Charting and Planning – Unit 4

Charting and Planning – Unit 4

The Charting and Planning unit contains t

Charting Treatment Treatment Plan Charting Perio PSR Clinical Exam Patient Notes and Note History

he following chapters:

294 • Charting and Planning – Unit 4 Patterson EagleSoft Overview 15.00

Charting Treatment

Overview Chart is where you chart conditions and treatments that are proposed, existing, completed or accepted. Anything charted here is added to the patient’s history. You can also create and print treatment plans for proposed treatments.

This chapter explains the following:

• Primary and permanent dentition

• How to create, edit and use quick pick buttons

• Services and conditions

• Draw types, colors and hatches

• Chart ledger

• Treatment Plan window

• How to perform quick walkouts

Patterson EagleSoft Overview 15.00 Charting Treatment • 295

Quick Tour through the Chart Window This sec .

You can access the Chart window by doing one of the following:

Go to A i

-or-Click the Chart icon in the Integrated Mode window.

-or- Click the Ch the Clinical Operatory window.

Click Chart ive window in Clinical Exam.

-or-Choose Chart from the Integration Menu button.

ing is an example of the Chart in 1024 x 768 resolution.

tion is a summary of features in the main Chart window

ctiv ties | Clinical Activities and then click on Chart.

art icon in

-or- in the Restorat

The follow

Chart Window The main Chart window features a layout of anatomically correct teeth, with

right-click of the mouse, you can chart primary or permanent teeth.

mandibular on the bottom and maxillary on the top. This is to enable easier, more accurate charting while enhancing the presentation of patient cases.

The draw types, colors and hatches assist in creating an accurate patient chart,thereby improving treatment.

The Chart window also enables mixed dentition in the same window. With just a

296 • Charting Treatment Patterson EagleSoft Overview 15.00

Walkout The Walkouwindow with

t button allows you to a t screen rt patient defa

Insurance ou to v he cu tient’s he Vie to view t m associated

with this patient’s services.

window defaults to show t hart display (s can view the patient C n t key to select multipl items. Rig an

d items.

To show the Chart ledger, click Ledg

Ledge

View images for selected teeth from the right of the Chart window.

To display the images, click Images and highlight a tooth that has images.

s, click Images.

lows you to view an enlarged version of a specific tooth in the chart. C n the zoom

SelectinBefore y l options for se

• Click on a tooth or teeth

• Click Select All to select all the teeth

All to clear selection

ant

or LR to select the lower-left or lower-right teeth quadrant

ccess the Walkouulted.

from the cha the current

The Insurance button allows yinsurance information. Select t

iew a summary of tw Claim button

rrent pahe clai

Ledger The Chart he entire C ee the preceding image), but you hart ledger while charti g teeth as well. Usethe Ctrl or Shif e Chart ledger ht-click and applyoption to all selecte

er.

To hide the Chart ledger, click r.

Images

To remove the image

Zoom The Zoom button al

lick to select a specific tooth or place your cursor over a tooth to view it i area. Click the Zoom button again to return to the normal view.

g Teeth ou can do any charting, you need to select a tooth or teeth. There are severa

lecting teeth to chart.

• Click Clear

• Click All Upper to select all upper teeth

• Click All Lower to select all lower teeth

• Click UL or UR to select the upper-left or upper-right teeth quadr

• Click LL


Quick Picks The quick pick buttons allow quick and convenient charting.

You can set up multiple services or conditions using the quick pick buttons.

Status

nce).

xisting – Treatment performed previously (by another clinic).

Has been rejected (by patient or by insurance).

.

To chart items of different statuses, choose the status dropdown list box on the bottom of the window.

There are six status types from which to choose:

Accepted – Has been accepted (by patient or by insura

EProposed – Proposed treatment.

Referred – Treatment has been referred to a different clinician.

Rejected –

Walkout – Service is posted to walkout.

Integration Menu Buttons There are integration menu buttons within Chart and throughout Clinical that enable access to different sections of EagleSoft

Notes Click on this button to create notes, scribble notes or view note history.

PractiClick on agement, OnSchedule and other Practice

Clinical Click th

Toolbar

Legend Displays printable list of all draw types.

ce Management/OnSchedule this button to access Practice Man Management modules.

is button to access other Clinical modules.


Print Print the patient’s chart.

Show What Filter appearance of the Chart window (see the following image).

Coverage Book Click Coverage Book to access the coverage book.

n on such Chart features as quick picks, draw

Primary and Permanent Dentition

Tx (Treatment) Plan Click Treatment Plan to access the treatment plan.

Keep reading to get detailed informatiotypes, services and conditions.

Delete Click Delete to remove the selected entry.

Edit Click Edit to edit the selected entry.

In Chart, you can view two types of dentition separately or simultaneously.

Right-Click Menu in Chart You can view primary and permanent teeth in the same Chart window. Both are just a click away.


Apply Mixed Dentition on the Chart with All Primary

h would exist.

2. Select Permanent from the right-click menu.

n 1. Right-click on a permanent tooth.

om the menu.

ion is available for the following teeth:

1 19, 30-32

from Chart

Dentition 1. Right-click in the area where a permanent toot

The permanent tooth appears.

Apply Mixed Dentition on the Chart with All Permanent Dentitio

2. Choose Primary fr

The tooth is now Primary dentition.

The Hidden opt

1-3, 14-16, 7-

3. Right-click on the tooth and select Hidden.

The Quick WalkoutClick Walkout to process a quick walkout from the Chart window. Any services posted to walkout are pulled up in the Quick Walkout window.

1. From the Chart window, click Walkout. The Walkout window appears with any services posted to walkout.

2. If there are no services, select the service codes for this walkout. If there is a planned service for this patient, you are prompted to choose from these services.

3. Once the services are entered, click Process to complete the walkout.

For more information on processing walkouts, see the Walkout Processing chapter in the Account Management unit.

Individual Tooth Images and History From this window, you can easily view and filter the tooth history. If you have Imaging installed, you can also view, edit and delete images for any given tooth. To access these items, simply right-click on the corresponding “tooth” and select Image or History.

When you have finished reviewing individual tooth history or images, you are

int images, choose Image. The Advanced Imaging window opens, displaying all the images attached to the selected tooth. From the Advanced Imaging window, you can view, edit or print any of the existing image(s).

automatically returned to the Chart window.

Images To view, edit or pr


HistorThe Hist cluding

a

nu.

y ory option enables you to view the history for a selected tooth, in

information on images, notes, conditions and more. The History window also has filter feature to customize your view.

1. From the Chart window, right-click on a tooth.

2. Select History from the me

The following window appears.

3. Click Show to filter the display. If desired, deselect a checkbox to

filter your Tooth History view.

4. Click OK to save the settings and return to the History for Tooth window.

Draw Types, Status Hatches and Surfaces

Customizable Colors and Draw Types Draw types are among the most useful and convenient features in Chart. Most of the services have default draw types and colors. A gold crown is gold; a silver filling is silver. To change the color or draw type, modify it through the Edit Service Code or Condition window.

Multiple Colors for the Same Service Chart enables you to create several services with a draw type and color on each one. You can set up two services with the same draw type and assign two different colors for each one.

Changing the Draw Type or Color 1. Go to Lists | Practice Management Lists | Service Codes.

-or- From Clinical mode, choose Lists and then Services.

2. Select a Service/ADA Code and click Edit.

3. Click Chart Setup.


There are two dropdown list boxes related to setting up the draw type and color for Chart.

• Draw Type

• Color

4. Click a dropdown list box and choose either a different Draw Type or Color.

There is another color on top of the draw type to show the status. This is discussed in the following: Status Types and Changing the Status Hatch Colors sections.

Custom Draw Types Create Custom Draw types in Clinical. From the Lists menu, select Draw Types.

To locate an existing custom Draw Type, select the type, impacts area or type a key word into the Find field and select the tab key. To create a new custom Draw Type, select the new button.

In the description field, type the name of your custom Draw Type. In the Draw Type Options area, select the Affected Area from the dropdown menu. Each Affected Area allows for different options to appear below. Select from the following checkbox options: Use for all teeth, Flip teeth 9-24 and F-O and Allow conditions.

In the Drawing Tools section, select from the following options:

In the lower right corner, select the tooth affected unless using the option Use for all Teeth.

Select the Draw button to draw on the object.

Select the Erase button to erase enhancements.

Select the Line button to make lines.


Select the Fill Color button to fill the entire area with color.

Select the Circle button to make a circular outline.

Select the Opaque Circle button to make a solid fill circle.

Select the Square button to make a square outline.

Select the Opaque Square button to make a solid fill square.

Select the Arrow button to align left.

Select the Arrow button to align right.

Select the Arrow button to align up.

Select the Arrow button to align down.

Select the Zoom button to enlarge an area.

Select the Position button to relocate an enhancement.

Select the Brush Size slider to adjust the brush width.

Select the Undo button to remove the last enhancement. Select the Clear buttonrestore the image to a blank state. Select the Default button to restore the image toits original state. When you have completed your new custom Draw Type, select the Save button.

to

vidual show settings on the Chart.

e teeth in the Chart window to denote the status of the rvice or condition. If the service is Proposed, a status type can be used to indicate e Proposed status.

here are two methods of charting status types in Chart: Solid and Hatch. The olid method colors in the entire affected area of the service or condition in a solid lock. The Hatch method displays an overlay of vertical or hatched lines to indicate e service or condition.

To customize the settings for the colors and appearance of the status types, go to File | Preferences and choose Chart.

hese are the types of statuses used in the Chart window:

Existing – This status type is for an existing service (performed by another clinic).

Completed – This status type is for any completed service (performed by your clinic) on the tooth.

Save indi

Status Types For Teeth Status types appear on thseth

TSbth

T


Condition – This status type is for any problem areas, such as cracks, abrasions, decay and so on, that may need to be watched.

Defective – This status type indicates the service on the tooth is defective.

Proposed – This indicates the service is proposed, which means it is marked as posted to walkout, planned or accepted in the Treatment Plan window.

Watch – This status type indicates that the marked tooth should be watched for any precursors to deterioration. A Watched tooth is signified with a solid block background behind the indicated tooth.

Referred – This status type indicates that the marked tooth is referred to another doctor.

Walkout – This status type indicates that the associated tooth is set to walkout.

Rejected – This status type indicates that the patient has rejected proposed treatment.

Changing the Default Status Colors

mpleted, Watch or Proposed

Services and Con

To change the existing, defective, condition or proposed status hatch colors:

1. Click File | Preferences.

2. Select the Chart tab.

3. Click the Existing, Defective, Condition, Cocolor button or select the dropdown list box.

4. Select the color you want or click Custom.

5. Select Custom to create or modify your own color.

For more information on status types, see the Clinical Operatory Preferences chapter in the Setting up Your Preferences unit.

ditions The Chart window provides several methods to enter conditions and services. This section provi tering conditions/services.

Enter Condition To enter a condition, select the tooth and click the Condition button or Condition quick pick.

des summarized information on en


ConditionSelect a condition from the dropdown list box if you want to change the condition.

Provider Select a provider from the dropdown list box. This is the provider charting the condition.

Date Select a date for the condition.

tooth.

d

Select a surface view: Summary or Detail.

Enter

-or- Click Service.

