Enter Treatment

In the Chart Module, select the Enter Treatment tab.

You can chart planned treatment, treatment that will be referred out, or existing treatment (done at your office or another location). Entered treatment will show on the Graphical Tooth Chart and will list in the Progress Notes.

See our video: Clinical Charting 1: Entering Treatment Webinar.

Tooth Surface Buttons (B/F, V, M, O/I, D, L): Click on a button to populate the surface in the box above. To remove an entry, click the button again. The box itself cannot be edited.


The V surface is different than the other surfaces. Open Dental uses V to indicate a class 5 location along the gingival margin of the B or F. The V surface will draw separately on the tooth chart. There is no corresponding lingual class 5 indicator. Since V is not one of the surfaces allowed when submitting to insurance, it will convert to B or F on all claims. Also, you should not count a V as another surface additionally to B or F because no line angles were crossed. For example, you might have a 2 surface DBV, which would be automatically converted to a DB on outgoing claims. V is also not counted as a surface for auto codes. Surfaces are handled slightly differently in Canada.

Entry Status: Determines the procedure status. Set status colors in Definitions: Chart Graphic Colors.

Note: Conditions and Diagnoses: There are two different possible workflows for charting diagnoses like caries. The simpler workflow is to mark the "diagnosis" on the procedure that is being treatment planned. The other workflow is to enter all the "conditions" in one pass, followed by entry of all the planned restorations. Here's how to setup and use conditions:
1. Go to Procedure Code List and make sure a dummy Procedure Code for Caries exists. Search carefully. If you don't see it, uncheck "Show Hidden" and use the search box.
2. If the code truly does not exist, Add Procedure Code, type None. The category will probably be No Fee, or similar.
3. Edit the Procedure Code to make sure it has a Paint Type of Filling(dark or light), and Treatment Area of Surf.
4. Definitions: Chart Graphic Colors Condition (or light) should have a color like red.
5. Enter like this: Click graphical tooth, click Surfaces, click Condition, click Procedure List, pick the Caries code.
6. To speed up entry, you can add the code to a new Procedure Button.

Date/Today: The procedure's entry date. Check Today to insert today's date. To enter multiple procedures with a previous date, uncheck the today box, then enter the date first, before entering treatment.

Diagnosis (optional): One diagnosis can be set per procedure. Diagnoses do not show on the graphical tooth chart. Customize options in Definitions: Diagnosis Types. To see diagnoses separately from the proposed treatment, use the Condition (Cn) entry status.

Prognosis (optional): Not used by most offices. Customize options in Definitions: Prognosis.

Priority (optional): Used to prioritize treatment planned procedures. Customize options in Definitions: Treat' Plan Priorities.

There are multiple options to create a procedure:

Treatment Plans: Check this box to show treatment plan information in place of the Progress Notes. See Treatment Plan in Chart.This check box only shows when Is TP View is also selected for the Chart View on the Show tab (Show Chart Views).

Entering Treatment

When entering a procedure code for one tooth, select the tooth from the graphics. Select multiple teeth if entering the same procedure for each tooth.

When entering a procedure for a tooth range, select the range of teeth from the graphic. The selected procedure code will automatically enter the teeth into the treatment area.

When entering a procedure for a quadrant, select any tooth in that quadrant. When entering a procedure for an arch, select any tooth in that arch. The charted procedure will then automatically enter the correct treament area.

By default, procedures will chart with a status of Treatment Planned. Double-click a procedure to manually change the procedure status.

Treatment Planned procedures will default to the provider for the patient's first appointment of the day, if it exists.

Procedures will chart with today's date. Double-click a procedure to manually change the date. To change the date on multiple procedures, right click and select Edit All.

The procedure will list in the Progress Notes and show on the tooth chart (if applicable). If information is missing, the Procedure will open so you can fill it in. Double-click a procedure to edit it.

Change Code Recommendations

If using Auto Codes, you may receive a prompt to change a procedure code if Open Dental has recognized a mismatch. For example, if you select three surfaces for a two surface procedure code, Open Dental will prompt you to change to the recommended three surface procedure code.

To set whether or not staff is required to accept auto code suggestions, see Chart Module Preferences, Require use of suggested auto codes.