Accessing the Clinical Chart (EMR)

To access the Clinical Chart (EMR):

On the Patient tab, select Clinical > Clinical Chart (EMR). Treatment visits are listed in chronological order.

Under Actions, you can use the Mouth Region Filter to select an area to view, or use the Search field to display specific information.
Under Display, you can keep All Treatment Types, or use the drop-down list to select one or more specific categories.
Use the Date Range filter or the Jump To section to jump to a specific date in the list.

Tracking Widgets

You can also use the panels on the top of the chart to access and update:

Medical Alerts
Medications
Allergies
Patient Information:
-- Referral Source: An active referral source that is assigned to the patient in their record is displayed, if applicable. Click the referral source name to view the Referral Details as well as a hyperlink to the referral source entry. See How to Manage Referral Sources and How to Add a Referral Source to a Patient Record for more information.
-- Additional Outside Doctors: The number of outside doctors that are assigned to the patient in their record is displayed, if applicable. Click the number to view the names of the outside doctors. The names are also hyperlinks to the outside doctor details. See How to Add an Outside Doctor to a Patient Record for more information.
-- X-Ray: The dates of the patient's last bitewing and Pano/FMX X-Rays (US) or the patient's last small radiograph or panoral radiograph (UK). Only one date is displayed on the panel, but you can click on the date to view both dates. This is displayed as N/A if no X-Rays have been taken for the patient.
-- Preferred Pharmacy: The patient's preferred pharmacy which can be added from the patient record, patient home page, Patient Snapshot, or right here from this widget in the clinical chart. See How to Store and View the Preferred Pharmacy for Patients for more information.

Current Appointments

For current appointments, a Manage Appointment link is displayed at the top of the appointment block (date line) next to the Add to Chart control. Items added to the appointment are displayed as cards for that date, with icons to indicate the type of entry.

Click Manage Appointment to modify the scheduled procedures, add new ones, defer scheduled ones, add from treatment plans, complete procedures, complete the appointment, and enter notes to be viewed at checkout.
Note: The Manage Appointment screen defaults to the Appointment Procedures tab, but you can also click the Encounter List tab to select procedures to add from specific Encounter Lists.
Click Add to Chart to define the patient's Chief Concern, add a Clinical Note, create a Prescription, or create or manage a Treatment Plan. The appropriate window is displayed for each selection.
Note:
--You can also click Review and Sign on Treatment Plan cards to capture an electronic patient signature.
--As changes are made to treatment plans, the associated treatment plan card is moved up in the EMR page to the most recently updated date.

Walk-In Appointments

To begin documenting a walk-in appointment:

Under Actions, select Start Walk-In Appointment. The Walk-In Appointment window is displayed.
Select the Chair/Room for the appointment, duration, and staff members.
Click Start Appointment.