View Treatment Hub

With the Treatment Hub, you can access your patients' treatment plan, chart, progress, and images all in one convenient place directly from the patient folder.

How to Get Here

You can open this feature in multiple ways: Use the method that's most convenient for you.

Scheduler - Right-click an appointment and select Treatment Hub, or activate a patient and select the Treatment Hub icon from the Scheduler ribbon bar to open the patient's Treatment Hub page.See "View & Navigate Your Schedule" for details.

Use This Feature

Patient Information & Progress

The patient information and progress sections of the Treatment Hub include the patient age, responsible party and family names, medical alerts (in red), significant treatment dates, contract progress and scheduled appointments. Because all of this information always appears at the top of the Treatment Hub, you might want to keep the patient information panel minimized during general use.

Responsible Party Links - You can click a responsible party name to go to that party's page, or hover over the name to view contact details and initiate an email message.

Guardian Icon- The Guardian icon appears beside a name to indicate when the patient's address exactly matches the responsible party's address, indicating that the patient lives with that party.

Sibling Links - If a sibling is also a patient in your office, you can click the sibling name to open that patient folder. (See "Patient Family Panel" for details about linking patient families.)

Appointments - You can hover over the patient's next scheduled appointment link to view additional details. In addition, if the patient has a currently active appointment, the number of minutes remaining until the scheduled end time appears.

Progress - The two progress bars indicate the patient's percentage of treatment time that has taken place, as calculated from the start date and expected or actual removal date, and the percentage of the contract fee that has been paid so far. (See "View Treatment Findings / Tooth Chart" for details about setting the start date and removal dates.) The treatment progress bar changes color to indicate how treatment is progressing relative to the estimate. Green = at or below estimate; Red = Over estimate; Yellow = Patient treatment completed. (You can optionally provide a way for patients and parents to see the treatment progress graph via your Practice Connect app. See "Practice Connect" for details.)

Dental Visit - The next dental visit date auto-fills from the Milestones panel of the patient's Home page, and cannot be edited here. See "Patient Appliances & Milestones" for details

Patient Images

The patient's images appear at the top of the Treatment Hub page, in the layout you select in your Imaging Layouts editor. We recommend you select a cardflip layout, which displays individual images, while providing you a way to view additional images and timepoints as well as maximize images from within the Treatment Hub. You can enable the Stack tooth chart and images Tooth Chart user option to stack your tooth chart and image layout on your Treatment Hub, or disable this option to show the tooth chart and image layout side-by-side.(See "Set Up Image Layouts" for details about selecting the layout to use in your Treatment Hub; See "Set Up Tooth Chart Options" for details about stacking the images and tooth chart.) In addition, double-clicking an image in the Treatment Hub opens the patient Imaging page to that image.

Tooth Chart

The patient's tooth chart appears at the top-right of the Treatment Hub page. You can enable the Stack tooth chart and images Tooth Chart user option to stack your tooth chart and image layout on your Treatment Hub, or disable this option to show the tooth chart and image layout side-by-side.(See "Set Up Tooth Chart Options" for details about stacking the images and tooth chart.) See "View & Edit Tooth Chart" for details about using the tooth chart.

Expand tooth chart - To expand the tooth chart to full-screen, click the Expand button in the upper-right corner of the chart. Click the button again to minimize the chart.

View Tooth Chart from Findings Page - You can also view and edit the tooth chart form the patient's Findings page. (See "View Treatment Findings / Tooth Chart" for details.)

Messages

You can include up to two patient-specific messages that appear in the middle of the treatment hub. If at least one of your messages is two or more lines long, the message box area of the treatment chart "grows" to fit all your text. To change a message text or colors, click the

icon beside the message you want to edit. Then type the new message, and select the text color and background color to use.

Resize Summary & Records Sections

Use the slider bar between the message fields at the top of the treatment chart records and the patient summary to change the space allotted to each section. You can use the slider to completely eliminate the summary section, providing the maximum space for viewing treatment chart records.

Treatment Chart Records

Review the treatment chart records you have created for this patient. The information shown in an individual record depends upon the style you used to create it The records are listed in the order you create them, so you accumulate a chronological record of activity as a patient progresses through treatment. See "Add, Edit, & Sign Treatment Chart Records" for details.

Show / Hide Notepad, Correspondence History, and Treatment Sequence Entries

Your Treatment Hub can optionally display patient notepad entries, Correspondence History documents, and Treatment Sequence items within the list of treatment chart records. To choose which items to include, click the

Filter icon at the top left of the treatment chart records section, and select enable / disable items as needed. Edge remembers your filter settings the next time you view the Treatment Chart.If other Edge users want the settings you have chosen, you can use the Assign Options tool to copy your settings them.

Print Treatment Hub - Click

Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge" for details.) You can choose to include all data from the current screen, including the patient information and progress, treatment plan, and tooth chart on the print out, or include only the currently displayed treatment chart records.

Copy Column Text

You can right-click a treatment chart column to copy the text to your clipboard. You can then paste the text into another Edge field, or a text application (such as a word processor or email message).

Sign Treatment Chart Records - Users with appropriate security rights can right-click to sign treatment chart entries, lending additional accountability to the records. This feature is especially useful in university settings, where entries are double-checked for accuracy. See "Add, Edit, & Sign Treatment Chart Records" for details.

Add & Edit Treatment Chart Records - Add a treatment chart record to a patient folder to document each procedure you complete for a patient. You can manually enter treatment chart records, import findings data, and automatically add data while you edit a patient's tooth chart. In addition, you can verify treatment chart activity by requiring authorized persons (such as your orthodontists) to sign new entries before they become a permanent part of the patient's record.See "Add, Edit, & Sign Treatment Chart Records" for details.

Delete Record - Select a record that has been created within the past 24 hours, and click Delete on the Treatment Chart or Treatment Plan section of the Patient ribbon bar, or right-click the record and select Delete.

More Information

Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue.

Trigger a Workflow - Use the Open Treatment Chart, Create Treatment Chart Entry or Edit Treatment Chart Entry workflow trigger to activate a workflow whenever you open the Treatment Hub page, or create / edit a treatment chart record for a patient folder. See "Workflow Trigger Editor" for details.

Automate Record Creation with a Workflow - Use the Create Tx. Chart Entry workflow activity to open the patient's Treatment Hub and add a new treatment chart record whenever the activity is triggered by a workflow. See "Set Up Workflows" for details.

Work with Patient Folders

Edge includes several tools for working within your patient folders, regardless of which page is currently selected.

View Patient Information Panel - The Patient Information Panel contains patient treatment, biographical, and contact information. You can personalize the panel to include additional widgets you refer to most often. The panel always appears on the left side of the patient's Home page. You can optionally hide / show the panel on all other patient folder pages. See "Patient Information Panel" for details.

Resize Header - Click the bar between the patient folder header and the information panel to change the space allotted to each section.

Reposition / Close Tabs - Right-click the page header to close, reposition, rearrange, or resize the window. Tell me more...

Re-Open Patient Folder - Click Other Actions then select Reopen from the Patient ribbon bar to open a second session of the patient folder. If you have multiple screens, you can then drag one of the folder tabs to another screen. This feature is particularly useful for systems with dual monitors that want to keep the patient folder information available while viewing images (or any other page of the patient folder) on another screen.

Refresh - Click Refresh on the Quick Access toolbar (or press F5 on your keyboard) to refresh the data on your screen.