Chart Module Preferences

Here you can set default options and settings for the Chart Module. Chart preferences are divided into two tabs.

In the Main Menu, click Setup, Chart, Chart Preferences, or Setup, Module Preferences, Chart tab.

Behavior Tab

Allow setting procedures complete: Determines whether or not users can set individual procedures complete. We recommend only allowing appointments to be set complete, not individual procedures.

Indicator that patient has No Problems: For EHR users. Select the problem that will be used to indicate the patient has no problems. Usually linked to a problem called None. Problem List

Indicator that patient has No Medications: For EHR users. Select the medication that will be used to indicate the patient has no medications. Usually linked to a medication called None. Medications List

Indicator that patient has No Allergies: For EHR users. Select the allergy that will be used to indicate the patient has no allergies. Usually linked to an allergy called None. Allergy List

Use medical fee for new procedures: Determines which fee is used for new procedures when cross-coding medical codes to procedure codes. See Cross Code.

Use ICD-10 Diagnosis Codes (uncheck for ICD-9): Determines which ICD-10 Codes are used for procedures.

Default ICD-10 code for new procedures: Click [...] to select a default Diagnosis Code that will be attached to new procedures. This code will be the first code listed on the Procedure - Medical Tab. It is often used for medical insurance, especially eClinicalWorks. The code system (ICD-9 or ICD-10) is determined by the Use ICD-10 Diagnosis Codes preference above.

Procedure locking is allowed: Not used by most offices. See Procedure Lock.

Non Patient Warning: Determines if a warning message shows when a non-patient record is opened in the Chart module.

Medication order default days until stop date (0 for no automatic stop date): Enter the default number of days from a medication order's start date to set the stop date.

Screenings use Sheets: Select whether Public Health Screening uses the classic format or a custom form designed in Sheets.

Procedures Prompt for Auto Note: Determines whether prompts in an unanswered Auto Notes are triggered when a user reopens a completed procedure. The default note must contain an auto note (Procedure Code).

Require use of suggested auto codes: Determines what options a user has when Auto Codes are triggered while entering treatment.

Allow estimates to be created for backdated completed procedures: Determines whether or not insurance estimates are created when a procedure is entered with a previous date (earlier than today) and an entry status of Complete. Typically only used by those regularly enter completed procedures for previous dates.

Allow digital signatures: Determines whether or not procedure notes can be signed using an electronic signature stamp.

Procedure Fee Update Behavior: Determines the prompt and behavior when changing the provider on a procedure. Determines if changing the provider will also change the procedure fees when they are different, and if a prompt will appear.

Do not allow different procedure and claim procedure providers when attached to a claim: Determines whether or not changing the provider on a procedure will also change the provider on attached Claim Procedures ( claimprocs ) that are attached to a claim. Most users will leave this checked to prevent provider mismatches. See Claimproc Provider for additional workflow instructions.

Note: Claim procedures not attached to a claim (e.g. for insurance estimates) always inherit the procedure provider.

Rx use selected clinic from Clinics menu instead of the selected patient's default clinic: When checked, will use the current user's selected clinic rather than the clinic assigned to the patient.

OpenDentalService alerts for schedule non-CPOE radiology procedures: See EHR Radiology Order List.

Prompt for Planned Appointment: Determines whether or not a user is prompted to create a planned appointment when a patient has procedures that were treatment planned today.

Appearance Tab

Reset entry status to TreatPlan when switching patients: Set the default setting for Entry Status on the Enter Treatment when you switch patients. Usually, treatment is entered with TreatPlan status. If you change the status to enter existing treatment, it's easy to forget to set the status back to TP.

Tooth Nomenclature: Select the tooth numbering system to display on the Graphical Tooth Chart and in reports. Open Dental supports 4 different tooth numbering systems:

Note: These numbering systems do not change how any data is stored in the database. You can freely switch back and forth between the different systems.

Procedure Group Note Does Aggregate: Determines what happens when Procedure Group Note are created for two or more procedures.

Use Provider Color in Chart: Determines what setting the background color for completed procedures in the Chart module, Progress Notes is based on.

Perio exams always skip missing teeth: Determines the behavior for teeth marked missing when using the Perio Chart.

Perio exams treat implants as not missing: Determines if teeth with implant procedure codes (paint type of implant) are considered as missing in the perio chart. Missing status may affect whether the tooth is skipped or not (see preference above).

Procedure Code List Sort: Choose a default sort option for the Procedure Codes List.

Procedure notes merge together when concurrency issues occur: If the same procedure note is edited by two or more users at the same time, each note added will merge together. Each note will show separately and will include the date, time, and user.