Progress notes centralize documentation and exam information to help you quickly review a patient's history. If you are viewing the work chart view, the Progress Notes panel is located below the graphical chart.
Each time a procedure, exam, condition, treatment plan, referral, or clinical note is posted in Chart, a line is added to the progress notes. For each item recorded in the progress notes, you will see the date that the treatment was entered, treatment areas (if applicable), the procedure code, the provider, a description, the treatment status, the treatment approval status, and the dollar amount that is associated with that procedure.
Notes:
If a procedure has a note attached to it, a double arrow (>>) appears to the right of the description.
If a procedures has a referral attached to it, an "R" is added to the beginning of the treatment status
Progress notes are listed in chronological order by date, then tooth number.
Tip: To copy the progress notes as they are currently being viewed along with some patient information to the Windows Clipboard so you can paste the text into another document (such as a letter in a word processing program), on the File menu, click Copy to Clipboard.
You can utilize the controls on the Progress Notes panel to work with the items in the progress notes. You can complete procedures, assign treatment plan approval statuses to procedures, delete procedures and conditions, and print the progress notes.
The following table explains the function of each button.
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With one or more treatment-planned procedures selected, click the Set Complete button to complete those procedures. Note: To select multiple procedures so you can set them complete simultaneously, click a procedure, and then, while pressing the Ctrl key, click the other desired procedures. To select a range of adjacent procedures, click the first procedure of the desired range of procedures, and then, while pressing the Shift key, click the last procedure of the desired range of procedures. |
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With one or more treatment-planned procedures selected, click the Assign Treatment Approval Status button to assign a treatment plan approval status to those procedures. Note: To select multiple procedures so you can assign a status to them simultaneously, click a procedure, and then, while pressing the Ctrl key, click the other desired procedures. To select a range of adjacent procedures, click the first procedure of the desired range of procedures, and then, while pressing the Shift key, click the last procedure of the desired range of procedures. |
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With one or more conditions, treatment-planned procedures, existing procedures, and/or existing-other procedures selected, click the Delete button to remove those procedures from Chart. Note: To select multiple procedures so you can delete them simultaneously, click a procedure, and then, while pressing the Ctrl key, click the other desired procedures. To select a range of adjacent procedures, click the first procedure of the desired range of procedures, and then, while pressing the Shift key, click the last procedure of the desired range of procedures. |
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Click the Print Progress Notes with Chart button to print the progress notes and graphical chart as they are currently being viewed. Note: When printing progress notes, Dentrix Enterprise references the status checkboxes. Only the items that correspond to the selected checkboxes will be appear on the report. |
Select or clear any of the following checkboxes to specify what you want to view in the progress notes:
Treat Plan - With this checkbox selected, treatment-planned procedures appear in the progress notes. With this checkbox clear, treatment-planned procedures do not appear.
Completed - With this checkbox selected, completed procedures appear in the progress notes. With this checkbox clear, completed procedures do not appear.
Existing - With this checkbox selected, existing and existing-other work appear in the progress notes. Invalidated conditions and diagnoses may also appear according to the view setting. With this checkbox clear, existing and existing-other work do not appear.
Conditions - With this checkbox selected, conditions and diagnoses appear in the progress notes. Invalidated conditions and diagnoses may also appear according to the view setting. With this checkbox clear, treatment-planned procedures do not appear.
Exams - With this checkbox selected, perio exams appear in the progress notes. With this checkbox clear, perio exams do not appear.
Clinic Notes - With this checkbox selected, clinical notes appear in the progress notes. With this checkbox clear, clinical notes do not appear.
Consent Forms - With this check box selected, saved consent forms appear in the progress notes. With this checkbox clear, consent forms do not appear.
Note: You can also change the view options on the View menu.
The Progress Notes panel's view options are saved when you close Chart. The next time you open Chart, those same options will be used as the default view settings.
Note: The automatic save feature for the progress notes is workstation-specific, so each station on the network can have different settings. Also, this feature is user-specific, so each Dentrix Enterprise user account can have different settings on any given workstation.
