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The Charting Documentation contains these sections.
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Basics of Charting
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Basics of Charting
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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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 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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Note: If you have Hide Material Colors checked in Highlighting Options (the Gear icon in the upper right of the Restorative Charting window), the 'material color' (the green in the above screenshot) will be replaced with the outline color. This may be more useful for you. See How to Set Up Restorative Charting - Hide Material Colors for more detail. |
Charting Procedures
To chart a procedure on a tooth, first select either the Patient Chart, Completed Procedures, or Treatment plan, then simply right click the tooth in question. This will bring up the Charting Menu. From there, you can choose the type of procedure you wish to chart. Click OK when you are satisfied with your choice, and the procedure will be added to the chart.
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You can also use the colored tabs to filter out particular procedures. By default, all filters are active, so all procedures will be included in the table. If you wanted to filter out a set of procedures (for example, all Pre-Existing procedures), you would simply click the tab in question that you wish to filter out.
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Adding Clinical Notes
To add a Clinical Note to a procedure, simply click on the Clinical Note field and press the tab button. This will bring the selector inside the Note field, and you can type out your note.
To add a Clinical Note without a procedure, you can either right click a tooth and select 'Note', or you can click the Plus icon in the upper right of the Clinical Note table (visible in the above gif to the right of the Search bar).
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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