Editing conditions

You can edit any active or treated condition in a patient's clinical chart as needed.

To edit a condition

How to get there

Use the Patient Search field to access a patient's record.

Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
- You can include inactive patients in the search results by setting the Include inactive patients toggle switch to On.
Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.
On the Patient menu, under Clinical, clicktap Progress Notes.

The patient's clinical record opens with the Progress Notes tab selected.

On the Progress Notes tab of a patient's clinical record, the procedure history for the patient appears. Select a condition.

The Edit Condition dialog box appears.
Change the information for the condition, such as the date, provider, or surfaces, as needed.
Change any of the following options as needed:
- Date - The date when the patient either presented with the condition or became aware of it.
- Provider - The provider who, according to your organization's policy, should be attached to this condition. For example, this can be the patient's primary provider, the provider who charted the condition, or the provider who will be scheduled to treat the condition. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the condition and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.
- Status - An Active or a Treated condition.
- Condition - The condition. To change it, clicktap in the box, begin typing a SNODENT code, SNOMED CT code, or description, and then select the correct condition.
- Tooth - If applicable for the selected condition, the appropriate tooth number.
- Surfaces - If applicable for the selected condition, the appropriate surfaces.
- Notes - Any relevant notes regarding the condition.
ClickTap Save.