Enter Treatment

In the Chart Module, select the Enter Treatment tab.

Users can chart planned treatment, treatment that is 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 a button to populate a surface in the box above. To remove an entry, click the button again. Multiple surfaces can be selected. The box itself cannot be edited.

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

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. This date populates on all procedures, regardless of Entry Status, unless procedures are attached to an appointment, in which case the appointment date is used.

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): Customize options in Definitions: Prognosis.

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

Procedure List: Select a code from the Procedure Codes.

Procedure Buttons: These buttons are associated with multiple codes or Auto Codes and organized by category. see Procedure Buttons.

Type Proc Code: Manually type the code then click OK. If a D code, entry of the D is optional.

Quick Buttons: These buttons are associated with a single code and designed to quickly chart fillings and sealants.

Note: If the procedure code requires a treatment area, select it before charting the procedure. Choose teeth from the Graphical Tooth Chart.

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

Entering by treatment area:

By default, procedures are charted with a status of Treatment Planned. Double-click a procedure to manually change the procedure status, or before charting treatment, change the radio button in the Enter Treatment tab to the correct status.

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

The procedure is added to Progress Notes and shows on the tooth chart (if applicable). If information is missing, the Procedure opens. Double-click a procedure to edit it.

Conditions and Diagnoses: There are two possible workflow options for charting diagnoses (e.g., caries).

Change Code Recommendations

If using Auto Codes, users may be prompted to change a procedure code if Open Dental has recognized a mismatch.

To set whether or not staff is required to accept Auto Code suggestions set Require use of suggested auto codes in Preferences.