Use the editing mode of your patients' tab to add your initial findings to the patient record, record the results of patient progress evaluations, and update findings as needed whenever a patient advances to a new phase of treatment.
Manage Start Origin Descriptions - Use the Start Origin table to create your list of reasons patients decided to start treatment at your office. The data is collected by phase on the Findings tab of the patient folder. You can optionally use a data tool to add standard Gaidge descriptions to this list. See "Set Up Start Origin Descriptions" for details.
How to Get Here
Patient Folder Findings tab > Tx. Findings or Patient Etc. > Tx. Phase > Edit. (You can alternately press Alt+E on your keyboard to open the editing window.) When editing treatment findings, be sure you select the appropriate treatment phase to work with before opening the editing window: Only phases that are currently or were previously assigned to the patient are available. Also note that you edit the start origin, treatment dates, and notes of your treatment findings without enabling editing mode. See "Patient Findings / Tooth Chart" for details.)
Change Viewing Size Click Size to toggle between large and small display of the responses. The large display is useful for entering data with a touchscreen.
Review Categories & Responses The left side of the editing window lists your headings and categories. You can expand and collapse individual heading folders as needed, or use the Collapse and Expand buttons to show / hide all categories. After you select a category, the available responses appear in the center panel, with the patient's currently selected response(s) selected. (See "Set Up Treatment Findings Categories & Responses" for details about creating your treatment categories and response lists.)
Select / Deselect Responses Click an available response to select it for the patient. Certain treatment categories (set up in your Findings table) allow you to select multiple responses, while other categories allow only one response per patient. Responses that are preceded by a square allow multiple responses: Responses that are preceded by a circle allow only one response.
Create a Custom Response(Available only if the Findings table allows it for the selected category.) If the listed responses do not fit this patient, you can use the New button, type a unique answer in the box, then click Save to add that response to the patient's findings. You then choose "yes" to the copy to layman's description prompt to copy your text to the layman's response. Or choose "no" to the copy prompt, and enter another
(perhaps longer) response for the layman's response for this patient. Custom responses are not available to any other patient.
Edit a Response(Available only if the Findings table allows it for the selected category.) Select the response you want to edit. Make your changes in the text box, then click Save. You can then choose "yes" to the copy to layman's description prompt, and overwrite any existing layman's response with your changes. Or, choose "no" to the copy prompt, and edit the existing lay response as needed. Edited responses are unique to this patient.
Remove All Responses To clear all of the patient's answers for a specific category, click the category name, then click Unselect.
Change Phase (Use sparingly!) On rare occasions, you may need to click
Change Phase to transfer
the findings responses from the current phase to a
new phase. You also have the opportunity to copy the treatment dates and notes. The new phase you select cannot have any information assigned to it. When
you change the phase, all findings information, and all notes for the
original phase are MOVED to your
newly selected phase, and ERASED
from the original phase. The Patient Etc. data type is not affected.
Save Click Ok on the right side of the editing window to save any changes you have made, or click Cancel to ignore your changes.
More Information
Edit Tooth Chart - The tooth chart appears on the Findings editing window and the Treatment Chart window. You
may review
and edit the patient's tooth chart
records from either location. See "View & Edit Tooth Chart" for details.
Import Findings Into Treatment plan - The data you enter into the Findings tab of the patient folder can be imported directly into the treatment plan. See "Add Findings to Treatment Plan" for details.
Copy Findings to New Phase - When you update the Phase on the Patient tab of the patient folder, you have the opportunity to copy the current treatment findings, and optionally treatment dates and notes, to the new phase. See "Patient Tab" for details.
Findings tab > Tx. Findings or Patient Etc. > Tx. Phase > Edit. (You can alternately press Alt+E on your keyboard to open the editing window.) When editing treatment findings, be sure you select the appropriate treatment phase to work with before opening the editing window: Only phases that are currently or were previously assigned to the patient are available. Also note that you edit the start origin, treatment dates, and notes of your treatment findings without enabling editing mode. See "Patient Findings / Tooth Chart" for details.)
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