No Longer Present Use this feature to denote that a condition is no longer present. Select the No Longer Present checkbox when editing a condition from Chart. The existing drawtype will be affected by this change based on your preferences.

Root Information If applicable, select a root surface for the

Tooth Enter a tooth for the condition. If you have already selected a tooth, the box is fillein with the tooth number.

Surface View

Enter Service When charting, you will often need to enter information for a service. The Service window enables you to enter the pertinent information.

There are two ways to access this window:

Select the tooth and click a Quick Pick button


Status Select the status for this service.

Service Displays the service code and name.

Fee Modify the fee for service, if necessary.

e work.

is field is filled.

oot icable, enter the root. Root options vary by tooth number.

nformation to select the teeth you are using by

clicking on the specified teeth, quadrants or areas of the mouth.

nt Plan Information

Remarks For Unusual Services If a service is completed , you can enter information in this box. This information will correspond with the insurance form.

Surface Information Before you apply draw types where surface is the affected area, you need to select a surface. The surface is the area of tooth where the service will be performed.

Provider Select the provider who performed this service.

Date Choose the date for this service.

Work Is Defective When the service is marked as existing, select this option to indicate defectiv

Tooth If applicable, enter the tooth number. If you select the tooth first, th

RIf appl

Tooth IIf you are entering multiple tooth codes, you need

TreatmeEnter a phase number. Click the Response dropdown list box to choose the status ofthe service.


Se

ometimes a service covers several surfaces on one tooth. The Chart window nables you to post these services efficiently and easily.

For more information on applying surfaces, see the section later in this chapter.

ces or Conditions ways to edit services and conditions in the Chart window.

are:

• Right-click on the tooth

• Right-click on the service or condition in the Chart ledger

• Edit button on the Chart ledger

Right-Click on Tooth One of the easiest ways to edit services and conditions is to use the right-click menu. Instead of having to tediously search the chart ledger for the tooth number, you can find and edit the tooth on the Chart display within seconds. All the ledger

ndition Window

3. e service or condition from the Edit menu.

Using t RThe right-cli ility to post an item to walkout, delete the item or chang

Image – is o

History – Sel nformation attached

Post To a to post the item ick on the tooth and select Post To Walkout. The serv on the menu. Once the service has been post ed into the Walkout Processing window.

Delete – To delete servic ght-click on the tooth and select Delete from the menu. A list of services appears.

Bring To Top – Sel B

Permanent/Primary – Select a Permanent, Primary or Hidden option from th heck mark appears next to your selection.

Add Watch – Choose this option to add a watch to a specific tooth. When you select Add Watch from the Chart right-click menu, the Watch Tooth window appears (see the following image).

Edit ServiThere are three

The three ways

information will be stored on the right-click menu: date, service code, name and status.

Using the Edit Service/Co1. Select the tooth.

2. Right-click on the tooth and select Edit.

Select th

4. Click OK when you are finished to save changes.

he ight-Click Menu to Edit the Service or Condition ck menu gives you the ab

e its dentition.

Th ption displays the image attached to this tooth.

ect the History option to display a window of the service i to this tooth.

W lkout – If the service item has not been walked out, you will be able to walkout. Just right-cl

ice items available for posting will appeared to walkout, it is automatically pull

es on a tooth, ri

ect ring To Top to move a charted service to the forefront.

/Hidden (Dentition)e menu. A c


From this window, you can select the provider, date entered and summary or detailed

e the

edger If you are used to using the ledger style, editing and viewing services/conditions from the Chart ledger may be easier.

1. Select the service or condition in the ledger.

, click OK to save the changes.

e ledger. Just select the service or condition and click Edit.

Applying Surfaces

surfaces. Click OK to save the watch. The Watched Tooth is indicated with a shaded background. Right-click on the same tooth if you wish to view or removwatch.

Right-Click in the Chart L

2. Right-click on the service or condition and select Edit.

3. When you are finished editing the item

Edit Button on the Chart Ledger Clicking Edit works the same as right-clicking in th

Summary Surfaces The Summary Surfaces are most commonly used when charting. When you select a tooth and choose a service, Summary Surfaces appear as the default.

Buccal/Facial Class V Buccal/Facial

Mesial Occlusal/Incisal

Distal Lingual

Lingual Class V

1. Select a tooth by clicking on it. The tooth will be highlighted in blue.

2. Click on a Quick Pick or the Service button to select a service.

How to use the Summary Surfaces:


3. From the Enter Service window, enter all pertinent information about this service. Go to the Surface Information at the bottom of the window.

4. If these buttons are unavailable, you need to select a service that

type

pears in

. In some cases, it even unscrambles ary to

n be used when entering detailed

haded.

Detai dDetailed Cla ers:

4, 5, 12, 3, 2

Buccal V l

Line An

Mesial

Distal Pit

, N, O, P, Q, R

Distal Incisal

Lingual V Distal

Tooth Numbers or Letters:

Line Angle

Buccal Pit Cusp

has an affected area of surface. Try a Resin or an Amalgam.

5. Click the surfaces of the tooth that are affected. You can alsoin the abbreviation for the surfaces covered in the Summary text box. For example, enter MOD and each correlating box apyellow.

If only a few letters are entered for a Surface Code, the AutoCorrect feature fills in the rest of the codecodes. For example, select tooth 10 and enter DOBL in the Summtext box, press the Tab key, and the code is automatically changedDIFL. Both of these features casurfaces.

6. Click OK to continue.

7. The selected surfaces are now s

le Surfaces ss for Tooth Numb

1 0, 21, 28, 29

Bucca

gle Cusp

Mesial Pit

Distal

Lingual Lingual V

Detailed Class for Tooth Numbers or Letters:

6, 7, 8, 9, 10, 11, 22, 23, 24, 25, 26, 27

C, D, E, F, G, H, M

Facial V Line Angle

Facial Mesial

Mid-Facial Central Incisal

Mesial Incisal

Lingual Mid-Lingual

Detailed Class for

1, 2, 15, 16, 17, 18, 31, 32

A, B, I, J, K, L, S, T

Buccal V


Groove Mesial Pit

Mesial Distal Pit

Distal Lingual V

Detailed Class for Tooth Numbers:

Line Angle Cusp Buccal V Mesial Pit

Groove Mesial Central Pit

Line Angle Cus uccal V Mesial Pit

B Gro

C Dist al Pit Lingual V

A ple o1. Go to the Chart window.

2. Select tooth 3.

3. Select an Amalgam for the service. Select Existing for the status.

4. Choose the following surfaces: Mesial, Occlusal/Incisal, Distal.

5. Click Detailed Surfaces.

6. Select the following buttons: Mesial, Central Pit and Distal.

7. Click OK.

Detailed Surface information The purpose of this feature is to accurately depict treatment in the Chart, Treatment Plan and Walkout. For each summary surface, there is a corresponding set of detail surfaces that defines what exactly is drawn on the chart. For each summary surface, you will be able to define one or more detail surfaces to be associated with the selected summary surface. Detailed surfaces can only be a member of one summary surface.

For example, if the surface you have selected to be part of the Mesial summary (previously Lingual) is no longer part of the Lingual summary surface but only a member of the Mesial summary surface, it will now chart when you select a Mesial summary surface, but will not chart when

Central Pit Lingual Pit

3, 14

Buccal Pit

Distal Pit Distal Lingual Pit Lingual V

Detailed Class for Tooth Numbers:

19, 30

p B

uccal Pit ove Mesial Distal

entral Pit al Pit Lingu

n Exam f Using Detailed Surfaces

you select a Lingual summary surface.


To define the Detailed Surface information:

1. Go to File | Preferences | Chart.

2. In Chart Preferences, select the Summary Surface Setup button.

3. Highlight the Summary Surface and select any detailed surface to add. This will add the Summary Surface color to the Detailed Surface

ted.

draw

selec

Select the Detailed Surface again to change to a hatch pattern in the same color as the associated Summary Surface. When set to hatch, the detail surface will not on the tooth but it will still belong to that summary surface.

Select A Tooth Group – Choose the tooth anatomy that you wish to edit.

Select A Summary Surface – Choose the summary surface you wish to edit.

Select The Corresponding Detailed Surfaces – Select the detailed surfaces you wish to see when charting the selected summary surface.

Tooth Preview – Displays a preview of and example tooth for this group and will show the surfaces of the currently selected summary surface.

The summary surfaces will not be multi-select; only one summary code will be highlighted at

The tooth preview will update as different surfaces are selected. The corresponding detail surfaces will be drawn on the tooth.

The currently selected Summary Surface will be highlighted by a white box, similar to the control when editing a Draw type.

one time.


Ledger The ledger displays all items entered in Chart. It displays the following columns: Date, Provider, Phase, Code, Description, Tooth, Surface, Status, Amount, Appointment and Show.

Right-Click Menu Options The fol ions are available from the right-click menu in the Chart ledger:

Edit Edit a service or condition. Use the Ctrl or Shift keys to select multiple items to be edited simultaneously.

DD es and conditions from the ledger.

ut. Once a service has been posted to walkout, it will ndow in Chart. If Practice

Management kout, the service is listed in the P

Show What menu.

Don’t Show On Chart/Show on Chart Don’t Show on Chart hides c hout deleting them. Show displays a previ tion.

Bring To Top

t this option to add a sele er item to an Unscheduled appointment.

nscheduled s option to edit an ex cheduled appointment that is tied to the

ger item.

ppoin

lowing opt

elete elete servic

Post to Walkout Post services to walkoautomatically be pulled into the Walkout Processing wi

is used for processilanned Services window.

ng the wal

Show WhatOpen the

harted services or conditions wit on Chart ously hidden service or condi

Select Bring To Top to move a charted service to the forefront.

Add To Unscheduled Selec cted ledg

Edit USelect thi isting Unsselected led

Remove From A tment Select this option to remove the selected ledger item from the associated appointment.


View Associated CAESY Presentations ew any CAESY videos that might be associated with the

s at the bottom of the ledger gives different functionality within the ledger

The window appears.

Select this option to viselected service.

Lower Toolbar OptionThe toolbar and the rest of the Chart window.

Legend Click Legend to view the names and pictures of all the draw types.

Chart Draw Type Legend

For more information, see the Appendix in the back of this guide for a listing of the draw types.

Print Click Print to print a detailed chart with patient information cluding the ledger.

t s charted through

w What window.

, in

Show What The Show What function allows you to customize the appearance of the Charwindow. It allows you to view services according to status, servicea specific time period and even according to phases.

If you want proposed items to print in the tooth chart, you must select Proposed in the Sho


From/To Select a date range for what appears on the Chart window.

ments according to the provider who performed them.

Non-Tx Plan Items

of non-treatment plan items to view.

iew

Phases

nter a range of phases for treatment plans to appear in Chart.

e Perio chart items to appear as a “read-only” overlay in Chart.

Select th p

Note: This works if you have met all other required criteria (surfaces, tooth information an

Treatment Plan Phase Number Select the trea you want to app phase 1 treatments to appear, enter one in t

Override Custom Select this but e the default cha

Coverage Book Click the Coverage Book button to access patient’s employer.

Tx Pla

Providers

View treat

Select types

Tx Plan Items

Select a treatment plan to view from this dropdown list box. You can also vChart items according to the status of the treatment. To view only proposed treatments, select the Proposed checkbox.

