Patient Tooth Chart

Use your Treatment Hub user options to choose your primary tooth numbering method, determine how your tooth chart is displayed in patient folders, and choose additional details to include on the Treatment Hub screen.  See "Treatment Hub User Options" for details.

Use the Dental Conditions and Dental Procedures editors to customize how tooth conditions and procedures appear on the tooth chart.

Use the Tooth Chart editor to edit tooth names, as well as to set up the list of elastic types and elastics templates to use with your patient tooth charts. You also enable / disable the treatment chart / tooth chart integration with this editor. See "Tooth Chart Editor" for details.

The tooth chart appears in the header of the patient's Treatment Hub page. You can both view and edit the tooth chart from this window. If you do not see the tooth chart, the header section of the page might be hidden. To show it again, click the  Header icon in the Treatment Chart section of the Patient ribbon bar (or press F8 on your keyboard).

The tooth chart appears at the bottom of the patient's Treatment Findings page. To make changes to either the patient's findings or tooth chart data, click the Edit link at the top of the window.

Tooth chart data is saved by date, with the most current data appearing when you first open the tooth chart. You can use the drop down field to choose a different date to view. When you link an image to a tooth chart (described below), that image is the same for all tooth chart records.

Use the Tooth Numbering section of the Patient ribbon bar to temporarily change the tooth numbering system to display. When you exit and reload a patient's folder, your default tooth numbering system will be used. 

Click the Multi-Chart Toggle icon from the Tooth Chart section of the Patient ribbon bar to switch a tooth chart to display either a single chart with all teeth combined, or a split chart showing adult and child teeth separately.

Click the Full Screen icon in the upper right corner of the tooth chart to toggle viewing the chart in full screen mode. You can also click Header in the Treatment Chart section of the Patient ribbon bar (or press F8 on your keyboard) to toggle showing / hiding the tooth chart and other header information, allowing full screen display of treatment chart records.

Your tooth chart will display several different icons, depending on the conditions, procedures and notes that have been applied to it.

/ - Dentition: Deciduous / permanent tooth, respectively. See "Dentition" for details.

/ / - Dental Conditions: Caries, Endo, Impacted, Keep. You may see alternate or additional tooth condition icons in your tooth chart as well. See "Dental Conditions" for details.

/ / / / - Dental Procedures: Crowns, Filling, Implant, Pontics: You may see alternate or additional dental procedure icons in your tooth chart as well. See "Dental Procedures" for details.

M - Mouth Conditions / Procedures: Hover or click the letter "M" in the upper-left corner of the tooth chart to view and edit any mouth or other area conditions and dental procedures you have applied for this patient. See "Dental Conditions" and "Dental Procedures" for details.

- Extraction: See "Extractions" for details.

- TAD: See "Tads" for details.

- Spacer: See "Spacers" for details.

/ - Bonded / Banded: See "Bonding / Banding" for details

- Elastics: See "Elastics" for details.

- Linked Image: See "Linked Images" for details.

- Tooth Notes: Hover or right-click this icon to view and edit notes you have made about this tooth. See "Tooth Notes" for details.

Tooth Chart Notes - Click this icon to view and edit notes you have made about this patient's tooth chart. See "Tooth Chart Notes" for details.

While viewing the patient's tooth chart, you can hover over the Information icon to pop up a thumbnail of the image that is linked to that tooth, or click the icon to open the patient's Imaging page, with that image maximized.See "Link X-Ray Images to Tooth Chart" for details.

Select a template from the Default Dentition section of the Patient ribbon bar to apply that template to the tooth chart.

To update the dentition of an individual tooth enable the Tooth Type option from the Tooth Action section of the Patient ribbon bar, then click the tooth you want to work with. Or right-click the tooth to select the appropriate dentition stage.

Right-click the position of the tooth, and select either Deciduous Supernumerary or Permanent Supernumerary. An icon and tooth number, followed by the letter "s" will appear in that position in the tooth chart.

Right-click the tooth you want to work with to open the dental conditions and procedures menu, and select the condition to apply or remove from that tooth. (The list includes built-in conditions, as well as conditions you have added to your Dental Conditions editor.) If you are applying a dental condition or procedure to an area other than a specific tooth, such as the entire mouth or an arch, you can right-click any tooth, choose the Mouth option, and select from the resulting menu.

Once applied, the draw style you have set up in your Dental Conditions editor will appear in the tooth chart for conditions applied to individual teeth. You can right-click a tooth to view the applied conditions and the tooth history. To view conditions applied to the whole mouth or other areas, hover over or click the "M" in the upper left corner of the tooth chart. 

You can also use the Filters icon in the Treatment Chart section of the Patient ribbon bar to include dental conditions in the patient's treatment chart.  Dental conditions are assumed to be "existing", so they are color-coded green.

