Editing perio exams

How to get there

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.
On the Patient menu, under Clinical, click (or tap) Perio.

The patient's clinical record opens with the Perio tab selected.

On the Perio tab of a patient's clinical record, select an exam.

From the Manage menu, click (or tap) Edit.

The Edit Perio Exam dialog box appears.

Change any of the options, such as the provider, as needed.

Set up the following options:

Date - You cannot change the date of the exam.
Provider - If necessary, select a different provider. Only providers who have access to the current location and who are flagged as charting providers are available. The exception to this is when a provider is associated with the exam and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.
Tooth navigation script - Select whether you want to enter primarily pocket depths, primarily gingival margins, the pocket depth and then the gingival margin at each measurement site, primarily mucogingival junctions, or the pocket depth and then the mucogingival junction at each measurement site. A selection frame will appear next to the applicable measure (PD, GM, or MGJ) during the exam.
Skip Hard Palate - If the selected Tooth navigation script is Mucogingival Junction, the Skip Hard Palate switch is available. By default, the switch is On, so the lingual side of the upper arch will be skipped because MGJ measurements cannot be taken in that area. To include the lingual side of the upper arch in the script, set the switch to Off.
Skip Hard Palate for MGJ - If the selected Tooth navigation script is Pocket Depth & Mucogingival Junction, the Skip Hard Palate for MGJ switch is available. By default, the switch is On, so the lingual side of the upper arch will be skipped because MGJ measurements cannot be taken in that area. To include the lingual side of the upper arch in the script, set the switch to Off.
Script - Select the sequence of movement between teeth and arches that you want to use to enter perio measurements.
Skip conditions - Select the conditions that will cause teeth with those conditions to be skipped automatically. A tooth is considered to have one of the selected conditions if an applicable charting symbol is associated with an existing or a completed procedure that was posted for that tooth. However, if Missing is selected, but Implant or Implant & Crown is not selected, a tooth that was replaced with an implant or with an implant and a crown will not be skipped.
Enter BOP and Sup - Specify if you want to delay the marking of bleeding and suppuration:
- Enter the number of teeth that you must measure before you can start entering bleeding and suppuration (for example, if you enter four, you must enter measurements for Distal, Center, and Mesial on the Facial side of teeth 1-4) unless you click (or tap) a different area of the exam than where the script starts. Also, as you follow the script to continue charting, the BOP/Sup selection frame trails behind the current tooth by the specified number of teeth (as with our example of four, if the current position is tooth 10, the BOP/Sup selection frame is on tooth 6).
- Zero indicates that you can start entering bleeding and suppuration immediately upon starting the exam.

Click (or tap) Edit Exam.

The options for editing the perio exam become available.

Enter probing depths and/or gingival margins, and chart conditions, such as bleeding and furcation, on each tooth.

As you chart, the positions of the Tooth selection frame, the PD, GM, MGJ, and BOP/Sup selection frames change according to the exam options (from the New Perio Exam dialog box).

The following examples illustrate where the selection frames are as you chart pocket depths, gingival margins, mucogingival junctions, and bleeding and suppuration according to both the tooth navigation script and the delay for charting bleeding and suppuration:

Tooth navigation script = Pocket Depth:

Enter BOP and Sup = 0 (no delay):

On the current tooth, the PD selection frame is at the first position, and the BOP/Sup selection frame is available.

On the current tooth, the PD selection frame is at the third position, and the BOP/Sup selection frame is available.

The PD selection frame and the BOP/Sup selection frame stay inside the Tooth selection frame.

Enter BOP and Sup = 1 (one-tooth delay):

On the current tooth, the PD selection frame is at the first position.

On the previous tooth, the BOP/Sup selection frame is available.

The PD selection frame stays inside the Tooth selection frame. The BOP/Sup selection frame advances with the Tooth selection frame but stays one tooth behind, so you cannot mark bleeding or suppuration while the first tooth is selected.

Tooth navigation script = Gingival Margin:

Enter BOP and Sup = 0 (no delay):

On the current tooth, the GM selection frame is at the first position, and the BOP/Sup selection frame is available.

On the current tooth, the GM selection frame is at the third position, and the BOP/Sup selection frame is available.

The GM selection frame and the BOP/Sup selection frame stay inside the Tooth selection frame.

Enter BOP and Sup = 1 (one-tooth delay):

On the current tooth, the GM selection frame is at the first position.

On the previous tooth, the BOP/Sup selection frame is available.

The GM selection frame stays inside the Tooth selection frame. The BOP/Sup selection frame advances with the Tooth selection frame but stays one tooth behind, so you cannot mark bleeding or suppuration while the first tooth is selected.

Tooth navigation script = Pocket Depth and Gingival Margin:

Enter BOP and Sup = 0 (no delay):

On the current tooth, the PD selection frame is at the first position, and the BOP/Sup selection frame is available.

On the current tooth, the GM selection frame is at the first position, and the BOP/Sup selection frame is available.

On the current tooth, the GM selection frame is at the third position, and the BOP/Sup selection frame is available.

The PD and GM selection frames, and the BOP/Sup selection frame stay inside the Tooth selection frame.

Enter BOP and Sup = 1 (one-tooth delay):

On the current tooth, the PD selection frame is at the first position.