E

Include Perio Items

Select th

Currently Charting

Change the status of what is currently being charted. This is especially useful if quick charting is enabled.

Using Quick Charting See the section on Chart Preferences for more on Quick Charting defaults.

is o tion to chart services much faster.

d so on).

tment plans ear on the Chart ledger. If you want onlyhis field.

ton to restor rting display settings.

the Coverage Book attached to this

n Click Tx Plan to access the Treatment Planner window.


Delete Click Delete to remove items from the ledger.

Edit Click Edit to edit service phases, surfaces and so on.

Status

Click Save to save the treatment.

Cancel

Right Toolbar Options

Ledger Click Ledger to view se .

Images If you have Imaging in a selected tooth.

The images appear in the left column of the Chart window.

Click the Status dropdown list box to chart services of the same status.

Integration Menus Choose different EagleSoft modules from the Integration menus.

Save

Click Cancel to close the Chart without saving.

rvice/conditions for the patient

stalled, click Images to view images assigned to


Zoom oom and

a gray panel will open up on the right of the screen. Move your mouse pointer over a particular draw type.

Quick Picks

The Zoom feature magnifies the view of a selected tooth in Chart. Click Z

the tooth to have a closer look at

1. Click Zoom.

2. Move your mouse pointer over a tooth.

3. Click Zoom when finished viewing a tooth or teeth.

A quick EagleSoft C n on time you would normally spend scrolling through windows and dropdown boxes to set up codes and multiple conditions. W r services and conditions once and for

pick is an easy way to assign conditions or services to teeth in the hart window. It also cuts dow

ith the quick-pick setup, you can set up youget about them.

Note: You must set up services for the quick-pick buttons in File | Preferences |

ve some services applied to the button groups.

up

For a Service For a Condition

Quick Picks and also ha

For more information, see the Services and Conditions chapter in the SettingYour Software unit.

Follow these instructions for using quick-picks:

1. Select a tooth and click a quick-pick button, or select from the dropdown menu on the quick-pick button.

2. Enter information regarding the service or condition.


For a Service For a Condition

3. Click OK when you are finished, and the service or condition is applied

ithout first selecting a r

n the Tooth Information section.

to the tooth.

Note: You can apply services or conditions wtooth. Just click Quick Pick or menu item in the Enter Service oCondition window, then select the tooth i


Treatment Plan

Treatment Planner Use the proposed s. Pre-treat assist you in presenting the financialcompaniyour clea coverage.

Once the for the patient.

Accessing the Treatment Plan Click Tx

Treatment Plan (sometimes referred to as the Tx Plan) window to record Access Images, Presentation, CAESY and Informed Consent areas of the Treatment Plan without processing the Treatment Plan. After adding new items to a plan, the plan will prompt to automatically save. Select Yes to save and continue. Select No to return to the Treatment Plan window.

treatments for patients and to record the status of the proposed treatmentment proposals or estimates can be generated to impact of the proposed treatments. Pre-authorization forms for insurance es can be printed or submitted electronically (if you are not using MedE as ringhouse) to determine the expected amount of insurance

charting is complete, you can create one or more treatment plans

Plan on the toolbar menu.

318 • Treatment Plan Patterson EagleSoft Overview 15.00

An Introduction t tme oo the Trea nt Plan Wind w When the Treatment Plan w ient i f

and information will e available to you. This section was written to give

on Patient, Resp. Party This is the patient you are creating the treatment plan for and that patient’s responsible party

Primary Ins. and Secondary Ins. The primary and secondary insurance company and group number for the patient

Pat. Due Now/Estimated Ins. The patient’s balance and any estimated insurance on that account

View Items By Plan Choose this option to display treatment plans or services by plan. This is also the display option you will use to create a new treatment plan or pre-authorization.

Plan Information/Settings from View Items By Plan

odification to the plan.

Ded. (deductible) Before – The rem ible before the treatment plan is created.

D aining deductible if the items are completed.

Benefits Before – The insura fore the treatment plan was created.

B nce benefits if the items are completed.

Images (Only available if Imaging is installed) – Click here to view and attach images to the treatment plan. An Explorer-style list opens with all image e s and images for this patient. Each image is previewed on the right with the

2. Select the images you want to attach to this treatment plan. To select the image, click in th e name. Checked

ages appear as thum e window.

er any comments or descri e Comments box.

indow for a specific pat s opened, a variety ooptions byou a brief overview of the functionality and information so you will have a better understanding when that information is referenced later in this chapter.

Patient Informati

Description – The description (name) of the treatment plan.

Status – This is the status of the current treatment plan. It defaults to Proposed.

Date Created – The date the plan is created.

The date of the last mLast Updated –

Primary/Secondary aining deduct

eductible After – The rem

nce benefits be

enefits After – The insura

Functionality Available from View Items By Plan

xamname and date. Attached images appear as thumbnails at the bottom of the window.

1. Before attaching images, save the treatment plan.

e checkbox next to the imagbnails at the bottom of thim

3. Ent ptions in th

Patterson EagleSoft Overview 15.00 Treatment Plan • 319

4. To remove a selected ox.

ick OK when finis

P k here to vie d treatment plan p tation lis d any images and/or c window.

Create Appointment – Click he ointment in OnSchedule using

ew treatment plan, even multiple plans.

– Use to modify the description or notes for this plan.

– Use to permanently delete the current treatment plan and all service

image, uncheck the b

5. Cl hed.

resentation – Clicresentation. This presen

w and/or print a detailets treatment plan items an

omments made in the Treatment Plan Image Selector

re to create an appthe services from the Treatment Plan.

New Plan – Use to create n

Edit PlanDelete Planitems within the plan.

Toolbar Options Add – Use to add a new service item to the current treatment plan.

More Info – Use to view and/or modify information about the highlighted service. Click the More Info button to open the Item Detail window for the service. From the Treatment Plan (Item Detail) window, you can make modifications to the following: Phase, Date Planned, Tooth, Surface, Status, Fee, Submit On Insurance, Estimated Primary and Estimated Secondary. Click the checkbox next to Insurance Amount(s) Approved to indicate that the service has been approved by insurance.

Remove – Use to remove the highlighted service from the current treatment plan.

he following:

• Remove From All Plans – Click this button to remove the highlighted service from all treatment plans for this patient. If the same

move From Current Plan Only – Cghlighted servi an you are creat

t Remo his button to cancel ove process and e servic ent plan

R ulate es s item. This is u vironm e works e accessing the same

s were

ent Plan Items Window Functionality/Information

If you want to remove a service, you’ll be prompted to choose one of t

You must process after you delete tsave your changes.

service code is used in more than one plan, it removes that line item from all plans

o

• Ree hi

lick this button to remove fying th ce from the pl ing or modi

• Do Nokeep th

ve – Click te in the treatm

the rem

ecalc Ins – Recalc timated insurance for the elected service sed in a multi-user en ent where multipl tations ar

patient information. This option does not change your service fees.

Show Estimation – Use to view the process by which the insurance totalestimated.

Treatm

Service – The service code for the service.

# – The phase number of the service. All claim forms are limited to a maximum of u use the 1990, 1994, 2000, or 2002 ADA forms, twelve or printed on additional forms.

lect

Prov – The provider of the service (defaults to the preferred provider of the patient).

12 services, but if yomore services can be

Date Plan – The date the service was added to the treatment plan. This may refwhen the service is planned, or when it is scheduled for a walkout.


Description – The description of the service.

Tooth – If applicable, the tooth number necessary for the service.

ervice.

an.

ore information.

ore information.

Fee – The fee charged for the service. This fee defaults to the standard fee unless the patient utilizes a fee schedule.

amount of he service

Appt – The appointment nam unscheduled appoint ent or the date of a scheduled appointment.

Surface – If applicable, the surface/quadrant for the s

Status – The status of the service for the treatment pl

Standard – The standard fee for the services. This option is based on preferences. See the section on General Preferences for m

Adjust – The adjusted total between the standard fee and the fee charged. This option is based on preferences. See the section on General Preferences for m

Est Ins – The estimated insurance amount for the service.

Discount – The discount applied to t .

e of an m

Arrow Move Down button – Select this button to move down one position in the Treatment Plan list. If service reaches the lowest position, the button will become disabled.

Arrow Move Up button - Select this button to move up one position in the Treatment Plan list. If service reaches the highest position, the button will become disabled.

Insurance Estimation will be recalculated each time an item is moved. Changes made to existing services will be saved.

Right-Click Menu Functionality in the Services Window

Right-click on any of the services to receive the following options:

Remove From Appointment – This removes the service from a scheduled appointment.

Remove Item From This Plan – This removes the highlighted service from this treatment plan.

u to add the service to an existing unscheduled appointme reate a new one.

rmation – Used to or modify information about the highlighted l)

See the OnSchedule section for more information on Unscheduled Appointments.

Edit Unscheduled Appointment – This opens an existing unscheduled appointment.

Add to Unscheduled Appointment – This allows yont or c

More Info view and/service. Click More Information to open the Treatment Plan (Item Detaiwindow for the service (see the following image).


From the Treatment Plan (Item De make modifications to the

ase #, Date Planned, T Fee, Submit On and Estimated Secondary

ance Amount(s) A t the service has been d by insurance.

ed – Used to indicate that the service has been approved by nsurance. An approved item is in red and i o the stimated Insurance amount for the s

ll Items Use this option to display all

tail) window, you can following: Ph ooth, Surface, Status,

. You can also check the Insurance, Estimated Primarybox next to Insur pproved to indicate thaapprove

Mark Item As ApproviE

s indicated with an * next tervice.

Note: This option is only available if the patient has insurance.

View A service items from all treatment plans. There are also

some new options in this window.

Plan Information/Settings from View All Items Primary/Secondary Primary Ins – Name of the primary insurance company and group number.

Secondary Ins – Name of the secondary insurance company and group number.

More Info – View or edit information concerning each of the following:

Pat Due Now – What the patient owes.

Estimated Ins – The amount the insurance should cover.

Functionality in the View All Items Window

Toolbar Options

Add – Add more services to the treatment plan.


• Date Plan – The date the services are planned or scheduled to be walked out

• # – The phase number for the plan item

ber for the plan item

s from a treatment plan.

Recalc Fees – If the price or fee schedule has changed since the treatment plan was saved, click Recalc Fees to update the plan items.

Show What – Select the items you want to appear according to phase or status.

• Tth – The tooth num

• Fee – The fee for the item

• Status – The status of this item

Delete – Delete item

View Items – Select a service and click view items to see the plan the item is on.

Quick Process – Select this option to process plans without viewing all screens.

Right-Click Menu Functionality in the Item Window

You can also right-click on an item and select Add Item to <<Plan Name

>> from

the menu.

Remove From Appointment – Select this option to remove the item from an existing scheduled appointment. Dtr

elete Item From All Plans – Select this option to delete the item from all eatment plans.

ore Information – Same function as More Info on the toolbar.

Add to Unscheduled Appointment – Select this option to add the selected item to an unscheduled appointment.

Edit Unscheduled Appointment – Select this option to open an existing or new unscheduled appointment.

Remove Item From <Plan Name> – Remove item from the current plan.

M


Ari

dd Item To <Plan Name (s)> – Add the item to any of the plans listed on the ght-click menu.

