View Clinical Chart screen. View Video, 10 min. 23 sec.

The Clinical Chart will graphically display a patient’s treatment history. All chartable items will display such as fillings, crowns, extractions, dentures, root canals, etc. Posted items such as exams, radiographs, prophys, etc., are not chartable and do not display. The Clinical Chart is accessed via the Clinical Chart button on the Posting screen. Click it and selected patient’s chart will appear.
 
Categories Displayed
Four different categories of symbols are displayed on the chart. These are:

• Finished Procedures
• In-Progress Procedures
• Proposed Procedures
• Conditions

Finished Procedures (displayed as Blue)
Finished procedures are those that have been posted as Done, or Started and then Finished. Done procedures are single appointment procedures that are finished the same day they are started. Multi-appointment procedures such as crowns or root canals are usually posted as Started on one day, and then posted as Finished on another. Finished procedure symbols are blue in color.

In-Progress Procedures (displayed as Gray)
In-Progress procedures have been posted as Started but have not yet been posted as Finished. An example of In-Progress would be a crown that has been prepped and sent to the lab, but has not yet been delivered, or a root canal that has been opened, but not closed. These procedures are In-Progress and their symbols display on the chart as gray in color.

Proposed Procedures (displayed as Green)
Proposed procedures have not as yet been started, but are planned to be performed in the future.  This category is not automatically selected when the chart opens. Proposed symbols are green in color.