Dental - Patient Chart

The Patient Chart is a graphical representation of the patient's restoration and charting history. Think of the charting incident panel as a timeline, the Patient Chart would be everything that is in the past that did not happen in the office.

Note: For information on charting the office's past procedures without displaying the transactions as production or generating new claims, please see the Charting Past Work Guide.

The Patient Chart will display all of the restorations with a blue outline. This outline allows the user to see the timeline of restorations with just a glance. The blue color can be changed within the dental options if desired. Since these procedures were completed outside of the office, no information will be imported into the ledger view of the dental tab.

The Charting Menu can be accessed by right clicking on a tooth. Notice that the tooth will be highlighted to confirm that the selection was correct. Right clicking on a tooth will automatically place the correct tooth number and surface into the Clinical Note Table. Select the Chart Without Tooth button if a procedure was completed and does not require a tooth number i.e. exams and radiology. Speed up the charting process by using the charting shortcuts to the left of the chart.

Remove procedures added to the Patient Chart by individually highlighting procedures from the Clinical Note Table below the Patient Chart and pressing the delete key on the keyboard.