restoration: This category will pull up a graphical display of a tooth with several options to apply particular surface restorations. You can either click the checkboxes, or click on the tooth itself to indicate which surfaces are being restored.
  • Crowns: This category covers all types of crowns and different materials.
  • Bridge/FPD: This category covers Bridges and Fixed Partial Dentures. In order to chart any of these procedures, you will need to select multiple teeth. You can do this by left clicking and holding as you drag over the desired teeth.
  • RPD: This category covers Removable Partial Dentures. As with Bridges and FPDs, you will need to select multiple teeth to chart these.
  • Exam & Radiology: This category covers codes relating to tooth exam and radiology. There is no graphical option displayed on teeth that have an exam or radiology visit procedure, although these procedures will appear in the Clinical Notes table.
  • Implant Service: This category covers implants.
  • Posts & Core: This category covers posts and core codes.
  • Tooth Conditions: This category is used to graphically address a variety of conditions such as abrasions, abscess roots, fractured teeth. You can also apply some rotation or drift of teeth along with accompanying clinical notes.
  • SealantsThis category covers sealants procedure codes. This category is similar to Surface Restoration in which you can either use the checkboxes to address particular surfaces, or you can click on the graphical display on the tooth itself.
  • Caries/Defective: This category covers caries and defective restorations.
  • Primary/Permanent: This category allows you to selectively toggle an individual tooth between primary teeth and permanent teeth. You can also mark unerupted teeth via this category.
  • NoteThis category covers the ability to simply log Clinical Note lines separate from another procedure. You can also add a clinical note by clicking on the Plus icon in the upper right of the Clinical Note table, which will be covered later in this article.
  • Toggle Watch: This category allows you to mark a tooth with a red dot, a "watch", giving you the ability to highlight a particular issue you may want to monitor that isn't connected to the other categories. This will also create a line item in the Clinical Note Table where you can add a clinical note for documentation's sake.
    You can also drag and drop the red dot on the patient's chart to indicate where on the tooth the problem area is.
  • DR Images: This category allows you to pull up any DR Images associated with the selected tooth in a separate window. You can double click a DR image to bring up a full view of the image.
    You can also find DR images in the DR Ribbon in the Clinical Notes Table.
  • Supernumerary: This category grants the ability to create a graphical supernumerary tooth in addition to the regular tooth. An additional tooth icon will appear above the selected tooth when Supernumerary is chosen.
    In order to chart procedures on a supernumerary tooth, you'll need to chart these by adding a charge in the Ledger Tab of the Patient Ability, using the tooth number to indicate that a procedure has been done on the supernumerary tooth.
    The number assigned to the tooth will pull from References - Tooth Numbers alongside the normal numbers. See References - Tooth Number for more information.
    You can delete accidentally charted Supernumerary teeth by deleting the code in the Clinical Note Table. If you need to extract a supernumerary, please refer to Charting Menu - Extraction.
  • Annotate: This category allows you to draw custom graphics on a tooth. There are several options allowing you to draw manually with a variety of colors, mark up shapes and write text on a tooth.

Clinical Notes Table

The Clinical Note Table is where you can find a textual view for each procedure charted on a selected tooth. Consider the Clinical Notes Table a complement to the graphical view of the Restorative Chart view.


If no tooth is selected, the Clinical Notes Table will include every procedure on a patient's chart, as long as the filters above the Clinical Notes Table are enabled. If a tooth is selected, the Clinical Notes Table will only display the procedures listed on that particular tooth.


You can also use the colored tabs to filter out particular procedures. By default, all filters are active, so all procedures will be included in the table. If you wanted to filter out a set of procedures (for example, all Pre-Existing procedures), you would simply click the tab in question that you wish to filter out.


To add a Clinical Note to a procedure, simply click on the Clinical Note field and press the tab button. This will bring the selector inside the Note field, and you can type out your note.
To add a Clinical Note without a procedure, you can either right click a tooth and select 'Note', or you can click the Plus icon in the upper right of the Clinical Note table (visible in the above gif to the right of the Search bar).
Once a Clinical Note has been added, you can lock it from any changes by clicking on the lock icon in the Clinical Note Table. If a Clinical Note is unlocked, you can also change it by clicking the Clinical Note field and pressing tab.
Only the user who locked the note can unlock it.

If you double click the field, a window will appear displaying each change that had been made to this Clinical Note, and allow you to make in depth changes.
If you have a Common Clinical Note set in References > Common Clinical Notes, you can simply type the first few letters of the name or the text within a Common Clinical Note and it will automatically populate in a list.
If you delete a Procedure that had a Clinical Note tied to the Procedure, the Clinical Note will be placed in a separate filter named "Deleted Notes" to the right of "Conditions". This will allow you to review the clinical note that was deleted.

DR Ribbon
On the left side of the Clinical Notes Table, you can access the DR Ribbon by clicking on the x-ray icon.


 The DR Ribbon connects to the Digital Radiography ability (which is a separate ability your office may or may not have access to) and pulls in all Digital Radiography images from the most recent visit by default.
If no tooth is selected, the DR Ribbon will display all images for that patient.
If a tooth is selected, the DR Ribbon will display only the images for that tooth.
You can also immediately identify which teeth have DR images associated with them if the tooth number in the Restorative Charting view is highlighted with a black background.
To preview a DR image from the Ribbon, click on the image and press the spacebar on your keyboard. This will open up a preview window.
Double clicking on a DR Image in the Ribbon will take you to the DR ability.
For more information on the Ribbon, please refer to Dental - DR Ribbon.


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