Restorative Charting

Setting Charting Options and Properties

Charting options are workstation-specific.

To set restorative charting options and properties:

1. Select Chart > Options. The Chart Properties window is displayed.

2. To set charting defaults, select an option:

3. To use only a pointing device to chart information:To use only a pointing device to chart information:Select Use pointing device. You can also use the mouse to chart information when this option is selected.

4. To display a message that asks each user to remove tooth watches while posting transactions:To display a message that asks each user to remove tooth watches while posting transactions:Select Ask to remove watches while posting.

5. To display the Watch Summary window when you access a chart that contains a watched tooth:To display the Watch Summary window when you access a chart that contains a watched tooth:Select Enable Watch Summary.

6. To load all uncharted history transactions each time you access a patient’s chart:To load all uncharted history transactions each time you access a patient’s chart:Select Chart History Transactions. If this checkbox is not selected, only new procedures and uncharted procedures listed in the patient Transactions window are displayed.

7. To select an anatomical display title:To select an anatomical display title:Select it from the Anatomical Display Title drop-down list.

3. To set mobility display defaults, select an option:

4. To never display mobility information:To never display mobility information:Select Do Not Show.

5. To display the mobility values for all teeth:To display the mobility values for all teeth:Select Show All Values.

6. To display charted mobility values only:To display charted mobility values only:Select Show Charted.

4. To set clinical notes defaults, select an option:

5. To display a single window where you can add all of the clinical notes for a visit after posting the procedures:To display a single window where you can add all of the clinical notes for a visit after posting the procedures:Select Add Clinical Notes Per Visit and Add Clinical Notes While Posting. The Add Clinical Notes For Visit window is displayed when you close the patient chart.

6. To add a clinical note to a chart after posting each transaction:To add a clinical note to a chart after posting each transaction:Select Add Clinical Notes While Posting.

7. To add clinical notes to all charts at the end of the day:To add clinical notes to all charts at the end of the day:Select Add Clinical Notes at End Of Day.

8. To display a single window at the end of the day where you can add all of the clinical notes for a visit:To display a single window at the end of the day where you can add all of the clinical notes for a visit:Select Add Clinical Notes Per Visit and Add Clinical Notes At End of Day. The Work Performed Per Visit window is displayed when you select Clinical Notes > Post End of Day Notes.

9. To add clinical notes to a chart manually:To add clinical notes to a chart manually:Select Add Clinical Notes Manually.

5. To set the default charting tab, select an option:

6. To display the Overview tab when accessing charts:To display the Overview tab when accessing charts:Select Overview.

7. To display the Perio tab when accessing charts:To display the Perio tab when accessing charts:Select Perio.

8. To display the Restorative tab when accessing charts:To display the Restorative tab when accessing charts:Select Restorative.

6. To set the default treatment plan mode on the Treatment Planning tab, select an option:

7. To display current work in treatment plan primary mode:To display current work in treatment plan primary mode:Select Show current Work in TP 1.

8. To display current work in treatment plan secondary mode:To display current work in treatment plan secondary mode:Select Show current Work in TP 2.

9. To display current work in treatment plan tertiary mode:To display current work in treatment plan tertiary mode:Select Show current Work in TP3.

7. To populate default clinical note text in the notes field of a clinical note that is added when you add a procedure to the treatment plan, select Use Default Text in TP Notes.

• If this option is not selected, the treatment plan clinical notes field remains blank.

8. To change the default colors used when the Restorative tab is the active window, click the colored button next to Outside Work. The Color window is displayed. Select a color and click OK. The new color for work performed outside your practice is displayed next to the item.

Repeat for each item you want to change.

      9.  To set the default display options, select an option:

9. To display the clipboard background image while charting:To display the clipboard background image while charting:Select Display Background Image.

10. To set the default background color when the Restorative tab is the active window:To set the default background color when the Restorative tab is the active window:Click the square next to Background Color. The Color window is displayed. Select the color and click OK.

11. To set the default root color when the Restorative tab is the active window:To set the default root color when the Restorative tab is the active window:Click the square next to Color Root. The Color window is displayed. Select the color and click OK.

10. To set up a patient education program, click Patient Education. Type the drive, directory, and path where the education program is located.

11. To set the default exams order, click Exams Order. The Patient Exams Order window is displayed. Select an option:

12. To remove an exam from the list:To remove an exam from the list:Deselect the appropriate checkbox.

13. To move an exam up in the list:To move an exam up in the list:Select it and click Move Up.

14. To move an exam down in the list:To move an exam down in the list:Select it and click Move Down.

After you have completed the order, click OK. The Chart Properties window is displayed.

12. To set the default third-party software to use when capturing x-ray images, select the X-ray tab, and select the software name. Select an option:

• If the X-ray EXE Path: field is enabled:If the X-ray EXE Path: field is enabled:

  • Click Browse, navigate to the imaging software .exe file, and select it.

  • Click OK.

  • Click OK.

• If the X-ray EXE Path: field is greyed out:If the X-ray EXE Path: field is greyed out:

  • Click OK.

  • The first time you launch the imaging software (by selecting X-ray > Start 'software name'), a message asking you to configure the imaging software is displayed. Click OK. The Imaging Launcher Preferences window is displayed.

  • Click the ... (Browse) button, navigate to the imaging software .exe file, and select it.

  • Click Open.

  • Click Save and Launch.

   

13. To use a previously established third-party application’s patient integration identification number, select the Other tab, select the application from the list, and click Add.

14. Click OK.