Add Treatment Plan Records

Use the treatment plan to record medical concerns, prepare the treatment course, and list other issues related to the treatment planning process for your patients. You can add records to any section of the treatment plan at any time, and create multiple plans per patient. You might use multiple plans, for instance, to separate phases of treatment, or to offer multiple courses of treatment to your patients.

Add a Treatment Plan to a Patient Folder

1. Open a Treatment Plan - Open a patient folder, and click the Treatment Plan tab. The treatment sequence appears at the top of the window, and the treatment plan appears in the bottom portion of the window.

   

2. Select Plan to Work With - If the patient has multiple treatment plans, select the plan to work with, or create a new plan as needed.

   

3. Add a New Treatment Plan Record - Click the style heading you want to work with, then click Add from the Treatment Plan section of the Patient ribbon bar.(Or right-click the section you want to work with and select Add, or press Ctrl+A on your keyboard). A new record is added to the bottom of the selected style, ready for your input.

   

4. Enter Data - The way you enter data into a treatment plan column depends on the type of column you are working with. After finishing a column, you can press the Tab key on your keyboard to advance to the next column, or click in the column you want to work with next. 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 of the Treatment Plan window or in your Quick Access toolbar to add the record.

   Column Types - The way you enter data into a treatment chart or treatment plan column depends on the input method you select in the Column Type field of the Style editor. The input methods include typing text into a column, requiring a response from a list, allowing a combination of typing / selecting from a list, and choosing a response from your procedure list. Specific column types are required for integrating treatment chart / treatment plan records with your Needs Appointment list, appointment narratives, treatment sequence details, tooth chart data, Patient Rewards, and treatment findings data. (See "Treatment Chart & Plan Styles" for details about assigning column types and lists.)

   Text Only - This column type requires that you type (or copy & paste) text into the column. In addition, you can use text only columns to import patient findings, appointment narratives, and tooth chart data into treatment chart records.

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details. (You can optionally turn this feature off. See "Tooth Chart Editor" for details.)

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, click the Import icon from the Treatment Chart section of the Patient ribbon bar (or press F2 on your keyboard) to import selected findings into that field. See "Add Findings to Treatment Plan / Chart" for details.

   Import Narrative into Treatment Chart - While adding data to a Text Only or List and Text treatment chart column, click the drop down button beside the Import icon on the Treatment Chart section of the Patient ribbon bar, then select Import Narrative. (Or, press F3 on your keyboard.) You will see a window of all narratives associated with scheduled appointments, and upcoming Treatment Sequence appointments and checklist notes. Enable each narrative you wish to add to the treatment chart, and click Import. If you later change the narrative assigned to an appointment or treatment sequence checklist, any treatment chart records that imported the narrative will not be changed. See "Procedures Editor" for details about creating narratives for procedures.

   

   List Only - This column type requires that you select a response from an assigned list. You cannot edit the response. (See "Treatment Chart & Plan Lists" for details about list options.) In addition, you can associate list responses with Patient Rewards, and trigger workflows depending on a list response.

   Search Options - 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. (The matching will occur only after you have stopped typing.) If this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.

   Auto Complete Option - 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 this option is disabled, you must click the response to add the entire response text to the record.

   Patient Rewards - 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".

   Workflows - You can use responses from your Treatment Chart lists within a conditional element to evaluate a patient's newly-created treatment chart record. In addition, you can optionally trigger a workflow when you enter a specific list response in a patient's Treatment Chart or Treatment Plan.

   List and Text - This 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 "Treatment Chart & Plan Lists" for details about list options.) In addition, you can use List and Text columns to import patient findings, appointment narratives, and tooth chart data into treatment chart records, and trigger workflows depending on a list response.

   Search Options - 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. (The matching will occur only after you have stopped typing.) If this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.

   Auto Complete Option - 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 this option is disabled, you must click the response to add the entire response text to the record.

   Patient Rewards - 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".

   Workflows - You can use responses from your Treatment Chart lists within a conditional element to evaluate a patient's newly-created treatment chart record. In addition, you can optionally trigger a workflow when you enter a specific list response in a patient's Treatment Chart or Treatment Plan.

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details. (You can optionally turn this feature off. See "Tooth Chart Editor" for details.)

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, click the Import icon from the Treatment Chart section of the Patient ribbon bar (or press F2 on your keyboard) to import selected findings into that field. See "Add Findings to Treatment Plan / Chart" for details.

   Import Narrative into Treatment Chart - While adding data to a Text Only or List and Text treatment chart column, click the drop down button beside the Import icon on the Treatment Chart section of the Patient ribbon bar, then select Import Narrative. (Or, press F3 on your keyboard.) You will see a window of all narratives associated with scheduled appointments, and upcoming Treatment Sequence appointments and checklist notes. Enable each narrative you wish to add to the treatment chart, and click Import. If you later change the narrative assigned to an appointment or treatment sequence checklist, any treatment chart records that imported the narrative will not be changed. See "Procedures Editor" for details about creating narratives for procedures.

   

   Procedure List - This column type requires that you select a single response from a displayed list. Both your procedure descriptions and your procedure groups and chains are included in the list. A Procedure List column is required for integrating the treatment chart with your Needs Appointment list and the patient's Treatment Sequence.

   Search / Auto Complete Options - The Text Search and Auto Complete options are automatically enabled for Procedure List columns. 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.

   Needs Appointment Integration - When a treatment chart style includes both a column that requires a List response from a list that has the Next Appt Time option enabled, and a column that requires a Procedure List response, the information will automatically transfer to your Needs Appointment List. (See "Needs Appointment List" for details.) If you select a procedure group or chain, each procedure is entered into the Needs Appointment List separately.

   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 "Treatment Sequence" for details.

   Copy & Paste - In addition to typing or using lists, you can cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. data into most treatment plan columns.

   Auto-Complete From Dictionary - Begin typing your text in a notepad, treatment chart, or treatment plan record, then press Ctrl+Space to allow the internal Edge Cloud 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 "Edge Cloud Dictionaries" for details about maintaining your Edge Cloud dictionaries.)

   

   Import Findings into Treatment Plan - While adding data to a Text Only or List and Text column, click Import Findings from the Treatment Plan ribbon bar (or press F2 on your keyboard) to import selected findings into that field. See "Add Findings to Treatment Plan / Chart" for details.

5. Format Text - Click and drag to select the text you want to work with, then use the Treatment Chart 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 "Treatment Chart & Plan Styles" for details about column options.)

   

6. Save - Click Save in the Quick Access toolbar, or at the bottom of the Treatment Plan window, or press your Tab key after the final column of a treatment plan record to save the record.

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