Show Items Scheduled For Today for the

Fast Delete from Treatment Plan Quickly delete items from Treatment Plans without processing. In the treatment plan, select the item for deletion. Right-click on the desired entry and select Delete Item from This Plan. The following message appears.

Select the checkbox to view only the treatment plan items that are scheduledcurrent date.

Select from the available options:

l Plans – Select this option to delete the selected item from all ertaining to the current patient.

selected item

Do Not Delete – Select this option to return to the Treatment Plan without deleting the selected item.

an cancel at this point or

Creating a New T

Delete From Alavailable plans p

Delete From Current Plan Only – Select this option to delete the from the current plan.

The Treatment Plan is automatically saved and the user cselect process for more options.

reatment Plan 1. In the Treatment Plan window, type the full or partial last name of the

ab to also

press the F2 key and choose the patient from the Person List window.

ssage window appears.

patient in the Patient field and press the Tab key. You can also tthe ID field, enter the patient ID and press the Tab key. You can

If treatment plans do not exist, the following me

If a treatment plan already exists for this patient, the services are

displayed.


2. Click Yes to begifollowing win

n creating a new treatment plan for this patient. The dow appears.

This note only appears on the Treatment Plan Presentation.

3. Enter a Description (name) for the new treaenter any notes about the new plan.

tment plan. You can also

en the description and notes have been entered, click OK.

Window der will appear in the Provider

field. The Date Plan defaults to the current date.

1. Enter the service code in the Service field and press the Tab key. You

he service code, enter the Tooth (tooth) and Surface (surface/quadrant) information. If applicable, press the F2 key for a multiple tooth service code.

for this plan.

Choose from the following status types:

hat are posted from the treatment plan to the processed. In other words, these are walked out

Note: This is the default status.

ou have received confirmation from the ervice.

d for treatment by the patient the p any.

alkou xist with xt time the Walkout Statement window for nt, these

services are added to the walkout.

4. Modify the fee of the service, if necessary.

5. ion to . Note: This applies to the View

6. Click Process to save the service items in the treatment plan and to print a treatment plan estimate and/or submit a pre-authorization. The Treatment Plan Processing window is displayed.

For more information on processing, see the following section.

Wh

Treatment PlanThe ID of the patient’s preferred provi

can also press the F2 key from the Service field to choose the service code from the Service Codes List.

2. If applicable for t

3. Enter the Status of the service item

Completed – Items twalkout and have beenservices.

Proposed – Services you are proposing for treatment to the patient.

Accepted – Select when ypatient’s insurance company, or the patient has accepted the sTo find out the dollar amount, go to the More Info window.

Rejected – Services that are not accepteand/or atient’s insurance comp

Post To Wyou open

t – If items e this status type, the ne this patie

Referred – Services that are referred to a specialist.

Select a service in the treatment plan and click on Show Estimatview how the insurance was estimatedItems by Plan option.


7. Click Cancel to exit the Treatment Plan window without saving the

Processing the Treatme

treatment plan and return to the virtual screen.

nt Plan After the services have been entered for the treatment plan, the next step is to generate patient and/or a pre-authorization form for the insurance company

tment Plan window, click Process. The Treatment window is displayed (see the following image). It

information.

an estimate for the .

1. From the TreaPlan Processingincludes the patient’s recall and appointment

2. Check the box next to Print Treatment Plan Estimate to print a

proposal. Choose the plan(s) you want to process by highlighting the plan(s) in the Plan Name box. You can highlight multiple plans.

lowing Method radio buttons:

in the plan. transaction.

th a Phase # that matches the phase number entered.

4. Select the checkbox Group By Appointment to group items by appointment date/name.

5. Check the box next to Suppress Item Detail if you do not want service

how Tx Plan Disclaimer to display the disclaimer on the printed treatment plan.

Plan Signature Message to display the

8. Youssage, cl ghlight

3. Choose a method by selecting one of fol

All Items – This prints all items withNew Items – This prints only those items added in thisBy Date – This prints items with Date Plan dates that match the date range criteria you specify. By Phase # – This prints items wi

item detail to print on the pre-estimate. This only prints the subtotals for selected phases.

6. Select the checkbox S

7. Select the checkbox Show Txsignature message on the printed treatment plan.

can choose a Message to print on the pre-estimate. To choose a me ick the down arrow of the dropdown list box and hi


the message of your choice. You can also press the F2 key to create a

9. Und an name

new message.

er Print/Submit Pre-Authorization, click the pl to highlight the plan(s) that you want to print a pre-authorization for. The plan name must be highlighted for the pre-authorization to print. If the patient has both primary and secondary insurance, choose which employer to use for the pre-authorization under To Submit.

o save and continue with the processing.

ion Insurance Form is selected, the cription>>

10. Choose one of the methods listed under the preceding step 3.

11. Click OK t

12. If Print/Submit Pre-AuthorizatPre-authorization for <<Plan Des for Patient <<Patient Name>> window will be displayed. Answer the insurance claim

stions appropriately and click OK to print or submit the formque .

Orthodontic Patients If the patient is marked as an Orthodontic patient, the option to Submit Statement of Actual Services is available.

Under Print/Submit Pre-Authorization, selectas Statement of Actual Services. Proceed with the process as

ribed above.

the checkbox Submit

desc

Informed Consent CAESY products are only available to CAESY users. For more information on CAESY, contact your local Patterson Representative.


In the Treatm sent report. Select the hy iacquire a new

ent Plan, you have the option of using the Informed Conperl nk next to Informed Consent to view the current form or to Patterson EagleSoft Informed Consent form.

Under Presentations Viewed, select the View Videos button. Select the appropriate CAESY videos to include with the Treatment Plan.

In the Planned Services area, the planned services from the selected treatment plan appear with all the pertinent information including Status.

In the Plan Notes area, any notes that you have attached to the selected treatment plan will appear. Attached images display in the Assigned Images area. In the original treatment plan, select the Images button to attach images to a treatment plan.

Select the Autonote button to add a narrative to your Informed Consent.

Use your compatible electronic signature pad to capture the Patient and Witness signatures. Select the Accept Signature button to add the current signature to the Consent. Select the Clear Signature button to remove the current signature.

Select the Create Consent button to finalize your Informed Consent form. The Patient Informed Consent Agreement appears.

The Patient Informed Consent Agreement displays the treatment plan information, any attached narratives and a list of attached videos and any captured signatures. Print a copy of this form for your patient.

Use the SmartDoc Preference to auto-generate the Informed Consent reports and Signature capture in SmartDoc upon generation.

See the SmartDoc section for more information on auto-generating Informed Consent Agreements directly into SmartDoc.


EagleSoft/CAESY Power Presentation The following option is available for offices using CAESY Edge and ShowCase 5.0.

Patterson EagleSoft directly integrates with CAESY presentations from within the ations that include patient information, images, treatment ESY videos.

create patient education presentations within EagleSoft.

software. Create presentplan information and CA

Use the treatment plan to

To default a Patterson EagleSoft presentation with CAESY for a specific service code, assign the proper CAESY Patient Education videos to your Service Codes. Service Codes are found in the Lists menu.

Assign CAESY presentations to specific service codes. Select the CAESY button.

The following window appears:

Selecting the Patient Education monitor on the Clinical Graphic Interface launches the EagleSoft/CAESY Power Presentation.


Select the plus sign next to the folder of interest. Select the desired presentation and drag it to e rig

Double-cl k on any area. Use the il nd play.

Select th nguage. Select the Clear button to remove an added pr n ve all added presentations. Select the ng presentations.

When you have added al ations to a Service Code, select the OK button. Select OK to close the Service Code window.

Service Codes are not considered part of a Treatment Plan until the plan has been processed. When adding new Service Codes, you must first process the plan prior to selecting the CAESY button if they are to show in the Power Presentation

th ht field.

ic presentation to preview it in the Preview Presentationava able controls to adjust the presentation volume a

e radio button for Default Laese tation. Select the Clear All button to remo

Cancel button to close the window without addi

l the desired present

Create T texisting Trea t the CAESY button. Select Launch CAESY Presentation ndow.

rea ment Plan Presentations with CAESY Patient Education. In an tment Plan, selec wi


The following is an example of Patient Information:

Your checkbox selections in this section become the default selections for future presentations. Patient Information is selected by default.

The current Treatment Plan is included by default.

Select the checkboxes of the areas you wish to add to your finished presentation. If the checkbox is unavailable, the area is non-applicable to the selected patient. Select the Autonote button to add an existing Autonote. In the Presentation Summary menu, select Treatment Plan to view all plans for the selected patient.

The following is an example of the Treatment Plan option:

Select the Remove Plan button to remove the plan displayed. Multiple Treatment

ges.

Plans can be added.

In the Presentation Summary menu, include any of the plans listed under Ima


The following is an example of the Images option:

Highlighting items in the Presentation Summary displays their informationon the right. Highlighting a video presentation displays the video preview.

Videos that have been attachedto service codes from the selected Treatment Plan will be included by default.

opdown arrow to select an existSelect the dr ing Image Exam. Select the Add Exam

button. Use tExams from e added.

The followin

he Remove Exam button to remove an added exam. Select Other the dropdown list to add individual images. Multiple exams can b

g is an example of the Other Exam option:

Select the checkbox of twindow without select

he desired image and select OK. Select Cancel to close the ing an image. Multiple images can be added.

The following is an example of the Presentation option:


In the Pr nPresentation , select the video d ect the radio butadded present Select the Ca thout adding presentations. When you have add eos can be added

ect the plus sign next to the folder of interest. Select

r

on to launch the Power Presentation.

Modifying Existing Treatment Plans

ese tation Summary menu, select any of the videos listed under . To remove a presentation video from the Power Presentation

an drag to the left. To preview a video, double-click on the video. Selton under Default Language. Select the Clear button to remove an ation. Select the Clear All button to remove all added presentations. ncel button to close the window wied all the desired presentations, select the OK button. Multiple vid.

To include additional videos, selthe desired presentation and drag it to the right field. Double-click on any presentation to preview it in the Preview Presentation area. Use the available controls to adjust the presentation volume and play. Select the radio button foDefault Language.

Select the Create Presentation butt

Pull up a treatment plan for a patient and select View Items By Plan.

field, click the dropdown list box. The descriptions ent plans for the patient will be displayed.

odify, and the details for d.

k Edit Plan. The Edit Treatment Plan window appears.

2. Make necessary modifications to the description or notes for the plan.

o save your changes.

1. From the Plan Status Field, click the dropdown list box. Status types are

en you have received confirmation from the patient’s insurance company or the patient has accepted the service.

tient’s

Rejected – Any service rejected by a patient or insurance company.

Modifying a Different Plan 1. From the Description

of other existing treatm

2. Click on the description of the plan you wish to mthat plan will be displaye

Modifying the Description/Notes of the Plan 1. Clic

3. Click OK t

Modifying the Status of the Plan

listed.

2. Choose from the following status types:

Accepted – Use wh

Completed – Processed items posted from a treatment plan to the walkout.

Post To Walkout – These items are ready to be walked out.

Proposed – Treatments proposed to the patient and/or the painsurance company.

Referred – Services referred out.


Modif n1.

