Use the Notes feature of the Hard Tissue Chart 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.
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. Hover your cursor over a previous appointment to display the Note controls. Use the arrow to show/hide notes for a visit date; click the Pencil icon to edit a note.
- 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 or Note Template
You can add or edit a note for the current day's appointment or a previous appointment.
To add or edit a note:
- Select the current or previous appointment from the panel on the left.
- Click Add Note to display an entry field for comments,
Click Add Template to access a list of note templates.
Select a template from the list to preview the text, and then click Apply.
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.