Ortho Chart Setup
In the Ortho Chart, click Setup.
Before entering information in the Ortho Chart, there are a few setup steps. The information defined during setup affects the tabs, columns, and info that shows in the ortho chart.
Tabs are a way to organize ortho chart information. By default, there is one tab labeled Ortho Chart, but you can add many. Each tab can have the same or different columns showing.
In Ortho Chart Setup, click Setup Tabs.
Click Add to create a new tab or double click an existing tab name to edit.
Enter the tab name then click OK.
To remove a tab, mark it as Is Hidden.
To reorder tabs, use the up/down arrows.
On the Setup Display Fields window, click the Tab dropdown and select the tab.
The fields listed under Fields Showing reflect the columns that will show for the tab. The fields listed under Available Fields are options that are not currently showing.
Add or remove columns as needed.
To edit a column name, customize width, or create pick list options, double-click the field under Fields Showing.
Display Name and Internal Name: Use these fields together to have columns' display names appear the same (e.g. Notes and Notes) but contain different information that is not duplicated across all tabs. Otherwise, just enter an Internal Name.
Minimum Width: A fixed minimum column width based on the length of the name(s).
Column Width: Enter the actual width of the column. If the minimum width is more than the column width, adjust the column width to match for best visual results.
Check to show signature box in the Ortho Chart: Only check if this column is for an Electronic Signature (see below). It will add a signature box to the ortho chart and this column will indicate when an electronic signature is valid.
One entry per line: Add options for a pick list or leave blank to allow text entry. If creating a pick list, when a user clicks on a cell in this column, a dropdown list of all options will show. Enter one selection item per line. Use the up and down arrows to reorder items.
Click OK to save.
To add Electronic Signatures to the Ortho Chart, add a signature column to at least one ortho chart tab. Only one column can be set as a signature.