To chart treatment, open the patient menu
and select Chart.
Select the tooth, and then click Add Procedure.
Make sure the Treatment Plan tab is selected.
The patient’s primary provider is selected
automatically, but you can change that if another
provider is working on the patient.
If the procedure is in your favorites list,
click the icon.
If the procedure is not in your favorites list,
use the Search box to locate your procedure.
You can search by typing the name,
or the code number, whichever you find easier.
Select the procedure code.
Next select the surfaces.
Then, click Done.
Notice the update to the graphic chart.
Select the treatment planner tab to view the
charted procedure in the patient’s treatment
planner.
Here you can see the procedure you just
charted in the Unassigned section.
Later, you can move this procedure into a
treatment plan case and present the treatment
plan to your patient.