SoftDent contains three types of clinical notes:
You can record clinical notes from any of the tabs in the Chart for window:
Overview
Restorative
Perio
Exams
Clinical Imaging
Treatment Planning
Notes
You can create:
Clinical notes to attach to patient records
Generic notes to reuse
Default notes that are automatically attached to a patient’s clinical notes when the associated procedure is performed
Notes that apply to all providers
You can also create primary, secondary, and tertiary treatment plan notes, which function in the same way as patient clinical notes.
You can add notes:
While you are charting
When you are posting transactions
At the end of the day
You can view patient clinical notes in the following windows:
Patient
Patient List
For more information, see Understanding Patient List and Patient Window Options.
Handling Patient Clinical Notes
Handling Generic Clinical Notes
Handling Default Clinical Notes
Reviewing Generic and Default Clinical Notes
Adding Clinical Notes While Posting
Adding Clinical Notes at the End of the Day
Adding Clinical Notes Per Visit
Adding Clinical Notes Per Visit at the End of the Day
Adding Clinical Notes for Treatment Plans
Copying Generic and Default Clinical Notes
Copying Generic and Default Clinical Notes from One Provider to Another