Using the Hard Tissue Chart Recorded Class
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. 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.
- 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.
|Tip:||You can leave the note entry window open while you gather details from the patient’s clinical screens. Click and drag to move it around the screen. The note remains open while you perform other tasks on the Patient's UI, as long as this patient is the active tab. If you navigate to another patient or another part of the software, you are prompted to save the note. Click Save to close the window.|
To add or edit a note:
- Select the current or previous appointment from the panel on the left.
- Click Insert Note. The Note for ____ window is displayed.
- 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.