How to Add/Edit Clinical Notes from the Hard Tissue Chart

Related Training
Using the Hard Tissue Chart Recorded Class

Use the Notes feature of the Hard Tissue Chart (Dental Chart for UK customers) to add or edit procedure- or item-related clinical notes to a patient's visit. 

Note: You can use the Search field to search a patient's clinical notes history based on a variety of criteria, including specific dental anatomy, recorded conditions, planned or completed procedures, and custom clinical events.

From the Patient tab, select Clinical > Hard Tissue Chart (US) or Dental Chart (UK). 

Clinical notes can be accessed by:

• Visit date: Use the panel on the left side to select a visit date. Previous visits are listed by date below Today's Appointment.
  Note:
  --The Clinical Notes panel is split up into date blocks. These date blocks can be an appointment, an encounter, or any day on which something clinical happened even if the patient was not in the office (e.g., work on a treatment plan, a phone consultation, etc.). For a given date, anything clinical that occurs or is documented is contained within the date block.
  --The current day's appointment block is expanded if there is an appointment or there is activity such as scheduling procedures, charting, etc.. If there is no activity, the block is not expanded by default. 
  --By default, the three most recent date blocks are expanded automatically (not including today), displaying all of each day’s clinical history (e.g., clinical events, completed procedures, clinical notes, etc.).
  --In addition, if the three dates originally expanded all include top level notes (i.e., clinical notes that are added to the date but are not appended to a clinical event such as a charted findings), no additional dates are expanded; however, Sensei Cloud will expand additional dates until three dates including notes are visible, up to six dates in addition to the current day's appointment. 
  Click the arrow to display note information, and hover your cursor to display the Note controls. Use the arrow to show/hide notes for a visit date; click the Pencil icon to edit a note.
  
  Note: You can also click Today's Appointment and the Manage Today's Appointment window is displayed. From here you can add or edit the procedures included in the appointment, and you can also mark procedures as complete. See How to Auto-Post Completed Procedures for information on auto posting charges for completed procedures. 
• Tooth or region:  Select the tooth, tooth section, or region, and then select a diagnosis (Current Mode) or procedure (Planning Mode) from the pop-up panel. You can also click View Charting History to access existing notes for the tooth or region.
  
  Note: Use this panel to add or edit a Watch for the selected tooth. 

 Use these buttons to expand and collapse the Clinical Notes panel:

You can also click anywhere outside the panel to return to the default view.

Adding a New Note

You can add or edit a note for the current day's appointment or a previous appointment.

To add or edit a note:

1. Select the current or previous appointment from the panel on the left.
    
2. Click Insert Note. The Note for ____ window is displayed.
   
3. Select a template from the list to preview the text, and then click Insert Text.
   The note is created using the text from the template, which you can edit. 

Note: The date, time, and user name are displayed for each note that is created, edited, or removed. The exception to this rule occurs when you remove a note you created on the same day you created it, and it was not edited.