How to Track Visits with the Clinical Chart (EMR)

The Clinical Chart (EMR) interface displays a synchronized history of a patient's clinical events and options for adding or updating information both during and after the patient's appointment.

While the Hard Tissue Chart/Dental Chart provides a graphical display of rendered treatments, the Clinical Chart (EMR) displays a chronological, text-based view of clinical events that have occurred via the Hard Tissue Chart/Dental Chart and corresponding clinical screens (such as the side panel of the Treatment Plan or the Orthodontic Clinical Summary).

You can use the Clinical Chart (EMR) to document walk-in appointments, manage current appointments, define chief concerns, create a lab case, and insert notes into events in the list. 

Documented clinical events include:

• Charted observations, diagnoses, and existing restorations via Current mode in the Hard Tissue Chart
• Patient's chief concern for the appointment
• Day-based clinical notes entered to document care
• Notes added to clinical events, such as procedures, that provide additional detail
• Questionnaires and correspondence that were flagged as clinical
• Lab cases
• Watches that were created to monitor potential concerns
• Treatment plans
• Procedures that have been scheduled, planned, or completed as part of patient care
• Prescription-based events, including drug order details and status updates of patient prescriptions

To access the Clinical Chart (EMR):

1. From the Patient tab, select Clinical > Clinical Chart (EMR). Treatment visits are listed in chronological order.
   
2. Under Actions, you can use the Mouth Region Filter to select an area to view, or use the Search field to display specific information.
   Note: From this search field, you can search for any type of information contained on this screen. If you filter based on treatment type, then it will filter the content within a date/appointment.
   Tip: Events with lengthy details are shortened, and you can click ...Show More to show the full details. Click Expand All Displayed Data if you want all of the events to expand and show the full details.
3. Next to Display, you can keep All Treatment Types, or use the drop-down list to select one or more specific categories.
   
4. Use the Date Range filter or the Jump To feature to jump to a specific date in the list.
   Note: The Date Range defaults to Last 12 Months.

Tracking Widgets

You can also use the panels on the top of the chart to access and update:

• Medical Alerts
• Medications
• Allergies
• Patient Information:
  -- Referral Source: An active referral source that is assigned to the patient in their record is displayed, if applicable. Click the referral source name to view the Referral Details as well as a hyperlink to the referral source entry. See How to Manage Referral Sources and How to Add a Referral Source to a Patient Record for more information.
  -- Additional Outside Doctors: COMING SOON!
  -- Last X-Ray: COMING SOON!
  -- Preferred Pharmacy (COMING SOON!): The patient's preferred pharmacy which can be added from the patient record, patient home page, Patient Snapshot, or right here from this widget in the clinical chart. See How to Store and View the Preferred Pharmacy for Patients for more information. 

Current Appointments

For current appointments, a Manage Appointment link is displayed at the top of the appointment block (date line) next to the Add to Chart control. Items added to the appointment are displayed as cards for that date, with icons to indicate the type of entry. 

• Click Manage Appointment to modify the scheduled procedures, add new ones, defer scheduled ones, add from treatment plans, complete procedures, complete the appointment, and enter notes to be viewed at checkout.
  
• Click Add to Chart to define the patient's Chief Concern, add a Clinical Note, create a Prescription, or create or manage a Treatment Plan. The appropriate window is displayed for each selection.
  Note:
  --You can also click Review and Sign on Treatment Plan cards to capture an electronic patient  signature. See How to Digitally Capture Treatment Plan Signatures for more information.
  --As changes are made to treatment plans, the associated treatment plan card is moved up in the EMR page to the most recently updated date.

Walk-in Appointments

To begin documenting a walk-in appointment:

1. Under Actions, select Start Walk-In Appointment. The Walk-In Appointment window is displayed.
   
2. Select the Chair/Room for the appointment, duration, and staff members.
3. Click Start Appointment.