Use the Style Editor to define which information you want to catalog as you create treatment chart and treatment plan records. You may create as many styles as you need to describe the information needed at all stages of a patient's treatment.
Create response lists - Use the List Editor to create pre-defined response lists. You can then assign the lists to columns of your treatment chart and treatment plan styles to make data entry convenient and consistent.See "Set Up Treatment Chart & Plan Lists" for details.
Treatment Chart or
Treatment Plan >
Style Editor.
(Note that the styles are different for your treatment chart and treatment plan: Be sure you open the Style Editor for the correct type of record.)
Choose style to work with - Your list of existing styles appears at the left. Click the style to work with. The details for that style appear at the bottom of the window.
Display active / inactive styles - You can choose whether to include inactive styles in your list. Show Inactive option
Create new style - Type a name for in the Create New Style section of the window and click Add
Copy a style - Click a style name, then click Copy to create a copy of a style, named New Style. You may then edit the details as needed.
Style details - Styles are made up of any number of columns, each containing a specific type of information. However, certain information is common to all columns across the style.
Name - Enter a name that distinguishes this style from all other styles.
Toggle inactive flag - Once created, you cannot delete a style. You can, however, enable the Inactive flag if you no longer need to use a style.
Treatment plan option - (Treatment plan styles only.) Enable this option to display the contents of this style on the patient's treatment chart as well as the treatment plan. Styles that do not have this option enabled will appear only in the treatment plan.
Add a new column - Click New Column to add a column to the end of the selected style.
Re-order columns - Click and drag a column to a new location in the style.
Remove a column - Trash Can at the bottom left of the window
Column details - You decide how each column looks, and how information will be entered into each column of the style. Click the column you want to work with, then change the properties as needed.
Column heading - Click in the column you want to change,
Colors & fonts - Click the column you want to work with, then change the color and font properties, and the emphasis options. As you make changes, the example will change to reflect your new settings.
Column type / assigned list - Each column in your style can require a different type of input. For example, you can type text into some column types, while others require that you select a response from a list or choose an appointment procedure.
The Text Only column type requires that you type (or copy & paste) text into the column. In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active,
The List Only column type requires that you select a response from an assigned list. You cannot edit the response. (See "Set Up Treatment Chart & Plan Lists" for details)
When the Text Search option
is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If
Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".
The List and Text column type provides for both selecting from an assigned list, and/or typing text. You can select multiple responses from the list by pressing the space bar between responses. You can edit the text of the list responses, as well as add additional text as needed.
In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active,
When the Text Search option
is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If
Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".
The Procedure List type requires that you select a single response from
Note that Text Search
The Drawing type pops a window onto your screen where you can create a free-hand drawing to include with the record. Once the record has been saved, you can right-click the field to display the drawing.
New plan style - Newly-created styles are not automatically imported into existing treatment plans. To use a new style, right-click in the plan, and select Add New Style. See "Add & Edit Treatment Plan Records" for details.
Tooth chart integration - The tooth chart / treatment chart integration provides a way for you to add narrative text to a patient's treatment chart as you edit a patient tooth chart. Simply add a new record to a patient's treatment chart, and place your cursor in a text or list and text column. Then enter data into the tooth chart. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.. Therefore, you may wish to include at least one column in a treatment chart style that anticipates tooth chart data. See "View & Edit Tooth Chart" for details.
Needs appointment integration - When a treatment chart style includes both a column that requires a response from a list that has the Next Appt Time
option enabled, and a column that requires a Procedure response, the information will automatically transfer to your Needs Appointment List.
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