Description
This quick guide demonstrates how to understand and use the Procedure menu of the Charting menu for creating a treatment plan.
Contents
The following topics are covered in this quick guide:
- Section 1 - Charting Menu Overview
- Section 2 - Adding Planned Procedures
Section 1 - Charting Menu Overview
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With the correct patient at the top of the Sidekick, click Charting.
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The Charting module opens. If the chart is in History mode, click Planning at the top of the menu to enable treatment planning tools.
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The Charting menu contains sections for Patient Info, Conditions, and Tooth Status.
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At the bottom of the menu, use the toggle button to switch between Charting Shortcuts and the Procedure Menu.
Section 2 - Adding Planned Procedures from the Charting Menu
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To change the procedure, click the blue Restoration text and select your desired procedure (e.g., Crown).
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The menu updates based on your selection. For a Crown, you will select Material and then Type.
Note: If only one code exists for that material, the Type field will disappear automatically.
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Once the details are set, click the site on the odontogram.
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The procedure is added to the Treatment Plan Card below, and the tooth paints red.
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