How to Document Patient Chief Concerns

You can document a patient's chief concern as part of the clinical workflow. The Define Chief Concern control is part of the clinical notes interface in the Hard Tissue Chart (US)/Dental Chart (UK), Clinical Chart (EMR), Soft Tissue Chart, Perio Chart, Orthodontic Clinical Summary, and Treatment Plan screens.

To document a patient's chief concern:

1. From the Patient tab, click Clinical and select a clinical view. 
   
2. In the clinical notes section, select Define Chief Concern. The Create Patient Chief Concern window is displayed.
   
   Note: From the Clinical Chart (EMR), click Define Chief Concern on the right side of the relevant date.
3. Use the drop-down list to select a chief concern.
4. Enter more specific information into the Additional Details field. 
5. Click Create. A clinical event note is created for the date entered.
   Note: Only one chief concern can be defined per date, appointment, or encounter.

Note: The Patient Chief Concern feature is managed from the Administration tab. For more information, see How to Set Up Patient Chief Concerns.