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For information on how to set up Restorative Charting, click Here.

The Charting Documentation contains these sections.

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This section deals with the bare bones functionality of Restorative Charting. For a brief overview of all graphical interface features, check out the Restorative Charting At a Glance - Interactive article.

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Incident Sidebar

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First, let's address the Incident Sidebar, which contains sections for the Patient Chart, Treatment Plans, Perio Chart, and then within Incidents (the blue folders) there are sections for Completed Procedures and Treatment Plan. We will be focusing on the  Patient Chart, and within the Incident Folder we will focus on Completed Procedures and the Treatment Plan.

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The Patient Chart allows us to chart pre-existing work that may have not been administered by your office. Procedures added to this chart will not be charged in the Ledger. By default, these procedures are outlined in Blue by default on the chart.

Completed Procedures are work that has been completed by your office. These procedures will be added to a patient's ledger, and are outlined in Green by default on the chart. It is important to stress that any procedures added to Completed Procedures will count towards the patient's balance.

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A Treatment Plan indicates planned work that has not been completed yet and is planned for the future. These procedures are added to a patient's Treatment Plan which can be moved to Completed at any time. These procedures are outlined in Red by default on the chart. Below

To the right is an example of a procedure charted on the Patient Chart, Completed Procedures, and a Treatment Plan, in that order from left to right. The outline color differentiates what kind of procedure it is.

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If you wish to chart an item without a tooth selected for the purposes of exams and other procedure codes that aren't tied to a specific tooth, you can click on the "Chart Without Tooth" option. This will pull up the Charting Menu.

Charting Menu Selections

You can find a list of all of the Charting Menu Selections in this article here. Each category can have procedure codes tied to the category by accessing the Charting Code Map on the MacPractice Server computer. 

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Once a Clinical Note has been added, you can lock it from any changes by clicking on the lock icon in the Clinical Note Table. If a Clinical Note is unlocked, you can also change it by clicking the Clinical Note field and pressing tab.
Only the user who locked the note can unlock it.

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If you double click the field, a window will appear displaying each change that had been made to this Clinical Note, and allow you to make in depth changes.
If you have a Common Clinical Note set in References > Common Clinical Notes, you can simply type the first few letters of the name or the text within a Common Clinical Note and it will automatically populate in a list.
If you delete a Procedure that had a Clinical Note tied to the Procedure, the Clinical Note will be placed in a separate filter named "Deleted Notes" to the right of "Conditions". This will allow you to review the clinical note that was deleted.

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DR Ribbon

On the left side of the Clinical Notes Table, you can access the DR Ribbon by clicking on the x-ray icon.

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The DR Ribbon connects to the Digital Radiography ability (which is a separate ability your office may or may not have access to) and pulls in all Digital Radiography images from the most recent visit by default.
If no tooth is selected, the DR Ribbon will display all images for that patient.
If a tooth is selected, the DR Ribbon will display only the images for that tooth.
You can also immediately identify which teeth have DR images associated with them if the tooth number in the Restorative Charting view is highlighted with a black background.

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For more information on the Ribbon, please refer to Dental to Dental - DR Ribbon.