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Set Up Treatment Chart & Plan Lists

Use the Treatment Chart List Editor to create pre-defined lists to use for inputting information into your treatment chart and treatment plan records. You can also assign patient reward points to award or deduct from a patient's reward total when specific responses are entered into the patient's treatment chart. Once you create a list, you can use it in any number of Styles.

How to Get Here

Home Ribbon Bar - Tools Section > Editors > Treatment > Treatment Chart List. (You can also search for the editor you want to work with.) Note that you use the lists you create in the Treatment Chart List Editor with both treatment chart and treatment plan styles.

Setup

Choose List to Work With - Your list of existing lists appears at the left. Click the list you want to work with.

Display Active / Inactive Lists - Click the icon at the top of the window to include/exclude the inactive records. When all lists are displayed, inactive lists are noted with a checkmark beside their names.

Create New List - Type a name in the Create New List section of the window and click Add. You can then edit your new list to complete the details.

Change List Name- Type in the Name box that is in the Edit List section of the window to change the name of your list.

Search List by Text or Number - 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.

Enable / Disable Auto-Complete Response - 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.

Edit List Responses - Add, edit and remove responses, and re-order the responses in your list.

Add a response - Click Add in the Edit List section of the window, then type the response in the text box and click Ok.
Edit response text - Click the response to change, then make your changes in the text box at the right. Any changes you make do not change any existing treatment chart or plan records.
Assign Patient Reward Points - To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor". Note that both you and the patient will be able to see the reward description.

Change Response Colors - Click the response you want to work with, then change the color properties.
Enable / Disable Next Appt Option - Enable the Next Appt option to indicate that this list specifies the time frame for scheduling the patient's next appointment. When a treatment chart style includes both a column that requires a response from this list, and a column that requires a Procedure response, the information will automatically transfer to your Needs Appointment List. (See "Needs Appointment List" for details.)
Re-Order Responses Manually - Click a response in your list, then click the up / down buttons to re-order the responses.
Re-Order Responses Alphabetically - Click Alpha ^ or Alpha v to re-order all responses in ascending or descending alphabetical order.
Delete a Response - Click the response to work with, then click Delete. This does not remove the response from any existing patient treatment chart or plan records, but you can no longer choose this response for a patient.