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Filtering the Progress Notes panel

The progress notes are listed in the  Progress Notes panel according to the options that you select. You can select these options from the View menu in the Patient Chart or from the Progress Notes toolbar.

To filter the Progress Notes panel

1.   Select a patient.

2.   In the Patient Chart, click View, point to Progress Notes, and then click one of the following:

·        Treatment Plan to display or hide treatment-planned procedures only.

·        Completed Work to display or hide completed procedures only.

·        Existing Work to display or hide procedures with a status of Existing or Existing Other.

·        Conditions to display or hide all conditions entered into the Chart and their Dental Diagnostic codes.

·        Exams to display or hide periodontal exams.

·        Referrals to display or hide referrals.

·        Clinical Notes to display or hide clinical notes.

·        Expand Notes to display or hide any notes attached to displayed procedures.

·        Default Sort to re-sort the progress notes according to their creation date.

·        By Date to view all progress notes or only the progress notes between the dates that you specify.

·        By Provider to sort notes according to provider.

·        By Selected Teeth to sort notes by selected teeth.

·        View All to view all progress notes regardless of status.