After applying dental conditions with the patient's tooth chart, you can right-click the tooth in the tooth chart to remove the condition. In addition, you can right-click or double-click the condition in the patient's 's treatment chart to edit supporting details, audit, and delete the condition. Conditions applied to a mouth area are edited by clicking the "M" in the upper-left corner of the tooth chart. If you do not see dental conditions in the patient's treatment chart, use the Filters icon in the Treatment Chart section of the Patient ribbon bar to enable them.

Choose the dental procedure mode (planned, existing, or completed) to use from the ribbon bar, if available. Then, right-click the tooth you want to work with in the tooth chart to open the dental conditions and procedures menu, and select the procedure to apply to the tooth. (The list includes built-in procedures as well as procedures that you have added to your Dental Procedures editor.) If you are applying a dental condition or procedure to an area other than a specific tooth, such as the entire mouth or an arch, you can right-click any tooth, choose the Mouth option, and select from the resulting menu.

Once applied, the draw style you have set up in your Dental Procedures editor will appear in the tooth chart for procedures applied to individual teeth. You can also right-click a tooth to view the applied procedures and the tooth history. To view dental procedures applied to the whole mouth or other areas, hover over or click the "M" in the upper left corner of the tooth chart.

You can also use the Filters icon in the Treatment Chart section of the Patient ribbon bar to include dental procedures in the patient's treatment chart. Dental procedures are color-coded in the patient treatment chart: Red = planned, blue = completed, green = existing.

After you apply dental procedures with the patient's tooth chart, or by linking them to an appointment, you generally use the treatment chart to edit them. You can double-click a procedure or procedure group header in the treatment chart section of the Treatment Hub window to access all editing and processing options. Or, right-click the procedure or procedure group heading and select Edit. In addition, you can edit dental procedures by clicking the "M" in the upper-left corner of the tooth chart. You can also right-click to access additional actions, including Completing the procedure, Adding, Moving, or Removing from a group, and Auditing the procedure (the Post Charge option happens automatically with the Edge Specialist module and does not function here.) If you do not see dental procedures in the patient's treatment chart, use the Filters icon in the Treatment Chart section of the Patient ribbon bar to enable them.

After applying planned dental procedures to a patient's tooth chart, you will, at some point, want to link them to appointments. You can do this in several ways: 1) As you schedule an appointment for the patient, 2) Editing the appointment in your Scheduler, or 3) Moving a procedure to or from an appointment procedure group in the patient's Treatment Hub.

When at least one dental procedure is linked to an appointment, the number of linked procedures appears on the appointment in your Scheduler. You can hover over the appointment to view the list of included procedures, or right-click and edit the appointment to see procedure details. In addition, linked procedures appear as a group, with the appointment date and time as the group header, in the patient's Treatment Hub.

Right-click the tooth to work. Select the Extraction Request option. The procedure will be added to the tooth chart, along with the visual indicator you have set up in your Dental Procedures editor. If your treatment chart filter is set to display dental procedures, the procedure will appear among the patient's treatment chart records, in it's chronological order. To edit the procedure details, including changing the status, assigning a doctor, and entering notes, double-click the entry in the treatment chart.

Right-click the tooth, and select the Extracted condition. Or, right-click or double-click the entry in the treatment chart to edit the details and note that the extraction has been completed.

You can include a tooth chart variable in a mail merge document to include a graphical representation of your extraction requests in letters you send to a patient's dentist or other professional. You can choose from among several variables, specifying which numbering system to use, and whether to include just extraction requests or all tooth chart notations in the output. You can also include a tooth chart note variable to print the contents of the latest note in the document. See "Mail Merge Variables" for details.

Use the Extraction Request workflow trigger to activate a workflow whenever you apply the Extraction Request property to a patient's tooth chart.

To apply or remove bonds for individual teeth, you can either enable Bond mode from the Tooth Action section of the Patient ribbon bar, selecting the bond color you wish to use, then click the tooth to work with. Or, right-click a tooth and select the Bonded option in the appropriate color.

Select Bond All Toggle from the Tooth Chart section of the Patient ribbon bar to add or remove the bonds from all teeth.

To apply or remove bands, you can either enable Band mode from the Tooth Action section of the Patient ribbon bar, then click the tooth to work with. Or, right-click a tooth and select the Banded option.

(Optional.) Select the elastics type to use from the Elastics section of the Patient ribbon bar.

Select A from the Elastics section of the Patient ribbon bar. Then select the template to apply. The template is added to any elastics already in the patient's tooth chart. After applying a template, you can draw additional elastics as needed.

In the tooth chart, click and hold the first tooth you want to work with. Drag your cursor to the last tooth you want included in the group and release your mouse button. You can continue adding elastics to the tooth chart, selecting different elastic types whenever needed.

Right-click the elastics line you want to work with and select Remove.

Select X from the Elastics section of the Patient ribbon bar to clear all elastics from a patient's tooth chart.

Select R or L from the Elastics section of the Patient ribbon bar to clear all elastics from the right or left side of a patient's tooth chart, respectively.

Elastics appear as lines on the tooth chart, color-coded according to the name / color you selected.