Ortho Chart Setup

In the Ortho Chart, click Setup.

Alternatively:

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.

Add Tabs

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.

Note:
  • The name of the first tab determines the text on the Ortho Chart button in the Chart module toolbar and the text of the Go to Ortho Chart right-click option when clicking on an appointment in the Appointments module.
  • When there are multiple tabs, the Ortho Chart button in the toolbar will include a dropdown for each tab.


In Setup Display Fields, click Setup Tabs.

Use the Up and Down buttons to reorder tabs.

Click Add to create a new tab or double click an existing tab name to edit.

Add Columns to a Tab

The columns that show on an ortho chart tab are also set in Display Fields. Columns can allow text entry, offer selection from a pick list, or show a signature box.

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.

Note: A field is deleted when it is moved into Available Fields for every tab.

To edit a column name, customize width, or create pick list options, double-click the field under Fields Showing.

Click OK to save.