Assign Patient Reward Points to Treatment Chart Lists

Use the Treatment Chart List Editor to assign patient reward points when specific responses are entered into the patient's treatment chart.

Use This Feature

1. Open Treatment Chart List Editor - Home ribbon bar > Tools Section > Editors > Treatment > Treatment Chart List. (You can also use the Search field to look for the editor you want to work with.) The lists you create here can be used with both your Treatment Chart and Treatment Plan styles.

   

2. Create or Edit a Treatment Chart / Plan List - Choose an existing record to work with, or create a new one. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed. To toggle the active / inactive flag, click the check box to the right of the list name.

   Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details.

   You can use the checkbox at the right of the list to toggle the active / inactive status of an record. If not all your records appear in the list, use the Show / Hide Inactive icon at the top of the window to include both active and inactive records.

   

   Create a New Record - Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.

   

3. Choose Response to Work With - Click the response you want to work with. Any changes you make do not change any existing treatment chart or plan records.

   

4. 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". Both you and the patient will be able to see the reward description.

   

5. Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.