Working with the Charting Module

Using the Tx Card Tab

When you open the treatment card, patient information is displayed in the top section:

• Birthday

• Age

• Gender

• Dentist

• Tx Status

• In addition to the patient’s birth date, the Happy Birthday indicator is displayed during the month of the patient’s birthday.

Patient Insight Panel

On the treatment card, below patient information, is a drop-down arrow. Click this arrow to display the Patient Insight panel, which provides an overview of treatment progress.

The Patient Insight panel includes these tabs:

• Phase I

• Start date

• Estimated completion date

• Completion date

• No Show appointments

• Cancelled appointments

• Changed appointments

• Broken brackets

• Wires

• Lost appliances

• Notes

• Monitoring

• Start date

• End date

• Notes

• Recall appointment

• Recall schedule (3 months, 6 months, 12 months, others, and alpha)

• Recall type

• Comments

• Full Treatment

• Start date

• Estimated completion date

• Completion date

• No Show appointments

• Cancelled appointments

• Changed appointments

• Broken brackets

• Wires

• Lost appliances

• Notes

Treatment History

The Treatment History section includes these column headings:

• #—Displays the sequence number of each entry. Comments and optional Patient Tracking data are not numbered.

• Date—The date that the treatment card entry was made.

• AS—Assistant. This field is automatically populated, based on the staff member logged in, or when you select Edit Treatment Card and assign an assistant. To change assistants, click on the field.

• DR—Doctor. This field is automatically updated when you select Edit Treatment Card. To change doctors, click on the field.

• TC—Treatment Coordinator. This field is optional and is automatically populated, based on the TC assigned to the patient, or when you select Edit Treatment Card and assign a TC. To change the TC, click on the field.

• OH—Oral hygiene. This column enables the office to track a patient’s hygiene habits throughout treatment. A list of oral hygiene codes is provided.

• Procedures—Displays the procedure codes performed during this treatment visit.

• Treatment Notes/Comments—Displays the procedure code descriptions. Additional notes or comments are displayed after the procedures.

• MA—Medical alert. After you acknowledge the medical alert, this column is displayed.

• Late/Early—Displayed only if you enabled Patient Flow.

Mechanics/Documents/Events/Aligner Tracking Tabs

Below the treatment history are tabs that enable you to view details about the treatment, show documents and events, and use aligner tracking:

• Mechanics tab—Click to see details about the treatment.

• Documents tab—Click to see a list of documents attached to the patient.

• Events tab—Click to see the following data from the Patient Information window: start date, estimated completion date, appointment information, referrals, doctor, model number, and last review.

• Aligner Tracking tab—Click to view upper and lower aligner tray information for a patient. By default, 80 trays are available.
  
  The Original Series section of the Aligner Tracking tab estimates which tray the patient is using, based on the date and instructions. Aligner Tracking calculates when the last aligner tray was started and counts days relative to the system date. Each time the threshold for wearing the tray is met, the status is displayed for that aligner tray.
  
  The tray that the patient is currently using is displayed in yellow. After the tray is verified, the label color changes to dark green.

To edit aligner tracking information:

1. In the Aligner Tracking area, click the Pencil icon. The Edit Aligner window is displayed.

2. Specify aligner options:

3. Is This a Refinement—Select Yes or No to indicate whether this aligner tray is a refinement. If Yes is selected, the Refinement # field becomes available. Select 1, 2, or 3. from the drop-down box.

4. Start Date—Type the start date for the aligner tray or click the calendar icon and select a date.

5. # of Aligners—Select the number of aligner trays that will be used from the drop-down box.

6. Brand—Select the brand of the aligner tray being used for treatment from the drop-down box.

7. Delivered to Patient—Type the range of days that this aligner tray will be worn by the patient.

8. Usage—Select Full Time or Part Time to indicate whether the aligner tray will be worn by the patient all the time or for a shorter amount of time designated by the doctor.

9. Changing Trays—Select the day interval for changing trays from the drop-down box.

10. Instructions / Notes—Type additional treatment instructions and information.

3. Click Apply.

Appointment Information

On the right of the treatment card, you can view information about the current appointment in the Today’s Appointment section.

Using the Next Appointment Section

In the Next Appointment section, you can enter and store information about the patient’s next appointment. This information is passed to the front desk when a patient is checked out.

If the patient has an active treatment plan, the next appointment as defined in the treatment plan is displayed.

To enter the next appointment for a patient:

1. In the When field, select when the next appointment should be scheduled (Days, Weeks, or Months). Tab to the next field and enter the number of days, weeks, or months.

2. Click in the Type field. The Appointment Types window is displayed. Select the appointment type for the patient’s next appointment and click OK.

3. In the Comment field, enter a comment, if necessary.

4. Click in the Procedures field or press Enter. The Procedures window is displayed. Double-click the procedures to be performed at the next appointment.

5. Click OK.

Editing Today’s Treatment Card Entries

You can edit treatment card data only on the day it is entered. The fields that can be changed include AS, DR, TC, OH, PROCEDURES, and TREATMENT NOTES/COMMENTS.

Important:  Add procedure codes from the main treatment card, not in the Edit Today's Treatment Card Entries window.

To make changes to today’s treatment data:

1. In the patient’s treatment card, select Edit > Edit Today’s Treatment. The Edit Today’s Treatment Card Entries window is displayed.

2. Select your option:

3. To delete the procedure codes and treatment notes/comments in a line, click in the DEL column.

4. To delete individual procedure codes, click once in the PROCEDURES column. The Procedures window is displayed. In the Selected Procedures section, select the procedure you want to remove and click the arrow button. Click OK.

5. To delete or change the text in the TREATMENT NOTES/COMMENTS column, select the text and make the changes. To add additional text, click in the blank line at the bottom of the window and type the text.

3. Click OK.

Related Topics

Working with the Charting Module

ToothChart Tab

Questionnaire Tab

Notes Tab

Imaging Tab

TxPlan Tab

Skill Sharpeners