2. C

Modifying the Service Item Date Planned, Tooth, Surface

1. ghl

2. Clic

3. k

-or- 4. Highl

5. Cod

Saving Your Modifications When you have made all necessary modifications to the treatment plan(s), process the plans.

Refer to the Processing the Treatment Plan section earlier in this chapter for details.

yi g the Status of a Service Item in a Plan From the service item status field, click the dropdown list box. The available Status Types are displayed in the list.

hoose a Status Type.

Hi ight the service item you wish to modify.

k More Info.

Ma e any necessary modifications, and click OK.

ight the service item you wish to modify.

Make modifications directly in the line item to any field except Service e, Description and Estimated Insurance.


Charting Perio

Introduction According to the ADA, over 75 percent of adults have some form of periodontal disease. One of the leading reasons patients file lawsuits against their dentistof periodontal diagnosi

s is lack s. These two facts alone make it obvious that proper

re essential in any dental practice.

When performing a comprehensive periodontal exam, you’ll find using Clinical Perio so easy that the findings can actually be entered faster than pocket depth measurements and other information can be taken. Pocket depth and gingival margin measurements, furcation, mobility and mucogingival junction grades, plus areas with bleeding and/or suppuration, can all be charted. Clinical attachment levels are calculated automatically.

For an effective case presentation and patient education, a comparison of various Perio charts, or a graphical representation of the Perio chart or Comparison, can be viewed or printed. All are color-coded to easily note areas of concern. The Perio Graph is used to show the patient’s current condition. The Perio Comparison window and graph make it easy to monitor any changes in the patient’s periodontal condition. Here the color coding indicates where changes have occurred.

The following information will be covered in this chapter:

ring Perio exams

periodontal diagnosis, charting and treatment a

• Accessing the Perio Exam window

• Charting Perio exams

• Compa

• Setting up preferences for Perio exams

Patterson EagleSoft Overview 15.00 Charting Perio • 335

Accessing the Perio Exam • From the Clinical Activities menu, choose Perio

-or-

-or-

rio icon in the Integrated Mode window

-or-

am window, select Perio from the Integration

Perio Exam Findi

• Click the Perio icon in the Clinical Operatory window

• Click the Pe

From the Clinical Exam | Perio window, click Perio

• From the Clinical ExMenu button

ngs

Using the Perio Exam From the Perio tab, enter Perio exam findings for your patients. A numbered box represents each tooth. The six small circles or dots positioned around each box

e

ased

represent the measurement sites. Teeth 1 through 16 are displayed at the top of thscreen and 17 through 32 appear at the bottom.

An X represents any tooth charted as missing or extracted. Missing teeth are bon completed services in the patient’s history.

The buttons in the center of the window allow you to record your findings or manually move to a specific tooth or site when necessary. The abbreviations to theleft of the screen indicate where each type of measurement or grade is displayed.

336 • Charting Perio Patterson EagleSoft Overview 15.00

Following are the available findings:

FINDINGS

USE BUTTON DISPLAY Mobility Grade MOB MOB

cke Depth Measurement PDPo t PD Gin GMgival Margin Measurement GM Clinical Attachment Level Automatically

Calculated CAL

Mucogingival Junction MGJ MGJ Furcation Grade FG FG Bleeding Bleeding Colors Site Dot Bleeding All Bleeding all pockets Colors Site Dot Suppuration Suppuration Colors Site Dot Suppuration All Suppuration all

pockets Colors Site Dot

Bleeding and Suppuration Bleeding and Suppuration

Colors Site Dot

You can indicate which items use the Auto Advance function and the order in which you would like the charting to be completed in the Perio Preferences window.

To enter a number higher than ten, select the # key and the number ten.

Position of Tooth Position is indicated by a red rectangle that surrounds the “tooth” and the related measurements or grades.

Site on Tooth A blue box surrounds the site dot to show the exact position.

Movement • Complete your Perio chart efficiently by settting up your system to

automatically move from site to site.

For information on setting up Auto Advance, see the Perio section in File | Preferences | Perio.

• To move manually to a specific tooth, use your mouse to click on the correct “tooth,” or click the forward or back buttons.

n a site on any tooth to jump to that site. You can also use the ad to move to a site once the tooth is selected.

ReTo record findings for each tooth and/or site, click the button for the finding you wish to record (for example, MOB, PD, GM, FG, MGJ) and click the correct

for the measurement or grade. Only the numbers that are applicable d for each choice. When appropriate, the plus (+) and minus (-)

lect

• Click omiddle-left number p

cord Findings

number, 1-10,will be enablebuttons are enabled.

For example, when you have selected MOB (for mobility), you are not able to seany number greater than 4; however, you can use the + sign.


You can indicate both the alert depth and charting colors in the Perio Preferences window.

For more information about setting up Perio preferences, please refer to the Setting up Operatory Preferences chapter in the Setting up Your Preferences unit.

he selection recorded for the appropriate tooth and/or site will display. If the pocket depth meets or exceeds the alert depth, the display will indicate this by

ocket depth measurement in the specified alert color.

d/or suppurat click the correct button(s) to show the color

Note: Re

T

showing the p

If bleeding an ion are present, simplyation indicating the condition(s).

member, the position will move to the next site each time you chart an item flagged for A

Lock Charting mo eeding and suppuration is time-consuming. However, the Lock buttonOnce you ha nd every pocket you select is marked accordingly until the lock is removed.

Individual Tooth – Images, HistoryStatus From this window, you can easily view and filter the tooth history. If Imaging is installed can also mark teecorrespondin

When yoautomati

Images To view, edit or print images, choose Image. This displays the images that have

mage display, you have the ability to sing the Advanced Imaging

module.

History The Histinformation o a filter feature

2. enu.

uto-Advance.

uths with bl for Bleeding and Suppuration can speed up the charting process. ve clicked Lock, select Bleeding or Suppuration, a

and Missing

, you can view, edit and delete images for any given tooth number. Youth missing. To access these items, simply right-click on the g “tooth” and select Image or History.

u have finished reviewing individual tooth history or images, you are cally returned to the Perio chart.

been stored for that particular tooth. From the iview the image or to edit the existing image(s) u

ory option enables you to view the history for a selected tooth, including n images, notes, conditions and more. The History window also has to customize your view.

1. From the Perio window, right-click on a tooth.

Select History from the m

The following window appears:


3. Click Show to filter the display. If desired, deselect a checkbox t

filter your Tooth History view. o

4. Click OK to save the settings and return to the History for Tooth

window.

Missing Right-cli

us, right-click on the tooth and select the Restore Tooth

Toolb

Save The Save but .

Close Click this to

Print PrevClick Prprinter, the p

Edit PIf you wi odisplay a quilist, Perio exa date.

ck on a tooth in Perio to mark it missing.

To remove the missing statoption.

ar Options

ton saves the current Perio exam and any changes made to the exam

close the Perio Exam window.

iew int Preview to view and print the Perio chart. If you are using a color

rintout displays the same color-coding displayed on your screen.

revious Perio Exams sh t view or edit Perio exams saved previously, click Edit Previous to

ck box where you may choose the correct chart. As indicated by this ms are stored by


or click DeleteClick Use to view or edit a previous exam to remove the highlighted

Perio ex s.

ClearClick Clear All to erase all entries from the current Perio exam.

New Exam If an existing exam has been selected and you are ready to complete a new Perio exam, simply click New Exam. This is not necessary when Perio is first opened, as you will already be on a New Exam window.

Back/Forward Click Back or Forward to move from site to site.

Notes Click Notes to create, edit or delete text, audio or scribble notes. You can also access the current patient’s note history by clicking Notes.

ent Integration

linical Integration This but e

Patient If you have tup on-screen

am from the patient’s record

All

Practice ManagemUse the Practice Management Integration button to access Practice Management, OnSchedule, Treatment Plan and other Practice Management modules.

Cton nables you to access different modules within Clinical.

Photo he patient’s photo stored in the database, click on this button to pull it .


Perio Comparison As descri u to select up to three saved Pe te any changes in the patient’s

bed previously, the tab allows yorio charts and compare them one to another to evalua

Perio Comparison

periodontal condition.

This defWhatever is depth, gingiv ingival junction grades).

es are displayed for each exam included in the comparison, along with the measure

The scor

•

n has improved

tion or mobility – as ell as a breakdown of the number of sites within the indicated ranges for pocket

depths and clinical attachment levels.

n Window Functions

Print The Prinprintout showconcern.

Show If you wish to select a different group of exams or compare a different measurement or grade, click Show to display a window where you may select the exams or items you wish to use for comparison.

aults to compare the pocket depths for the three most recent exams. compared is displayed at the top of the window (for example, pocket al margin, furcation, mobility, clinical attachment level or mucog

The datments or grades for each tooth or site.

es are color coded for easy comparison as follows:

• Black – These are the scores entered first

Red – Indicates the periodontal condition has worsened

• Green – Indicates the periodontal conditio

The summary at the bottom of the window shows the number of teeth or sites that show a specific condition – such as bleeding, suppuration, furcaw

Compariso

t button prints this Perio Comparison. If you have a color printer, the s the same color-coding to easily alert your patient to areas of special


you can choose wIn the center, hat you wish to compare in the selected exams.

Simply c

To choose a der available exams. Highlight the correComparihighlight it in

Select frChoose t

Once all the been selectedwhich display

Perio Graph

lick on the desired item.

specific date, review the dates listed unct date and click Add. This displays the date under the Exams for son window. To remove one of the exams from the comparison list, simply

the right-hand column and click Remove.

om the following radio buttons: Pocket, Gingival, Furcation and MGJ. he option to compare specific aspects of the exams available.

exams you wish to compare and/or the items you wish to compare have, click OK. Then you are taken to the Perio Comparison window, s the findings for the selected charts in date order.

The Peri raphical representation of the selected chart. d. The more natural

representyou are explapresenta

o Graph window gives a gThis window was designed with the patient in min

ation of the teeth makes it easy for your patients to see and understand what ining. Therefore, this window is the best option for periodontal case

tion and education.

This window displays a graph for tyou wish to view a prev

he same Perio exam shown under the Perio tab. If iously saved exam, select that exam by selecting the Edit

Previous option under the Perio tab.


Display To choose the display of the Gingival Margin levels, the Mucogingival Junction grades and Pocket Depths, simply click the appropriate button in the lower left othe window to turn the item off or on.

f

y in the designated colors.

ll mouth view, click anywhere

Comparison Gra

The pocket depths appear as small bars at each site. If the depth meets or exceeds the alert depth, the display indicates this by showing the portion that exceeds the alert depth in red.

The Gingival Margin levels and Mucogingival Junction grades are represented ba line graph

Zoom If you wish to view a single quadrant in a zoom mode, simply click your mouse anywhere within that quadrant. To return to the fuwithin the quadrant again.

Print The Print button enables you to print this Perio graph. The printout shows the samecolor-coding to easily alert your patient to areas of special concern.

ph The Comparison Graph tab gives you a graphical representation comparing existing Perio exams. The graph was designed with the patient in mind, giving a more natural representation of the teeth.

The default comparison compares the three most recent exams. The legend at the bottom of the screen indicates the color that represents the Perio exam date.

To choose to compare the Gingival Margin levels, the Mucogingival Junction ft of

o select what you wish to view. grades or the Pocket Depths, simply click the appropriate button on the lower lethe screen t


Show To select a different group of exams to compare, click Show.