On the current tooth, the GM selection frame is at the first position.

On the previous tooth, the BOP/Sup selection frame is available.

The PD and GM selection frames stay inside the Tooth selection frame. The BOP/Sup selection frame advances with the Tooth selection frame but stays one tooth behind, so you cannot mark bleeding or suppuration while the first tooth is selected.

Tooth navigation script = Mucogingival Junction:

Enter BOP and Sup = 0 (no delay):

On the current tooth, the MGJ selection frame is at the first position, and the BOP/Sup selection frame is available.

On the current tooth, the MGJ selection frame is at the third position, and the BOP/Sup selection frame is available.

The MGJ selection frame and the BOP/Sup selection frame stay inside the Tooth selection frame.

Enter BOP and Sup = 1 (one-tooth delay):

On the current tooth, the MGJ selection frame is at the first position.

On the previous tooth, the BOP/Sup selection frame is available.

The MGJ selection frame stays inside the Tooth selection frame. The BOP/Sup selection frame advances with the Tooth selection frame but stays one tooth behind, so you cannot mark bleeding or suppuration while the first tooth is selected.

Enter any of the following measurements for the mesial, distal, and middle sites on the facial and lingual sides of each tooth (the order depends on the selected script):

PD - If you are using the pocket depth charting mode or the pocket depth and gingival margin charting mode, enter the probing depth values (0 to 19). If you are using the gingival margin charting mode, enter the pocket depth values in the M, B (or F or L), and/or D boxes.

Note: For measurements that are four or greater, a red box appears around the number on the chart.
GM - If you are using the gingival margin charting mode, enter the gingival margin values (-19 to 19). If you are using the pocket depth and gingival margin charting mode, enter the gingival margin value after entering the pocket depth value at each site. If you are using the pocket depth charting mode, enter the gingival margin values in the M, B (or F or L), and/or D boxes.

Note: For measurements that are four or greater, a red box appears around the number on the chart.
MGJ - Enter the mucogingival junction values in the M, B (or F or L), and/or D boxes.

Note: For measurements that are critical (where MGJ minus PD is two or less), a red box appears around the number on the chart.
BOP - If bleeding is present for any sites, click (or tap) the M, B (or F or L), and/or D circles. To quickly add bleeding to multiple sites at once, click (or tap) the shortcut button or press the B key. Clicking (or tapping) the shortcut button or pressing the B key changes the applied bleeding and toggles between the bleeding options for that button: the empty circle removes the bleeding from M, B (or F or L), and D, if any; the two half circles adds bleeding to M and D; the filled circle with an A adds bleeding to M, B (or F or L), and D.
SUP - If suppuration is present for any sites, click (or tap) the M, B (or F or L), and/or D circles. To quickly add suppuration to multiple sites at once, click (or tap) the shortcut button or press the S key. Clicking (or tapping) the shortcut button or pressing the S key changes the applied suppuration and toggles between the suppuration options for that button: the empty circle removes the suppuration from M, B (or F or L), and D, if any; the two half circles adds suppuration to M and D; the filled circle with an A adds suppuration to M, B (or F or L), and D.
Furc - Select the furcation grades (F0 to F4). Furcation is not applicable to all tooth sites, so some teeth and sites do not have this option available.
Bloss - Select the amount of bone loss (None to Severe).
Mob - Select the level of mobility (None to Class III).

Tips:

To switch between hiding and showing the perio exam controls for entering data, click (or tap) the Hide and Show button .
For pocket depths, gingival margins, mucogingival junctions, and the other measurements, you can click (or tap) the left and right arrow buttons to rewind and advance the script for the exam. Click (or tap) an area on the graph to go directly to that part of the script for the exam. You can use the left and right arrow keys to move the selection frame for PD, GM , or MGJ left and right between the M, B (or F or L), and D sites. You can use the up and down arrow keys to move the selection frame for PD, GM, or MGJ up and down. With a site selected for PD, GM, or MGJ, to remove the value that you have entered, press the Delete key. After using the keyboard keys to stray from the script, to get back on script, click (or tap) the left or right arrow button.
You can enter bleeding and suppuration separately from the script for the exam. Click (or tap) the left and right arrow buttons to go backward and forward sequentially between areas in the mouth.

To enter bleeding and suppuration for an entire sextant at once, click (or tap) Mark Bleeding and Suppuration. By default, the tab of the sextant that corresponds to the tooth that is currently selected, but you can enter bleeding and suppuration on any tab as needed. In a sextant, you can quickly specify bleeding and suppuration for all sites, for the same site on all teeth on the buccal or lingual sides, or on a tooth by tooth basis. When you are finished entering bleeding and suppuration, click (or tap) Save.
You can use the number buttons or keyboard keys to enter probing depths and gingival margins.
You can zoom in and out at any time during the exam either by holding down the Ctrl key and scrolling or by moving the Zoom slider between Full, Quad, and Tooth. The Full option is available only if the resolution of your computer's (or device's) display is high enough.
To switch to a different tooth navigation script, select the desired script from the Tooth navigation script list.
To view an explanation of all the abbreviations and symbols that are used for perio exams and the available keyboard shortcuts, click (or tap) the Legend button .

When you have finished editing the exam, click (or tap) Finish Exam.