Editing custom imaging procedures

You can edit any custom imaging procedure. Any changes to a custom imaging procedure do not affect images that have already been taken using that imaging procedure.

To edit a custom imaging procedure

1. If you are not already viewing the correct location, select it on the Location menu.

2. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

   Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

3. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or Imaging.

4. On the Chart, Progress Notes, Perio, Tx Planner, or Imaging tab of a patient's clinical record, on the Imaging tab's menu, click (or tap) Acquire images.

   

   The options for acquiring images become available.

   

5. Under Imaging Procedures, click (or tap) the Custom tab.

   

   Any existing custom imaging procedures are listed.

   Note: Custom and favorite imaging procedures are location specific.

6. Select an imaging procedure.

   The options for the selected procedure become available.

   

7. Click (or tap) the Edit button next to Acquisition Options for [Procedure Name].

   The options to edit the imaging procedure become available.

   

8. Change any of the following options as needed:

   • Procedure Name - A name for the imaging procedure. The name can be up to 11 characters long.

   • Code - A valid procedure code or a multi-code. The specified code will be posted to a patient's record when this imaging procedure is used to acquire images. However, if the code is invalid, an error message will appear during acquisition, and the code will not be posted.

   • The default state for the following checkboxes (which are available only if a Code is entered):

     • Apply charges - Select or clear this checkbox to specify whether you want to have the fee or a zero amount, respectively, posted for the specified Code by default. This can be changed at the time of acquisition.

     • Bill to insurance - Select or clear this checkbox to specify whether you want to have the patient's insurance carrier billed or not billed, respectively, for the specified Code by default. This can be changed at the time of acquisition.

9. Edit the image placeholders in the template as needed:

   1. To move a placeholder, drag it to a different spot.

      

   2. To switch the orientation of a selected placeholder, click (or tap) the Rotate button .

   3. To proportionally resize a selected placeholder, drag the resizing handle (the angled bracket in the lower-right corner of the placeholder) either diagonally down and to the right or diagonally up and to the left. Afterward, you may need to drag the placeholder to reposition it on the template.

      

   4. To align the top edge of a placeholder with the top edge of another placeholder, select the Align horizontally to selection option  of the placeholder to align, and then click (or tap) the placeholder to align it with.

      

   5. To align the left edge of a placeholder with the left edge of another placeholder, select the Align vertically to selection option  of the placeholder to align, and then click (or tap) the placeholder to align it with.

      

   6. To resize a placeholder to be the same size as another placeholder, select the Resize to selection option  of the placeholder to resize, and then click (or tap) the placeholder to resize it to.

      

   7. For a template with intraoral X-rays or photos, to assign tooth numbers to a selected placeholder, click (or tap) the Edit button  to open the the Assign Tooth Numbers dialog box, select the applicable teeth, and then click (or tap) Assign Teeth.

      

   8. Repeat steps a-g as needed to edit other placeholders.

   Notes:

   • You cannot add or remove placeholders.

   • You cannot change the acquisition type.

10. If the template is not for a mirrored exam (images should be displayed as if you are looking into the patient's mouth), make sure that the Mirrored Exam checkbox is clear. However, if the template is for a mirrored exam (images should be displayed as if you are looking out from the patient's mouth), make sure that the Mirrored Exam checkbox is selected to have the images flipped on the horizontal axis.

11. To view or change the default acquisition order, click (or tap) Set Order.

    Numbers appear on the placeholders to indicate the order.

    

    To change the order, do the following:

    1. Click (or tap) Reset to remove the order number from every placeholder.

    2. Click (or tap) each placeholder in the order that you want to acquire the images.

       Note: To undo order assignments, click (or tap) Undo as needed.

    3. When you have assigned an order to every placeholder, click (or tap) Finish.

12. Click (or tap) Save.