You can view up to three exams at one time. To choose the exam dates, review the

ble. Highlight the correct date and click Add. This exam from Remove.

Once the exams you wish to compare have been chosen, click OK to return to the Comparison Graph window. This displays the findings for the selected charts.

Zoom If you wish to view a single quadrant in a zoom mode, simply click your mouse anywhere within that quadrant. To return to the full mouth view, click anywhere within that quadrant again.

Print The Print button enables you to print this Comparison Graph. The printout shows the same color-coding.

dates listed under Availadisplays that date in the Exams for Comparison window. To remove anthe comparison list, simply highlight it in the right-hand column and click


PSR

Overview PSR stands for Perallows you to recor

iodontal Screening and Recording. This type of periodontal exam d an overall score or rating for each sextant within the mouth in

lieu of a complete periodontal exam and detailed charting. This screening is a quick ple way to evaluate and track a patient’s periodontal health, as well as

form of periodontal disease, and the fact that litigation due to gnosis is not uncomm ow this type of e ery valuable. A PSR chart can be com ine basis even when a com lete periodontal exam is not req

to easily note where omparison can be viewed on the computer screen or

phical information can be a powerful tool when it

l give information on the following:

d editing PSR charts

aying PSR charts

and simdetermine the need for a more comprehensive exam.

Since th hat over 75% of ale ADA estimates t l adults show some lack of periodontal dia

on, you can see h xamination can be vpleted on a rout

uired. p

To easily monitor any changes in the patient’s periodontal condition, various PSR charts can be compared. This comparison is color coded changes have occurred. The cprinted out. This type of gracomes to educating your patients and conducting effective case presentation.

This chapter wil

• Creating an

• Comparing PSR charts

• Printing and displ

Patterson EagleSoft Overview 15.00 PSR • 345

Accessing the PSR Exam • From the Clinical Activities menu, choose PSR

-or-

n Menu button

PSR Exam

-or-

• Click the PSR icon on the Clinical Operatory window

-or-

• Click the PSR icon on the Integrated Mode window

-or-

• From the Clinical Exam | Perio window, click PSR

• Choose PSR by clicking the Integratio

Addin By defau h R Exam window is displayed. The Exa . Each sextant can be scored

0-4. s described on the window, each score indicates the overall ondi n of that range of teeth (0 being the healthiest, 4 being the least

asterisk to indicate other abnormalities.

These scores are entered in the Sextant Scores boxes in the upper left-hand corner of the window. As you can see in the preceding image, there are three boxes for the upper arch and three for the lower arch. As you enter these scores, press the Tab

g a New PSR Exam lt, t e Exam tab is selected when the New PS

m tab is where PSR exam findings are enteredon a scale of Aperiodontal c tiohealthy). This scoring should take into account probing depths, mobility, gingival recession, mucogingival problems and furcation invasions. You can also add an

346 • PSR Patterson EagleSoft Overview 15.00

key to move to the next box (sextant). In addition, the arrow buttons underneath

button erases all entries.

If you wish to view or edit PSR charts that have been saved previously, click Edit a quick box where you may choose the correct chart.

PSR Comparison

these boxes will allow you to move from one to another or simply click in the box where you wish to enter a score.

Note: PSR charts are stored by date.

The Clear All

Viewing or Editing PSR Exams

Previous to display

From that window, click Use to view or edit, or click Delete to remove that chart from the patient’s records.

As described previously, the Comparison tab enables you to select various saved

akes it easy to evaluate any changes

e for the comparison.

PSR exams and compare them. This feature min the patient’s periodontal condition.

Select the exams you wish to us

Review t , highlight the correct d he Exams for Comparisonhighlight it in d column and click Remove.

Once you have selected all the exams you wish to compare, click OK to go to the Perio Comparison window that displays the scores for the selected charts in date order.

As noted on the window, the scores are color coded for easy comparison.

Black – The first scores entered.

Red – Indicates the periodontal condition has worsened.

Green – Indicates the periodontal condition has improved.

he dates listed under Available Exams. To choose an examate and click Add. This displays that date under t

window. To remove one of the exams from the comparison list, simply the right-han

Patterson EagleSoft Overview 15.00 PSR • 347

Print You can

ShowIf you wish tdisplays the s

print this comparison by clicking Print.

o select a different group of exams to compare, click Show. Again this election box.

348 • PSR Patterson EagleSoft Overview 15.00

Clinical Exam

Overview Clinical Exam rovides a complete exam between you and your patient. To state it simply, Cliniinto one centr

This cha er will ive you information on the following:

C ing new Perio, PSR, Restorative, Intraoral or Radiography exams

• the conditions charted in Perio and Restorative exams

•

• C omizing an exam by creating or editing exam types

•

• o e sub-exams

• Rec ing information in regard to:

• Habits

• General hygiene

pcal Exam provides the ability to link every area of your Clinical Exam alized window!

pt g

• How to access past Perio, PSR, Restorative, Intraoral and Radiographyexams

• reatwith just the click of a button

Automatically calculating a sum total of

How to review and edit notes specific to an exam or date of treatment

ust

How to add or remove sub-exams by right-clicking on the selected tab

Printing a Clinical Exam Master report or a questionnaire specific tany of th

ord

• TMJ

• Occlusion

• Cosmetics

• Head and neck history

• Cancer

• Dental history

Patterson EagleSoft Overview 15.00 Clinical Exam • 349

Accessing Clinical Exam From the Clinical Activities menu, choose Clinical Exam

-or- C nical Exam icon in the Integrated Mode window Click the li

Click the pat image on the Clinical Operatory window

Clinical Exam Se

-or- ient folder

tup There are several areas within that need to be set up before you begiClinical n

am effectively.

e which sub-exam tabs y been entered, but you

utilizing Clinical Ex

Clinical Exam Types Clinical Exam Types are used in Clinical Exam to determinwill be enabled. One preset Clinical Exam Type has alreadcan add, edit or delete exam types as you prefer.

From the Lists menu, choose Clinical Exam Types. The Clinical Exam Types quick box is displayed (see the following image).

Creating a New Clinical Exam Type ical Exam Types quick box, click New. The New Exam Type

window is displayed. From the Clin

350 • Clinical Exam Patterson EagleSoft Overview 15.00

For mor f chapter i h

SecurityAll staff members using Clinical Exam need their own security settings to allow access to this feature.

. From the Clinical Logon window, the Security Administrator should log on as Security Administrator and enter the master password.

highlight the staff

he Provider

are three options for al Exam Access.

xisting Clinical Exams

Edit Completed Clinical Exams

Select the checkbox next to each option as it would apply for this staff member.

Note: Incomplete, Continued or Referred Exams are considered to be “Existing” Clinical Exams.

5. When you have set access levels for this staff member, click OK to save your changes. ontinue to click OK to save settings and close each of the open security windows. Click the Cancel button to exit

e in ormation on creating a new Clinical Exam Type, see the General Setupn t e Setting up Preferences unit.

1

2. When the Providers/Staff List window is displayed,member you will be giving access to and click Edit. The Edit Provider/Staff window is displayed.

3. From the Edit Provider/Staff window, click Password. TPassword window is displayed.

4. Click Op Security (Operatory Security). The Operatory Access Options window is displayed.

On the lower part of this windowClinic

View Existing Clinical Exams

Edit E

C

without saving the new security access settings.


Introduction to the Clinical Exam Window

Exam Date The patient’s information can be viewed from the most recent exam or from a previous exam by selecting a date from the Exam Date dropdown list box. This allows you to confirm past treatments performed, analyze those treatments and

rrent or proposed treatments in a convenient layout. By clicking nt, you can toggle back and forth between exams and review past

ed es performed.

, an (i) appears before the date of the exam.

type in the Exam Type dropdown box in the Clinical Exam window. When you select an exam type, only the necessary tabs are activated to

(by clicking OK) after selecting an exam type, you m ty for th .

urrent xam, right-mouse click on the tab and choose

To activate a tab not in the current exam, right-click on the tab and choose Add To

s xam are provided to maintain accuracy and security regarding a ivin n exam a status, each user can quickly determine the

iption e.

lete Work is finished.

Work performed over the course of several appointments.

Patient sent to a specialist; awaiting outcome.

Tabs d an exam for the day, only the tab(s) related to that exam

e ical Exam, only the (Restorative) tab will be enabled.

following the instructions in the previous Exam Type section.

compare them to cuon a date of treatmeand recent proc ur

If images are on the exam

Exam Type After the exam types are created, choose the exam you want to perform by selecting the exam

complete the exam.

Using predefined exam types assures that you are performing only necessary work for a patient during the patient’s visit.

Once you save a Clinical Examcannot modify the exa pe at exam

Add/Remove Tabs from Current Exam Type To inactivate a tab from the c eRemove From Current Exam.

Current Exam.

StatuFour statuses for an epatient’s record. By g g apatient’s condition.

Status DescrIncomplete Work is not yet finished; it will be completed at a later tim

CompContinued Referred

If you have already savewill be enabled within Clinical Exam. For example, if you save a Chart exam for thpatient, then go to Clin Restor More tabs can be added by


Summ (Summary)

The Summaryinstalled) a

window shows the patient’s standard images (only if Imaging is nd gives you an overview of the most recent exams for the patient. The

photos to the Summary tab, see the Image menu subsection in the Advanced Imaging chapter located within the Imaging unit.

e, phone numbers and last visit date are centered in the middle

st recent dates of the following exams are given:

Radiography Cancer Dental History

Head and Neck Full Mouth Series

ic

ient’s information directly from this window with one click from Clinical.

ow for the current patient. The y of everything

e-click an en, close that option to

y of the ion to option.

patient photo, full smile, and most recent upper and lower arch photos will display.

For information on adding these

The patient’s ID, namof the window.

The mo

Perio (Soft Tissue Exam)Restorative Cosmetic TMJ Occlusion Habits Bitewing Intraoral General Panoram

Edit Patient The Edit Patient button links the Patient Summary tab to the Edit Patient window. Easily view or modify the pat

History The History button opens the Patient History windHistory window (see the following image) provides a detailed histor

mply doublthat has been entered in EagleSoft. For more information, siitem to call up the related chart, images or notes option. Threturn directly to the History window. This enables you to easily review anitems entered in EagleSoft without having to go from opt


Show What The Show What button in the History window enables you to filter the history to display only the History Types you prefer (see the following image). From the Patient History Filter, choose a specific date range by clicking on the Consider Date Created box and entering the beginning and ending dates for the filter.

ered from this window to add to the printout. Additional notes can also be ent

Print Click Print to print this patient’s history.

Perio (Periodontal)

io window summarizes the information from the patient’s Perio exam d on the date given in the Exam Date box.

The Perperforme

Thenum r

top section of the Perio window, Summary Info, provides a summary of the be of teeth and the number of sites charted for the following:

• Bleeding

• Suppuration

• Furcation

• Mobility


• Pocket Depths greater than the Alert Depth

• Clinical Attachment Levels – These are divided into four

These fie odule. Click Calculate to update the numb

Beneath Inflamm rgins, Plaque and Exudate.

