Sheet Grid
Grids are special fields used in certain sheets.
In Edit Sheet Def, click Grid.
Grids are a fixed group of information organized into columns and rows. They can be added to Statements, Treatment Plans, Referrals, Chart Layouts, and printed Payment Plans.
Also see: Sheet Field Types
When adding a grid to a sheet, use the Grid Type dropdown to select the grid. Available options depend on the sheet type.
When editing a grid, you can determine the following:
There are six statement grid types.
StatementAging
StatementEnclosed
StatementMain: The columns can be modified in Display Fields, StatementMainGrid (column names, order, and size).
StatementPayPlan
StatementDynamicPayPlan
StatementInvoicePayment: The grid will populate with payments attached to procedures on the invoice as well as unattached payments that were made on the same day.
There are three treatment plan grid types.
TreatPlanMain: At least one TreatPlanMain must exist in each treatment plan sheet. The columns can be modified in Display Fields, TreatPlanModule (column names, order, and width).
TreatPlanBenefitsFamily
TreatPlanBenefitsIndividual
There is one payment plan grid.
PayPlanGrid
There is one Referral Letter grid.
ReferralLetterProceduresCompleted. Shows completed procedures for the day the sheet is generated for the patient.
There is one grid for Patient Dashboards.
ApptsGrid
There are two grids when using Chart Layouts.
ProgressNotes
PatientInfo
ProgressNotes and PatientInfo allow for a custom growth behavior. Options include: