Clinical Records

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Add Procedures ‐ Treatment Plan/Completed/Existing

Patient > Chart > Select Tooth > Add Procedure

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Existing:

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Tx Plan:

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Add Procedure ‐ Provider Selection

Add Procedures ‐ Procedure Search

Add Procedures ‐ Top Procedures/View by Categories

Add Procedures ‐ Select Surfaces / Combinations / Class 5

Add Procedures ‐ Multiple Teeth ‐ Exclude Tooth / Apply to Unset

Add Conditions

Patient > Chart > Select Tooth > Add Condition

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Modify ICD‐10 Codes associated with conditions (if needed)

Select Condition > Edit Condition

Primary/Permanent Dentition ‐ default & update

Permanent/Primary Dentition buttons

Clinical Pages

Chart tabs

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Access Bridge Image Solutions ‐ If applicable

Imaging tab

Chairside dashboard on/off

Chart > Dashboard toggle

Chairside dashboard View selection

Chart > View button

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Viewing progress notes ‐ procedure & status filter

Patient > Chart > Progress Notes

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Viewing progress notes ‐ column sort

Editing procedure/condition ‐ add note

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Complete treatment plan procedures

Treat conditions

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Select teeth

Patient > Chart > Quick Exam

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Enter conditions, existing work, treatment plan

Search for Conditions & Procedures

Filter posted Conditions & Procedures

View charted treatment for selected tooth

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New perio exam settings

Patient > Chart > Perio > New Perio Exam

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Charting views ‐ zoom in/out

Magnifying glass icons

Show/Hide data panel

Keyboard icon

Perio navigation & views while charting

Use Data Panel or Keyboard

Mark bleeding and suppuration per tooth & mouth

Enter 2 digit probing depth

Enter Gingival Margin (recession)

Enter Gingival Margin (hyperplasia)

Enter Bone Loss/Mobility/Furcation

Finish New Exam

Finish additional exam & saving data options

Open existing exam

Saved Exam Date Dropdown

Compare 2 Perio Exams

Manage dropdown

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Review Abbreviation & Symbol Legend

Question Mark icon

Finish Comparison

Patient > Chart > Perio > Manage > Compare With > Finish Comparison

Edit, Delete & Print Exam

Manage dropdown

Edit:

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Delete:

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Print:

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Edit Case Name

Patient > Tx Planner > Select Case > Case Name/Pencil icon

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Assign Procedures to Case

Patient > Tx Planner > Unassigned > Select Procedures > Move/Copy To

Assign Visits to Procedures

Patient > Tx Planner > Select Case

Assign Times to Visits

Case Note & Present Case to Patient / Print Case

Update Treatment Plan Case Status

Ins. Benefits Breakdown ‐ TX Planner‐Guar. Portion

Patient > Tx Planner > Select Case > Print > Guarantor Portion hyperlink

Create Appointment

Patient > Tx Planner > Accepted > Select Case

Create Preauthorization

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Create Clinical Note Template ‐ (Create Access Rights Required)

Settings > Clinical Note Templates > New Template

Assign User Template Favorites

Star icon

Add Clinical Note / View Posted Procedures

Clinical Note > Procedures

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Add Clinical Note / Assign Tooth & Provider(s)

Clinical Note > Assign Teeth / Provider field

Clinical Note Template ‐Interruption ‐ only for while template is in use

Save Progress button

Clinical Note Template‐ Resume

Clinical Notes Widget > Clinical Notes Tasks > Select Note > Resume Note

Sign Clinical Note

Ready to sign toggle > Sign as hyperlink

Add Addendum

Clinical Notes dropdown > choose clinical note > Add Addendum As checkbox

View Unsigned / Not Entered Clinical Notes ‐ Home Overview

Unsigned Clinical Notes widget

Viewing Clinical Notes ‐ Dropdown & Progress Notes

Clinical Notes dropdown icon & Progress Notes tab

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Select Date Range and Printout Selections

Patient > Patient Clinical Report

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Select Options for Individual Printout Selection

Print Report