The ratin

Co dCo iHygien Good, Fair, Poor

InflamMargin Thin, Swollen, Receded, Irregular, Normal

Pla eExuda d, Suppuration, Both

section allows input for the color and texture of , d the P pillae section allows input for the shape, color and

ti ollows:

at gs

e Stippled, Glossy, Granular, Boggy, Smooth

Color Pink, Red, Magenta

Firm ggy, Fibrous

el of gingivitis for

pe IV

givitis

levels: <0, 1-3, 4-5, and 6+

lds are based on charting in the Perio mers in the fields.

the Summary Information, record ratings for Consistency, Hygiene, ation, Ma

gs for each of these conditions include:

n ition Ratings ns stency Firm, Boggy, Fibrous

e mation Light, Moderate, Severe, None

s qu N/A, None, Light, Moderate, Severe

te Bloo

Next, the Attached Gingivaattached gingiva an atexture of papillae.

The ratings for each of these condi ons are as f

Attached Gingiva R inColor Pink, Red, Magenta

Textur

Papillae Ratings Shape Pointed, Blunted, Flat, Inverted

Texture , Bo

Beneath this, the Periodontal Diagnosis section indicates the levthe patient.

The levels include the following:

N/A Normal

Type I Type II

Type III Ty

Type V Early Onset Periodontitis

ciated Acute Necrotizing Ulcerative GinSystemic Asso

A Comments section provides an area for entering and/or editing additional comments/notes specific to this exam. These notes are viewable from the Note History window as well.


One-Click Access To easily view, create or edit the Perio or PSR exams related to these totals, click the ppropriate button on the right side of the window. With only one click, you’ll go irectly to the Perio or PSR exam.

ad

Calculate Click Calculate to calculate the conditions under Summary Information automatically for an exam. If corrections are made while in the Perio window, click

he appropriate box and editing the number.

Calculate upon returning to the Perio Summary tab to reflect the new totals.

You can also calculate the totals manually by clicking t

Restor (Restorative)

The Restorative window summarizes the information from the patient’s Restorative exam performed on the date given in the Exam Date box.

The Caries section proviDentinal Caries and Num

des a summary of the Number of Caries, Number of ber of Recurring Caries for the patient.

The Restorations & Fractures section displays the Number of Restorations with Fractured

Tori Malposition

Wear Facets Non-Func Teeth

tal into h lost in

the number Amputated and the total Number of Root

Again, at the very bottom, a Comments section provides an area for entering and/or editing notes specific to this exam.

Poor Marginal Integrity, Number of Fractured Restorations and Number of Teeth.

General teeth conditions follow the Restorations and Fractures section, showing totals for:

Erosion

Extrusion Impaction Open Contacts

Lesions

Next, the number of primary teeth lost prematurely section divides the totwo segments: the number of teeth lost in over a year and the number of teetless than or equal to one year.

The Roots section displaysCanals for the patient.


Chart This button takes you directly to the Chart window.

Tx Plan Create or modify treatment plans from here as well by clicking on the Treatment Plan on the top right of the window.

Calculate Click Calculate to calculate values for the fields on the Restorative tab based on the action code of the patient’s conditions, services and existing services. After entering or editing items on the chart, calculate the totals for the conditions charted automatically by clicking Calculate on the right of the window or enter the totals manually by clicking on the desired box and editing the number.

For more information on attaching Action Codes to conditions and services, go to the Services and Conditions chapters, Setting up Your Preferences unit.

TMJ

The TMJ (Temporal Mandibular Joint) window provides an area to record information pertaining to a patient’s TMJ condition. The top section is reserved for

ibing the Pain, Popping, Crepitus and Deviation on Opening for the joint.

ng from the dropdown list box.

input descr

The ratings for each of these conditions are as follows:

1. From each section, select a rati

Condition Ratings Left side, Right side, Both, None

g Left side (Open, Closed, or Both), Right

(Open or Close)

Left side (Open, Closed, or Both), Right side (Open, Closed, or Both), or Both

Pain Poppin

side (Open, Closed, or Both), or Both

Crepitus

(Open or Closed)


Deviation on Left side, Right side, Both, None

the dropdown list box.

the settings.

recorded in millimeters.

swers regarding Musculature, History

Treatment explains whether the condition is treatable and whether be performed by the dentist or by a specialist. Select an option

Occl (

Opening 2. Select a Rating from

3. Click Save to keep

The Maximum Opening Unassisted is how far a patient can open his/her mouth. This is

The next three sections provide fields for anof Trauma and Myofacial Pain. If the patient answers Yes to History of Trauma or Myofacial Pain, a Comments section is provided to elaborate on those conditions.

The Diagnosis forthe treatment willfrom the dropdown list box.

A Comments section provides an area for entering and/or editing notes specific to this exam.

Occlusion)

The Occlusio cord information pertaining to a patient’s x

The top secti ation, ranking each as Class 1, Class 2 or Class 3.

The nextSelect on for End On.

In the next , Division

Next, record ratings for

The ratings f

Condition

n window provides an area to re ma illary and mandibular teeth contact.

on is used to record Dental Classification and Skeletal Classific

section is used to record the Left and Right Cuspid and Molar Relations. e o the following from either dropdown list box: Mesial Step, Distal Step

section, measurements can be saved for the patient’s Overbite, Overjet and Maximum Opening Unassisted in millimeters.

Slide, Midline, Crossbite, Profile and Guidance.

or each of these conditions include:

Rating Slide None, Right or Left and in millimeters

Midline Even, Right or Left and in millimeters


Crossbite None, Anterior or Posterior

Guidance A Comments ering and/or e

Image

Profile Maxillary Prognathic, Mandibular Prognathic, Class 1, Class 2 or Class 3

Canine Guidance, Group Function or Bilateral

section at the bottom of the window provides an area for entditing comments specific to this exam.

s

Imaging Features

each image.

This Clinical Exam tab is available only if Imaging is installed.

Acquiring Images Acquire new images into current exams or create entirely new exams all within the same window. If an image in an exam needs to be updated, just select the image andclick Acquire. If you need to create a new exam, it’s as easy as clicking New and then acquiring

New Exams 1. Click New.

2. Select a new template from the Template dropdown list box, or you can keep the default template.

4.

Updating C

3. Click Acquire to begin acquiring images.

When finished, click Save to save the exam.

urrent Exams 1. Select a sensor image.

2. cquire from the

3. Click Yes to acquire the image over the exam.

4. Click Save to save the exam.

Click Acquire. You can also right-click and select Aright-click menu.


Printing Images To print the current exam, click Print at the top right of the Radio window.

You can then select the printer, number of pages and the number of copies from the Windows Print Setup box.

The image printout displays date/time, practice information, patient information and the name of the exam.

Transferring Images The Transfer button enables you to move exam images from one patient to another. This fun nIf, for exeasily transfe tient with just a few clicks.

2.

3.

ctio is useful in the event that an exam is incorrectly attached to a patient. ample, an exam has been saved in the wrong patient’s records, you can

r the exam to the correct pa

1. Select an exam.

Click Transfer. The Person List appears.

When you have selected a patient, click Use.

The following window appears.

4. Click Yes to transfer the im

appear when using tage exam. Note: This warning may not

he preference ‘Disable Confirmation Messages’.

.

es

otate or attach information to any of the images, just click Edit Images and the selected image is pulled into the

Imagi window.

age in Advanced Imaging.

. When finished editing the image, either save the image or close Advanced Imaging to return to the window.

ng unit.

ight ick menu in the Images window incorporates all of the er

For more information on the following right-click menu features, see the Imaging chapter in the Imaging unit.

5. The exam is transferred to the selected patient

Edit ImagThe Edit Images button enables you to edit images from the Advanced Imaging module. If you need to sharpen, ann

Advanced ng

1. Select an image.

2. Click Edit Image to open the selected im

3

For information on using Advanced Imaging, see the Advanced Imaging chapter in the Imagi

Right-Click Menu The r -clAdvanced Imaging features. This enables you to view, modify and entadditional information to the exam and/or an image.


Right-Click Menu from Templates View Full Screen – Select this option to view the image in full window mode. This is helpful if displaying the image to a patient

This ’s not already selected,

Mir e horizontally.

image vertically.

te the image 90,

a owing Most Recent Summary window:

itewing Updates Patient Last Full Mouth Series Updates Patient Last Panoramic

to view image information, featuring the description, dates, tooth numbers and much more.

age H story – Select this option to view and apply

ail – This feature enables you to send images via e-mail. In the e-mail, can clude AutoNotes and your own notes.

py the image into the pboard. Then paste it into an image in Advanced Imaging.

for case presentation.

Open Image – Select this option to open the image in the Image Document window.

For more information on Image Document window, see the Advanced Imaging chapter located in the Imaging unit.

Original View – Select this option to return the image to its original view. is the default for viewing images in exams. If it

choose this option to view the image as it was scanned into the exam. To view image as last modified, deselect the Original View option.

Delete – Choose this option to delete the selected image.

ror – Choose this option to flip the imag

Flip – Choose this option to flip the

Rotate 90, 180, 270 – Right-click on the image and rota180 or 270 degrees.

Ex m Information – Select one of the following to update the foll dates on the

• Updates Patient Last B• •

Image Information – Choose this option

Im ipast image modifications.

E-m you in

Copy to Clipboard – Choose this option to cocli


Right-Clic nuk Me for Exams

View Fullscreen – Select this option to view the image in full window mode. This is helpful if displaying the image to a patient

window, see the Advanced he Imaging unit.

delete the selected image.

tate 90 – Select this option to turn the image 90 degrees.

Rotate 180 – Select this option to turn the image 180 degrees.

llowing: Patient’s Last Bitewings, Patient’s Last Full Mouth Series, Patient’s Last Panoramic.

on – Choose this option to view image information, iption, dates, tooth numbers and much more.

ry – Select this option to view and apply past image

E-mail – This feature enables you to send images via e-mail. In the e-mail, lude AutoNotes and your own notes.

to the clipboard. Then paste it into an image in Advanced Imaging.

for case presentation.

Open Image – Select this option to open the image in the Image Document window.

Original View – Select this option to return to the view of origin.

For more information on Image DocumentImaging chapter located in t

Acquire From – Choose this option to acquire new images into the exam.

Delete – Select this option to

Mirror – Select this option to turn the image on its vertical axis.

Flip – Select this option to turn the image on its horizontal axis.

Ro

Rotate 270 – Select this option to turn the image 270 degrees.

Exam Information – Select this option to update the fo

Image Informatifeaturing the descr

Image Histomodifications. This feature gives you the chance to review past image modifications and even apply some of them to the current image.

you can inc

Copy to Clipboard – Choose this option to copy the image in


Other Fields On the lower half of the window, record the Horizontal Bone Loss, Vertical Bone

nfavorable Crown Root Ratio in free-form entry boxes.

Supragingival Moderate Supragingival Heavy

Loss, Calculus and U

Rate the degree of Calculus as:

Supragingival Light

Subgingival Light Subgingival Moderate Subgingival Heavy

None

At the very bottom, a Comments section provides an area for entering and/or editing

(Cosmetics)

notes specific to this exam.

Cosm

The Cosmetics window provides an area to record information pertaining to the

and mandibular conditions. This tab divides the mouth into four conditions: Maxillary Anterior, Maxillary Posterior, Mandibular

Condition

patient’s maxillaryareas for recordingAnterior and Mandibular Posterior.

