In Chart, you can chart recommended or planned treatment.
Note: Charting planned treatment requires the "Treatment Plan, Enter" security right.
To chart planned treatment
With a patient selected in Chart, if applicable, select a provider other than the default chart provider for the patient's charting session.
Note: The selected provider will be assigned to all procedures, conditions, and diagnoses that you chart during the current charting session.
If the planned treatment that you are charting requires a tooth number, select the applicable teeth in the graphical chart.
Do one of the following:
Click a procedure button.
Click a procedure code category button. The Select Procedure Code dialog box appears. Select a procedure code, and then click OK.
On the menu bar, click Procedures. The Procedure Codes dialog box appears. In the Category list, select a category to view the corresponding procedure codes. In the Procedure Code List, select a procedure code, and then click OK.
On the menu bar, click Multi-Codes. The Select Multi-Code dialog box appears. Select a multi-code (a set of related procedure codes that are typically done at the same time), and then click OK.
Do one of the following:
If the selected procedure requires the selection of quadrants, sextants, or arches, the Quadrant Selection, Sextant Selection, or Arch Selection dialog box appears. Select the applicable treatment areas, and then click OK.
If the selected procedure requires the selection of surfaces, the Surface Selection dialog box appears. Do one of the following:
If one tooth is selected:
Select the checkboxes that correspond to the correct treatment areas.
Click OK.
If multiple teeth are selected:
With the first tooth selected in the list on the left, select the checkboxes that correspond to the correct treatment areas, and then click Add.
Do one of the following for the other teeth listed:
To apply the specified surfaces to all the other teeth listed, click Apply to all teeth. On the confirmation message that appears, click either Yes to apply the surfaces to all the teeth listed (you can change the surfaces of any tooth as needed before you click OK) or No to apply the surfaces to only the selected tooth (you must then add surfaces to each tooth separately before you click OK).
To add surfaces to each tooth separately, select a different tooth in the list on the left, select the checkboxes that correspond to the correct treatment areas, and then click Add. Repeat this process as needed for the other teeth listed.
Notes:
You can also change the surfaces for any tooth in the list by selecting that tooth.
To continue, every tooth in the list must have at least one surface applied to it.
Click OK.
Click the Treat Plan status button.
If applicable, do one of the following:
If the Password - Treatment Plan, Enter dialog box appears, user verification has been assigned to the "Treatment Plan, Enter" task. Do one of the following:
If your user account has been granted the "Treatment Plan, Enter" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Treatment Plan, Enter" security right, have a user with permission temporarily override this restriction so you can chart a planned procedure this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Plan, Enter" security right. To have a user with permission temporarily override this restriction so you can chart a planned procedure this one time, do the following:
On the message, click Yes.
In the Password - Treatment Plan, Enter dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The procedure is added to the graphical chart (if a charting symbol is used in conjunction with the posted procedure) and to the progress notes.
Note: Planned treatment that you chart in Chart does not appear in Ledger but does appear in the Ledger-Treatment Plan view of Ledger and in Treatment Planner.