Dental Chart - Charting – Planet DDS

The Charting window helps you record details about a patient’s dental health and other relevant information. This includes:

Displaying existing conditions and treatments on the teeth on the Odontogram
Managing treatments
Documenting and viewing clinical notes
Tracking conditions
Monitoring continuing care
Viewing patient images

Employee Permissions to Access Charting and Treatment Planning

The Dental Chart window consists of charting and treatment planning. To get access to the Dental Chart window, including charting and treatment planning, you must be granted either the

View Treatment Planning or View Charting employee permission. When you select one permission, the

other permission is automatically selected, too.

You cannot have only ‘Charting’ or only ‘Treatment Planning’ access.

Charting Window

Number	Button name	How to Use
1	Status	Select the treatment status; common options are Treatment Planned, , and Referred Out. Note: These are customizable for color, terminology, and order under Edit > Setup > Treatment Status.
2	Region	This is the region of the mouth that the treatment is needed. This will mainly be used for spacers and retainers.
3	Set Tooth	Update how the patient’s teeth display on the Odontogram. This can be used to toggle between primary/permanent teeth as well as missing and supernumerary
4	Add Progress Notes	To use this you will click on the tooth you are wanting to make notes on then click the button and you can free form type your note.
5	Tool Palette	This is your “quick buttons.” These are set up in the edit>setup>tool Palette.
6	Codes	You can search for treatment by codes if that is easier for you.
7	Conditions	This is where you will chart conditions that teeth have. These are set up in the Edit>setup> Condition types.
8	Surface Picker	Select the surface being serviced. Note: Mesial and distal surfaces are not displayed on the Odontogram for all displays of the tooth.
9	Treatments	This is a list of all treatment: Planned, Completed, and Existing. Planned treatment is in RED, Completed treatment is in BLUE, and Existing treatment is in GREEN.
10	Clinical Notes	The Clinical Note section has three sections: Time Tracking; Note Section; and Templates and Questionnaires options. You can only edit or delete a clinical note within 24 hours after it was created.
11	Conditions	Conditions are charting types that are carried throughout all treatment plans. Examples are cavities, cracked tooth, etc.
12	Progress Notes	This is the list of all notes you have made for certain teeth.
13	Treatment Plan	Cloud 9 automatically creates a default plan. You can begin treatment planning by using this default plan and continuously growing the plan. You may also create additional plans (e.g., per doctor or per visit) from the Treatment Planning tab, if you choose. You can rename plans on the Treatment Planning tab.
14	Provider	The default provider is the provider entered in Edit Patient window. Before beginning the treatment plan, Cloud 9 recommends changing the provider to the pediatric dentist. Once you make this change, the pediatric dentist will remain as the provider on the chart until you change it again.
15	Responsible Party	The default responsible party is the first one assigned. You can change the responsible party for the treatment plan, but you usually do not need to.
16	Numbering System	Select the corresponding numbering system: Universal, Palmer or International
17	Recalculate Fees	If you update or change the patients benefits or insurance max, click this button to recalculate.
18	Print Patient Route Sheet	Click this button to print the Patient Route Sheet from the Report Viewer.
19	Patient Relationships	Financially Responsible ($), Patient Only (), Non-Patient and Non-Responsible Party (No Icon)
20	Image	Facial Frontal Smiling image from patient images
21	Continuing Care	Cloud 9 provides you the ability to manage continuing care treatments – preventative and maintenance treatments – performed periodically by dentists. Examples of continuing care include bitewings, prophylaxis, an exam, fluoride and x-rays.
22	Images	This tab shows an image series along the side of the chart. You can double click an image to open the Images window. From the Images window, you can import, view, edit and export a patient’s images. Images are stored in a series using standard or custom layouts.
23	Notes	This tab provides quick access to the clinical notes.