For each area of the mouth, the conditions and ratings are as follows:

Rating orphology Yes, No, N/A

stema Yes, No, N/A

At the very bottom, a Comments section provides an area for entering and/or editing this exam.

Abnormal MAnterior Malalignment Yes, No, N/A

Anterior DiaAnterior Discoloration Yes, No, N/A

notes specific to


Head

The Head window provides an area to record the patient’s head and neck conditions. Record a score of Normal, Abnormal or N/A for the following conditions:

Facial Tissue Retro Molar Upper Lips Tuberosity (Maxillary) Lower Lips Gingivae

ngue (Lateral) Edentulous Ridge Tongue (Anterior) Oropharynx

Salivary Ducts ting

.

Floor of Mouth Lingual Tonsils Hard Palate Vestibular Depth Soft Palate Buccal Mucosa To

Tongue (Dorsal) The Comments section at the bottom provides an area for entering and/or edinotes specific to this exam

Habits

The Habits window provides an area to record the patient’s habits.


Record a status of N/A, None, Potential, Manifested or Historical for each of the following habits:

Grind Teeth Cigar/Cigarette Toothpick/Stimulator Bite Cheek Pipe Chewing Gum Tongue Thrust Bite Nails Candy Mouth Breather Smokeless Tobacco Soft Drinks Bulimia/Anorexia Thumb/Finger Other

If a status of Potential, Manifested or Historical is recorded in the habit Other, a line is provided to enter a description for that habit. At the very bottom, a Comments section provides an area for entering and/or editing notes specific to this exam.

General

The General window provides an area to record miscellaneous patient information and serves as a quick reference regarding the patient’s overall condition/pain.

Dental Care Under the Dental Care section at the top of the window, use free-form entry to record the frequency with which the patient brushes and flosses, the brand of toothpaste and mouthwash the patient uses, and any other information you want to enter specific to the patient.

Emotional Motivators/Concerns Emotional Motivators and Emotional Concerns can also be recorded using free-form entry for the patient.

Use this window as a quick reference for the patient’s status. Enter information for the following fields: Oral Cancer, TMJ, Blood Pressure and Pulse.

The last section of the window summarizes the patient’s pain for Dental and Mucosal in the Maxillary Anterior, Maxillary Posterior, Mandibular Anterior and Mandibular Posterior areas of the mouth.


Each type of pain should be recorded for each area of the mouth using the following ratings:

Low Acute Pain Low Chronic Pain High Acute Pain

High Chronic Pain None

At the very bottom, a Commennotes specific to this exam.

ts section provides an area for entering and/or editing

Cancer

The Cancer window provides an area to record information regarding a patient’s cancer condition.

The window splits this into the following four phases:

Developm l Deep

Under each phase, select Yes, No or N/A for Pathology Present or Biopsy Indicate r each section, choose an Affected Area option from the Affected

ooth Related Pathology Present section.

enta

Systemic Surface

d. FoArea dropdown list box.

Check the appropriate radio button for the T

A Comments section provides an area for entering and/or editing notes specific to this exam.


History

The History window provides an area to record past conditions pertaining to a patient. The window divides History into two sections: sensitivity (top) and general

Hot or Cold Orthodontic Treatment

Biting/Chewing A Bite Plate or Guard

history (bottom).

Select Present, Past, Never or N/A for the following questions:

Are your teeth sensitive to: Have you ever had:

Sweets Periodontic Treatment

Oral Surgery

Serious Injury to Mouth or Head

A Comments section at the bottom of the page provides an area for entering and/or editing notes specific to this exam.

Other

The Other window provides an area to enter answers to any customized questions

you set up for this Clinical Exam Type. You can have up to 15 questions per examtype. For more information about setting up customized questions, refer to the section earlier in this chapter.


Notes

The Notes window provides notes entered into Clinical fo

an area to view and edit all Text, Audio and Scribble r a particular patient for the selected Exam Date. From

tes cannot be added from this

left of the window and notes, double-click on

king the desired column heading.

Printing A Clinica

this window, view or edit existing notes only; new noarea.

To add a note to the patient’s record, click Note at the bottomchoose a new Text, Audio, or Scribble Note. To edit existingthe desired note to open the appropriate edit window. Sort the notes by Type of Note, Date or Note Content by simply clic

l Exam Report While in Clinical Exam, click Print on the lower right of the Clinical Exam window. You’ll have the choice to print a report or print a questionnaire for the Clinical Exam.

The What To Print dropdown list box (see the preceding image) offers the following reports:

Clinical Exam Master Incomplete Clinical Exam Report

Clinical Exam Detail (Current Exam)

etic Exam Questions Head and Neck Exam Questions

mprehensive report listing every patient

Periodontal Exam Questions

Restorative Exam Questions

TMJ Exam Questions

Occlusion Exam CosmQuestions

Habits Exam Questions General Exam Questions Cancer Exam Questions

Patient History Questions All Exam Questions

The Clinical Exam Master report is a coreviewed in Clinical Exam.


The Incomplete Clinical Exams report lists only patients with an Incomplete status.

am.

The reports for Exam Questions are printable questionnaires for the patient to fill choose to print any of the questionnaires pertaining to the exam ou have the option to also print the new patient information at the top of

ill print, click OK to print. A Report ing

The Clinical Exam Detail report lists only the details of the patient currently in the Clinical Ex

out. If youquestions, ythe questionnaire. To print the new patient information, select the checkbox next to Include New Patient Information At Top Of Questions.

Once you have selected the report you wPreview window appears to allow you to review the report before actually printit.


verview

Patient Notes and Note History

OUse the Patient Notes feature to record and view text, audio or scribble pad notes. Text and audio notes can be used to summarize a conversation with a patient or to review an exam. The Scribble Pad notes help explain a procedure or condition by “sketching” out the process to give the patient a better understanding.

ccessing Note History AFrom the Integrated Mode window, click the Note History icon.

Integrated Notes History and Patient Notes Record and manage notes easier in the Notes History window. Click the scribble, text or audio note button, and the top part of the window displays that note function. For example, if you click Scribble Note, the top part of the window turns into a Scribble Note pad with different widths or colors to choose from for the marker. Click Save and the note is added to the Note History ledger.

The following features are available in the Note History window at all times.

Display Note on Account Statement Select the checkbox to Display Note on Account Statement to include the current entry on the selected patient’s account statement.

370 • Patient Notes and Note History Patterson EagleSoft Overview 15.00

Tooth Selector ote History window. Now you

can easi s and/or areas of a patient’s mouth.

ColorClick Color t

Save As save the current note as an AutoNote.

re in the Note History window to find notes based on the text in rd into the Find field box that’s found in the body of the

note and

Save Click this button to save the current note.

Note Ledger Toolbar The Note Ledger toolbar enables you to modify existing notes.

Filter:

The Tooth Selector function is available from the Nly a sign notes to specific teeth

o modify the color of the current note.

Click Save As to

AutoNote Click AutoNote to access a list of your AutoNotes.

Find Use the find featuthe note. Just enter a wo

click the word Find.

Click Filter to filter the notes ledger according to type, status, format and more.

Filtering the Note History Display 1. Click Filter. The Note History Filter window is displayed.

You can filter by choosing from the following criteria:

Note Formats Audio, Scribble, Text Note Types

Chart, PPSR, Imag

Consider Da e range

Edit:

erio, General, e, Radio

Note Status Verified, Unverified, Deleted

te Created Specify the datyou prefer

2. You can also filter the display by clicking on any of the column headings of the Note History display.

Click

Edit and the note appears in the top part of the Note History window.

Patterson EagleSoft Overview 15.00 Patient Notes and Note History • 371

Viewing or Editing the Contents of a Note

.

Note

1. Highlight the note from the listing in the Note History window

2. Click Edit.

3. Click Save when finished editing note.

Deleting a

2.

3. arks.

Print:

1. Highlight the note from the listing in the Note History window.

Click Delete.

The note appears with strike-through m

Click Print to print the note history for this patient.

Tracking Notes Tracking notes in EagleSoft provides an easy way to view and print any changes made to the notes after an EOD is processed. After an EOD is processed, text, scribble and audio notes are tracked within the Note History.

1. When a note is deleted, it is given an inactive status while tracking who deleted it and when it was deleted.

2. When a note is deleted, the current note is inactivated, and the newly edited note will be saved as a copy.

3. A strike-through denotes inactivity.

TrackA post proce til it is verified. Any time an End-of-Day i ote, and the note has been verified, it is tracke in text note is tracked.

Printing a Listing of the Notes

ort. Click Cancel to exit the Print nting.

Text Notes

ing Post Procedure Notes dure note can continually be edited uns processed after the creation of a n

d the same way an audio, scribble or

1. Click Print. The Print Preview window is displayed.

2. Then, click Print to print the repPreview window without pri

Create text n , such as Perio Exam, PSR Exa istory window, which is

Creates and

ayed.

2. Type your patient note into the open note field.

otes from any of the clinical modules in Clinicalm, and so on. They can also be created from the Note H described in this chapter.

ing a New Text Note 1. From any area in Clinical or the Account Screen, click Not

choose New Text Note. The New Text Note window is displ


3. To save the new text note as an AutoNote, click Save As.

Audio Notes

4. When you are ready to save your new note, click Save. Click Cancel to exit without saving the new text note.

Audio NotExam an

Creating a New Audio Note 1. From any area in Clinical, click Notes and choose New Audio

Note. The New Audio Note window is displayed.Enter a description for the audio note in the Description field. A default description may have already been provided depending on the area within Clinical you are creating the new audio note from.

2. Assign the note to any teeth in the Tooth Selector region.

3. Click the red square button (or press the left foot pedal) to begin recording your message. This window displays an audio meter that indicates the amount of time remaining.

o note, click the arrow (center)

to close the ew audio note.

Scribble Pad Notes

es are created from any of the clinical modules in Clinical, such as Perio d PSR Exam.

4. Click the black square button (or press the left foot pedal again) tostop recording.

5. To preview or play the new audibutton.

6. Click OK to save the new audio note. Click Cancelwindow without saving the n

With scribble d ure that appears on th ipatient. A drawin

Creating a New Scribble Pad Note d choose

2. ion for the scribble note in the Description field.

3. -mouse button while

4. r

pa notes, use the pen and tablet or your mouse to draw a picte w ndow. Use this to help describe a condition or procedure to a

g can even be saved for future reference.

1. From any area in Clinical, click the Notes button/icon anNew Scribble Note. The Scribble Pad window is displayed.

Enter a descriptA default description may have already been provided, dependingon the area within Clinical you are creating a new scribble note from.

To begin drawing, simply hold down your leftdragging the cursor over your drawing board.

To change line sizes, simply click on the line thickness of youchoice from those displayed in the toolbar to the right of your drawing board.

Patterson EagleSoft Overview 15.00 Patient Notes and Note History • 373

5. To clear contents of the current drawing, click Clear.

6. To choose a different color to draw with, click Color. This e where you can choose from various colors. ox that shows the color you would like to use. If

ick saving, click Cancel.

accesses a templatSimply click the byou wish to create your own colors, click Define Custom Colors,add the new color and select it from the Custom Colors section. Click OK.

To save a drawing, confirm your description at the bottom of the window and clSave. To close the window without


Charting and Planning – Unit 4

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