Working with the Charting Module > TxPlan Tab

Searching Treatment Card Histories

You can perform a search of a patient’s treatment card history by procedure or by date.

To search a patient’s treatment card history by procedure:

1. In a patient’s treatment card, select Edit > Search Tx Card History. The Search Tx Card window is displayed.

2. To select the procedure code to search for, click the code in the Available Procedure Codes list and then click the Single-arrow button. Repeat this step to add additional procedures to the list.

3. Click Search. A list of the codes that match your search criteria is displayed.

4. To view the procedure in the patient’s treatment card history, select a procedure code and click View.

To search a patient’s treatment card history by date:

1. In the Search Tx Card window, select Search by Date. The Search Tx Card window is displayed.

2. In the Search Date field, type the date for which you want to search.

3. Click Search. The section of the patient’s treatment history containing the date you selected is displayed.

Related Topics

TxPlan Tab

Checking Out a Patient with an Active Treatment Plan

Using the TxPlan Time Line

Working with a Treatment Plan

Printing Treatment Card Reports

Skill Sharpeners