Charting the Patient > Using the Charting Buttons
Buttons are system-defined or user-defined. The system-defined buttons are the existing buttons for common procedures, restorative work, and pathologies. You can define new buttons as needed; for example, you might create a user-defined button to enter proposed or completed quadrant scaling.
To add a new system-defined button:
Right-click on a blank area within a tab, and select Add button from the pop-up menu. The Select Type of Button to Add window is displayed.
Select System defined button and then scroll through the list to find the button you want to add.
Highlight the button you want in the list, and click OK.
To add a new user-defined button:
Right-click on a blank area within a tab, and select Add button from the pop-up menu. The Select Type of Button to Add window is displayed.
Select User defined button. The User Defined Buttons window is displayed.
Select an existing user-defined button and click OK.
OR
Click Define new. The User Defined Button Definition window is displayed.
The Button name is a unique identifier generated by PracticeWorks. Leave this as it is.
Tab to the Button label field and type the name you want to appear on the button.
In the Entry made for field, select whether this button applies to individual teeth, quadrants, or to the entire mouth.
Make sure that all the primary entries are consistent with the other choices made in the Entry made for and Surface entry sections. Also make sure that the ADA code in the seventh column of the Primary entries section is consistent with the information in the first six columns.
In the Surface entry area, indicate whether the button is not surface related, or if the system should prompt for surfaces when the button is used. Or you can assign surfaces to the button by selecting Use these surfaces and clicking the appropriate surfaces on the diagram.
In the Type of charting entry area, select which charting modes can use this button: existing, completed, and proposed. See Selecting the Appropriate Charting Mode for more information.
Select a Button icon from the scrolling list.
You can further define the button in the Primary entries area by listing all the possible ADA codes that can be charted when this button is used. There can be one Primary entry or several, but they are not required.
Primary entries are optional; use them if you want a list of procedures to be displayed from which you can only make one selection, such as the type of exam you are performing. You can also add additional procedures to the button by adding autolinks. See Defining AutoLinks for a Button for more information.
Click on the Code column to highlight it, then click the Description column. The Transaction Code Pick List is displayed. Choosing a code from the list automatically enters the ADA code into the Code column.
If there is more than one primary entry, enter text in the Description column to appear in the list for the user to choose when using this button. This is not the description that is displayed in the Progress Notes. That description is based on the ADA code.
If you selected individual teeth in the Entry made for field, you can use the Min and Max tooth # fields to discard certain choices based on the currently selected tooth. For example, there are some ADA codes that apply to the Anterior teeth only (teeth # 6 - 11 on the upper arch, and #22 - 27 on the lower arch). By using 6 - 11, you can specify that this Primary entry is only a choice if one of the anterior teeth is selected.
If you selected individual teeth in the Entry made for field, you can use the Min # and Max # Sfcs fields to indicate the number of surfaces allowed when using this button.
Click OK to add the new button to the User Defined Buttons pick list.
Click OK, and the new button name appears on the Select Type of Button to Add window.
Click OK to add the button to the patient’s chart.