Workflows and Roles

Role: Dental Assistant

The following tasks are frequently performed by a dental assistant:

Updating Charting

• Selecting Teeth

• Charting Clinical Conditions

• Treatment Plan Items

• Prescriptions

• Medical Histories

• Lab Cases

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Reviewing Medical History

• Updating Medical Histories

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Reviewing Previous Clinical Notes

• Viewing and Reviewing Patient Clinical Notes

• Reviewing Generic and Default Clinical Notes

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Taking X-rays

• X-ray Menu

• Capturing Live Video Images

• Importing Images

• Importing an Image or X-ray to a Patient's Chart

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Charting Existing Restorations

• Restorative Tab Modes

• Inside Work Mode

• Outside Work Mode

• Charting ADA Procedures

• Charting Clinical Conditions

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Creating and Managing Treatment Plans

• Setting Up Treatment Plans

• Case Presentations

• Printing Treatment Plans

• Saving Treatment Plan Comments

• Scheduling Treatment Plans

• Posting Treatment Plan Procedures

• Viewing Archived Treatment Plans

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Assisting with Perio Charting

• Moving Among Pockets

• Charting Pocket Depth

• Charting FGM and MGJ

• Charting Furcation Grades

• Charting Blood and Suppuration

• Charting Mobility, Plaque, and Calculus

• Viewing and Comparing Perio Exams

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Tracking Lab Cases

• Tracking a Lab Case Status

• Viewing a Lab Case Status

• Marking Cases as Returned or Completed

• Running Lab Reports

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Posting Treatment

• Posting Patient Procedures

• Posting a Patient Procedure from the Transactions Window

• Posting Treatment Plan Procedures

• Posting a Patient Procedure on the Date of a Scheduled Appointment

• Automatically Posting Appointment Procedures

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Adding Clinical Notes

• Adding Patient Clinical Notes

• Generic Clinical Notes

• Adding Clinical Notes While Posting

• Adding Clinical Notes Per Visit

• Adding Clinical Notes for Treatment Plans

• Adding Clinical Notes at the End of the Day

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Related Topics

Workflows and Roles

Role: Front Desk Administrator

Role: Hygienist

Role: Treatment Coordinator

Role: Office Manager