The Chart Module is where the clinical information is entered and organized for a patient.
See our Chart Module playlist.
Other options:
Chart Toolbar
- Print: Launch a print preview of Progress Notes. When the Hospitals feature is enabled in Show Features, printout includes date and signature lines.
- New Rx: Create a single Rx / Prescription.
- Rx Manage: Create and print multiple prescriptions at once. See Rx Manage.
- eRx: Create an electronic prescription. If using DoseSpot, opens the DoseSpot eRx / Prescription interface. If the logged-on user is a Proxy user, a prompt displays to select a provider before launching the DoseSpot interface. If using NewCrop eRx, opens the NewCrop eRX / Prescription interface. If eRx is not enabled for the practice, an error displays. Click the dropdown to view additional options.
- Refresh: Manually copy new electronic prescriptions to the Progress Notes and Medication List.
- Pending Prescriptions: View prescriptions that have been added for the patient but not yet sent to the pharmacy.
- If using DoseSpot, the number of pending prescriptions displays. Click to view pending prescriptions in the DoseSpot interface.
- If using NewCrop eRx, the number of pending prescriptions does not display. Click to view pending prescriptions in the NewCrop interface.
- Refill Requests: View requests for a prescription refill sent by the patient's pharmacy.
- If using DoseSpot, the number of refill requests displays. Click to view refill requests in the DoseSpot interface.
- If using NewCrop eRx, the number of refill requests does not display. Click to view refill requests in the NewCrop interface.
- Transaction Errors: View errors associated with a prescription that has failed to reach the pharmacy.
- If using DoseSpot, the number of transaction errors displays. Click to view transaction errors in the DoseSpot interface.
- If using NewCrop eRx, the number of transaction errors does not display. Click to view transaction errors in the NewCrop interface.
- LabCase: Create new Lab Case.
- Perio Chart: Enter periodontal information in the Perio Chart.
- Ortho Chart :Only available when Show Ortho button and tab in Chart Module is enabled in Preferences. Open the Ortho Chart, an alternate method of keeping track of visits. Ortho Chart entries can also be viewed from the Ortho tab. Click the dropdown to open a specific tab when multiple tabs are set up.
- Consent: See Consent Form.
- Tooth Chart: Click to open dropdown options. Choose Show Big to open the Big Graphical Tooth Chart. Choose Save to Images to save a copy of the tooth chart to the Imaging Module.
- Exam Sheet: Create an Exam Sheet.
- CCD: Open the Continuity of Care Document (CCD) window.
- EHR: Launch the EHR Dashboard (EHR users only).
- Layout: Allows switching between different versions of the Chart Layout. Click the drop down to select a custom layout. Click the button to create a new layout (stored as a custom Sheets). Layout selection affects the logged-on user only. To change the default chart layout see Sheet Def Defaults.
- Bridge buttons: Additional bridge buttons display when enabled in Program Links.
Graphical Chart
The Graphical Tooth Chart shows all restorative treatment that has been performed or is planned for the patient. Drag the slider bar under the tooth chart to view procedure changes to the tooth chart over time.
- Customize procedure status colors in Definitions: Chart Graphic Colors.
- Customize the type of graphic on the Procedure Code (Paint Type).
- Select freehand drawing options on the Draw tab.
- Control which procedures are shown on the graphical chart on the Show tab.
- Odontogram Notes: The white text box below the tooth chart can be used for any notes that are not pertinent to the patient's treatment. The history of these notes is not saved or tracked. This text box supports Right Click Text Box.
Tabs
To show/hide tab details, click the currently selected tab.
- Enter Treatment: Enter and chart procedures. See Enter Treatment.
- Missing/Primary: Record missing teeth, and mark primary/permanent teeth on the graphical tooth chart. See Missing/Primary Teeth.
- Movements: Indicate tooth movement on the graphical tooth chart. See Tooth Movements.
- Planned Appts: If treatment is needed, set up the patient's next appointment. See Planned Appointments.
- Show: Set up different views for the Progress Notes grid. See Show Chart Views.
- Draw: Freehand draw on the graphical tooth chart. See Draw on Tooth Chart.
- Ortho: Only available when the preference, Show Ortho button and tab in Chart Module, is enabled. Displays the Chart in Ortho mode to view chart hardware and Ortho Chart notes.
Patient Info
Patient information is in the lower left. The fields that appear are defined in Display Fields. Double-click a white row to open Edit Patient Information.
Note:
Patient Fields only show if there are PatFields added to
Fields Showing in Display Fields, ChartPatientInformation.
A summary of medical information appears in pink/light red by default. To change the color of the medical area, see Definitions: Misc Colors. Double-click on a medical row to open the Medical.
Progress Notes
The grid title and items that show in the Progress Notes area are determined by the options selected for the active Chart View under the Show tab.
- The color for specific types of entries can be customized in Definitions: Prog Note Colors.
- If the preference, Use provider color in chart, is enabled, rows for Completed and Existing Complete procedures are filled with the Provider color of the treating provider.
- Completed procedures may use the Existing Other color when the logged-on user has Chart graphics color distinguishes current provider enabled. See User Settings for details.
To edit an item in the Progress Notes, double-click on it. Right-click to view additional options.
Items in the Progress Notes are sorted in the following order:
- Date (oldest on top)
- Type (task, procedure, sheet, etc.)
Procedures are sorted in the following order:
- Date (oldest on top)
- Status (treatment planned procedures show before completed procedures)
- Priority (highest to lowest based on the order on priority options)
- Tooth number (no tooth number first, then lowest to highest)
- Procedure Code (lowest to highest)
See Show Chart Views for additional information on filtering the Progress Notes section.
Right-Click Options: Right-click options change depending on items selected. Unavailable options are greyed out. Some right-click options may be hidden depending on a user's Permissions
Use the Show Tab, Search box to search through progress notes using a word or phrase.
Note: Forms designed using sheets can only be deleted by double-clicking the form, then deleting it from the Fill Sheet window. Deleted sheets are not permanently removed from the database. They can be viewed in Audit mode and also restored if needed.
Paging (<<, <, >, >>): As progress notes become longer, use the arrows or numbers to navigate through progress note pages. Paging only appears if the patient has more than 500 items in their progress notes (commlogs, procedures, tasks, emails, etc). When the progress notes are sorted by a column, paging is disabled for the results until the Chart Module is refreshed."
Image Tabs
The tabs below Patient Info reflect Image categories that have been marked as Show in Chart module in Definitions: Image Categories. This is useful to view items like radiographs and photos directly in the Chart Module.
- Image files display a thumbnail preview.
- The height of the images section can be made taller or shorter by dragging the splitter.
- To quickly minimize/maximize the area, click on the current tab.
- Click the All tab to show all images for all tabs.
- Double-click an image to open the image full size in a new window. The new window can be dragged to another monitor if multiple monitors are used, and it can remain open while returning to the Chart. When an image is displayed, the following right-click options are available:
- Copy: Copy the selected image.
- Flip Horizontally: Flip the image orientation horizontally. Orientation saves when closed.
- Rotate Left: Rotate the image to the left. Rotation saves when closed.
- Rotate Right: Rotate the image to the right. Rotation saves when closed.
- Rotate 180: Rotate the image 180 degrees. Rotation saves when closed.
- Info: Open the Item Info window.
- Double-clicking a non-image file (e.g., xls, txt) opens that file in the default program for that file type.