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Add, Edit, & Sign 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.

How to Get Here

Open patient > Treatment Hub.

Use This Feature

Select style to use (Optional) - If your new treatment chart entry needs to be created from a different style than the most recent entry (shown at the bottom of the window), you first need to select the style to use. Click the Current Style field in the Treatment Chart section of the Patient ribbon bar. Then choose the style to use. Your selected style will be used to create new treatment chart entries until you choose to change the style again. (See "Set Up Treatment Chart & Plan Styles" for detailsabout creating your styles.)
Add new record - Click Add in the Treatment Chart section of the Patient ribbon bar. (Or, right-click a record and select Add, or press Ctrl + A on your keyboard). New treatment chart records are entered chronologically, with the newest entry at the bottom of the list.

Patient ribbon bar:

Right-click:
Edit records - You can edit only records created within the past 24 hours, and only records that have not been signed. Click Edit in the Treatment Chart section of the Patient ribbon bar (or right-click the record and select Edit). When you finish making changes, press the Tab key on your keyboard to save them. You can also click the Save button at the bottom or the Treatment Hub window, or click Save in your Quick Access toolbar, as described below.

Patient ribbon bar:

Right-click:
Enter data - After entering data into a column, press the Tab key on your keyboard, or click in the next column. When you reach the final column, press the Tab key once more to add the record to the patient folder. You can also click the Save button at the bottom or the Treatment Hub window, or click Save in your Quick Access toolbar to add the record, as described below.
- Column-specific data - Each column in your style can require a different type of input. For example, you can type text into some column types, while others require that you select a response from a list or choose an appointment procedure. (See "Set Up Treatment Chart & Plan Styles" for details about assigning column types and lists.)
  - The Text Only column type requires that you type (or copy & paste) text into the column. In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active, you can optionally enter a narrative description of the tooth chart data into the column automatically. (See "Tooth Chart Editor" for details.)
  - The List Only column type requires that you select a response from an assigned list. You cannot edit the response. (See "Set Up Treatment Chart & Plan Lists" for details)
    
    When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. (Note that the matching will occur only after you have stopped typing.) If Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
    
    When the Auto Complete option is enabled for a list, you can press the Tab key on your keyboard to add the entirety of the currently selected response to the treatment chart/plan record. If Auto Complete is disabled, you must click the response to add the entire response text to the record.
  - The List and Text column type provides for both selecting from an assigned list, and/or typing text. You can select multiple responses from the list by pressing the space bar between responses. You can edit the text of the list responses, as well as add additional text as needed. (See "Set Up Treatment Chart & Plan Lists" for details)
    
    In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active, you can optionally enter a narrative description of the tooth chart data into the column automatically. (See "Tooth Chart Editor" for details.)
    
    When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. (Note that the matching will occur only after you have stopped typing.) If Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
    
    When the Auto Complete option is enabled for a list, you can press the Tab key on your keyboard to add the entirety of the currently selected response to the treatment chart/plan record. If Auto Complete is disabled, you must click the response to add the entire response text to the record.
  - The Procedure List type requires that you select a single response from a displayed list. Both your appointment procedures and your procedure groups and chains are included in the list. When used in conjunction with a List Only column that is assigned to a list with the Next Appt Time option enabled, the data is transferred to the Needs Appointment List automatically. (See "Needs Appointment List" for details.) If you select a procedure group or chain, each procedure is entered into the Needs Appointment List separately,
    
    Note that Text Search and Auto Complete are automatically enabled for entering a Procedure List response into a treatment chart or plan entry. Therefore, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. You can then press the Tab key to enter that response into the column.
- Copy & paste data - In addition to typing or using lists, you can cut, copy and paste data into most columns.
- Use auto-complete - Begin typing your text in a notepad, treatment chart, or treatment plan record, then press Ctrl+Space to allow the internal Edge dictionary, as well as your personal and shared dictionaries, to suggest matching text. You can then select an entry from the list to insert into your record. (See "Set Up & Manage Dictionaries" for details about maintaining your Edge dictionaries.)
- Import treatment findings - The data you enter into the Findings page of the patient folder can be imported directly into the treatment chart and plan. While adding data to a Text Only or List and Text column, click Import Findings from the Treatment Chart section of the Patient ribbon bar, or press the F2 key on your keyboard. Then choose the import options, and the responses to include. See "Add Findings to Treatment Plan / Chart" for details
- Treatment chart & treatment sequence integration - When you create a treatment chart record that includes that includes both a column that requires a response from your Procedure List, and a List Only column that is assigned to a list with the Next Appt Time enabled, the patient's next treatment sequence appointment is entered as the default automatically. See "Add & Edit Treatment Sequence" for details.
- Treatment chart & tooth chart integration - The tooth chart / treatment chart integration provides a way for you to add narrative text to a patient's treatment chart as you edit a patient tooth chart. Simply add a new record to a patient's treatment chart, and place your cursor in a text or list and text column. Then enter data into the tooth chart. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record. See "View & Edit Tooth Chart" for details. (Note that you can optionally turn this feature off. See "Tooth Chart Editor" for details.)
- Treatment chart & needs appointment list - Patients are automatically added to the Tx Chart section of the of the Pending n list when you create a treatment chart record that includes both a column that requires a response from your Procedure List, and a List Only column that is assigned to a list with the Next Appt Time enabled. See "Needs Appointment List" for details.

Format text - As you add or edit a record, you can select text, then use the Font section of the ribbon bar to apply a new font, color or emphasis to the text. (If the Rich Text option is enabled for the column, only the selected text will be affected. Otherwise, the entire column will be affected by your formatting choices. See "Set Up Treatment Chart & Plan Styles" for details.) Note that you cannot format the text of any record older than 24 hours.

Sign treatment chart records - Once a treatment chart record has been verified, authorized persons, such as your orthodontists, may sign it to make it a permanent part of the patient's record. Right-click the entry you want to verify, and select Sign. Then enter your user name and password. Signed records are identified by an icon () at the beginning of the record, and cannot be edited.

An icon () flags the record as being signed:
Save - Click Save in the Quick Access toolbar, or click the Save button at the bottom of the Treatment Hub window, or press your Tab key after the final column of a treatment chart entry to save the record. (You can also press ESC on your keyboard, or Cancel at the bottom of the window, to exit without saving the entry.)

Click Save from the bottom of the Treatment Hub window:

Click Save from the Quick Access toolbar:

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.

Notice!

Trigger a Workflow With This Event - You can trigger a workflow to start whenever you create and / or edit a treatment chart record for a patient. See "Workflow Trigger Editor" for details.
Create Tx. Chart Entry workflow activity - 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.

Delete unfinished record- You may delete an unfinished record by pressing the Esc key on your keyboard, clicking Cancel at the bottom of the window, or exiting the patient folder before you tab out of the final column of the record.

The tooth chart appears on the Findings window and the Treatment Chart window. You may review and edit the patient's tooth chart records from either location. See "View & Edit Tooth Chart" for details. - The tooth chart appears on the Findings window and the Treatment Chart window. You may review and edit the patient's tooth chart records from either location. See "View & Edit Tooth Chart" for details.

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