Accessing Charting History
With the correct patient selected in the Sidekick, click Charting.
In the upper-left, Planning or History mode can be selected for viewing.
- If History is selected, the patient's historical procedures, or work that has been completed.
The History Box has five columns: Date, Site, Line Item, Provider, and Notes. These can be selected to sort the Patient's History.
Reordering by Date
1. If invoiced, the Date column indicates the date of service for the procedures.
2. If Manually Charted, the indicates when the procedures were manually added, such as for procedures done at another practice, or work that was referred to another office.
3. Click Date to sore the dates consecutively; Either by the closest date first, or the furthest back.
Grouping by Site
1. The Site column indicates if the procedures were invoiced or manually charted, and if a tooth number is associated with procedure, it will display in the Site column also.
2. The Site column can be reordered to group procedures by tooth number. Click Site to reorder by tooth number.
3. The dates are distributed by procedure, So it is easy to see the history of the tooth and what procedures were done on it and when.Grouping by Line Item
1. The History box can also be sorted by line item. It groups procedures by procedure code. Click Line Item to reorder procedures by code.
2. When the procedures are grouped by code, the date is distributed by procedure as a reference for when the procedures were done.
Grouping by Provider1. The Provider column can be sorted to group the procedures by which provider did the production. To regroup by provider, click Provider.
2. The date is distributed by procedure so it is easy to see when a procedure was done in reference to what provider did it.
Note* The Notes column cannot sort or reorder the procedures. It does distribute the note that is attached to a procedure no matter how the history is sorted, so the notes are easy to reference.
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