Set Up Treatment Findings Categories & Responses

Use the Findings table to set up the categories and standard responses to enter into your patients' treatment findings record.

How to Get Here

• ViewPoint main menu > System Tables > Treatment > Findings.

   

  

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Choose Your Settings

• Select data type - Choose the type of data to work with. Use the Tx. Findings data type to track your patients' medical and orthodontic findings. Use the Patient Etc. data type to track additional non-medical information about the patient.

   

  

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• Display active / inactive records - You can choose whether to include inactive records in your list. enable the Show All or Show Active option to include/exclude the inactive records.

   

  

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• Choose record to work with - Your findings records are sub-divided into a hierarchy of Headings, Categories, and Responses. You may expand or collapse folders as needed to help you find the record you want to work with.

   

  

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• Create new record - Select the position where you would like to insert the new record, and click Add Heading, Add Category, or Add Response (or, press Alt-H, Alt-C or Alt-R on your keyboard), then complete the details for the type of record you are creating. Note that your original cursor position determines the type of new record you can create. For example, you cannot create a response record when your current position is a heading, and you cannot create a new category when your current position is within a list of responses.

   

  

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• Edit record details - Select the record to work with. Then click Edit and make your changes in the editing window. The fields available depend upon the type of record you selected.

   

  

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  • Headings - You can edit the name of the heading, and toggle the inactive flag. If you flag a heading as inactive, the associated categories and responses will not be available to patient folders.

     

    

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  • Categories - You can edit the name of your findings categories, and toggle the inactive flag as needed. In addition, you can specify how that category is used in patient folders, as described below.

     

    

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    • Single select / multi-select - Enable Single Selectto allow only one response from this category to be selected for a patient folder. Or, enable Multi-Select to allow multiple responses from this category to be selected for a patient.

    • Allow typed response - Choose whether you can create new responses and edit responses from this category as you select them for individual patients.

    • Include on insurance form - Choose whether the patient's responses to this category are imported into the Insurance details of the patient folder when you use the Get Data feature, to be included on insurance forms. (See "Patient Insurance Details" for details.)

    • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, include inactive records in your list of records, and change them back to Active if needed. See "Display active / inactive records", above, for details.

  • Responses - You can edit the name of your findings responses, the longer layman's description, which is often written in sentence format for word processing purposes, and toggle the inactive flag as needed.

     

    

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• Re-order records - You can re-order your headings, categories and responses by clicking the record you want to move, then clicking Move Up or Move Down to change its position within the section.

   

  

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• Save your changes - Click Exit to save the changes you have made.

Notice!

• Use findings in word processing documents - You can insert both the short and long descriptions of your patients' treatment findings into your mail merge documents, and print them in either list or paragraph form. See "Mail Merge Tool: Findings Variables" for details.

• System-wide settings - When you change a record in the Findings table, the description also changes in any associated patient folders.

• Print - Run the Treatment Category report to review the list of responses you have available for inputting into the Findings tab of your patient folders. The report includes all headings, categories, short responses, and long descriptions in your Treatment Findings editor.

• Set Up Treatment Tracking
  • Elastics Library Table
  • Phase Classifications Table
  • Phase Table
  • Start Origin Table
  • Treatment Chart / Plan Headers
  • Treatment Chart / Plan List Table
  • Treatment Chart / Plan Style Table
  • Treatment Findings Table
  • Tooth Numbering Data Tool
  • Tooth Bond Name Table
  • Tooth Elastics Table
  • Tooth Oral Cavity Areas Table
  • Tooth Surface Type Table

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