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For more information on this subject, you can refer to References - ourTooth Number Reference article..
New Charge Preferences
By default, MacPractice will prevent the Payment and Insurance Claim prompts from appearing if you are adding procedures in the Dental tab. However, you may want to confirm that this is set up appropriately.
Navigate to Preferences > Ledger > New Charge tab.
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For more information on Ledger Preferences, please refer to Ledger Preferences - Ledger.
Follow-Up/Recall Preferences
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For more information, please refer to Dental - Charting Options.
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Hide Material Colors
In the same gear icon as listed in the above screenshot, there is a checkbox labeled "Hide Material Colors". This is useful and recommended for new users of MacPractice, as it will simplify charted procedures to display only as the three set colors for Completed Procedures, Pre-Existing Procedures, and Treatment Plan procedures.
However, with this option unchecked, it will differentiate the type of material used for some procedures, so at a glance you can recognize what is being used. These can be customized in References - Charting Material Colors.
For more information, please refer to Dental - Charting Options and References - Charting Material Colors.
Common Clinical Notes
Next, you'll want to set up commonly used Clinical Notes to save you time with entry in the future. Navigate to the References Ability > Common Clinical Notes.
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For more information, please refer to References - Common Clinical Notes.
Print Surfaces Preference
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For additional information, visit the Charting Code Mapping - UseMap article.
Import the Charting Code Map
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For more information on importing/exporting the Charting Code Map, refer to Managers - the Charting Code Map - Importing The Charting Maparticle.
Mapping New Codes
Next, you will want to start to map codes to different charting categories. This will tie the code to that category, so when you attempt to chart it by right clicking on a tooth and selecting a procedure, it will link to the appropriate code.
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You can add codes at your leisure, but if you ever need to remove a code, ensure there is at least something in that category, even if it's a dummy code. This will ensure you do not lose this category or sub-category. If you do this in error, you will need to revert to the default Charting Code Map.
For more information on related subjects, please refer to...
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Charting Shortcuts
Our final task to set up Restorative Charting is setting up Charting Shortcuts to save you time when you have a common set of procedures you use when accessing the Dental chart.
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MacPractice by default has several charting shortcuts pre-set to assist you, but you can also add to, edit, and delete these pre-sets. On a fresh installation, you will need to edit these shortcuts to correspond with your Fee Schedule.
To apply a shortcut to a tooth, simply click on the tooth, then click on the desired shortcut.
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To add a new shortcut, simply click on the ellipses icon in the Charting Shortcuts section. This will open a set-up window where you can select the Fee, Tooth Condition, or Supercode to tie the shortcut to. You can also select the Surface to be applied to if relevant, and choose the Icon image.
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To edit (or delete) a pre-existing shortcut, simply right click on the shortcut in question. Some of these shortcuts will require you have a tooth selected before you can right click on them. A set-up box will appear.
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From here, you can either choose to select a Fee to tie the shortcut to, a Tooth Condition, or a Supercode. You can also adjust the Icon Image, or change which Surface the shortcut will apply to. If you wish to delete a shortcut, simply click the red X in the window.
For more information, plus a visual guide to what each shortcut icon indicates, please refer to Dental - Charting Shortcuts.
Congratulations! You've finished setting up Restorative Charting! Click here for a guide on how to use Restorative Charting.
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