Patient Treatment Findings

View a patient's current and prior Treatment Findings, treatment dates, and optionally the Tooth Chart data from the patient folder Findings tab.

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Open Treatment Findings Page

Select Tx Findings at the top of the window to view and work with your patients' medical, orthodontic, and dental findings.

Treatment Phase - Your patients' findings are stored by treatment phase to more accurately track treatment progress. Click the View Phase field to select the phase to work with. Only phases that have been previously assigned to the patient are available to you. An asterisk (i.e. *Phase I ) indicates treatment phases that contain responses. In addition, the Findings tab at the top of the window will indicate (Y) if the patient's current phase has findings responses already entered, or (N) if no responses exist yet for this phase.

Start Origin - The Start Origin is the reason or origin of the patient's decision to start this phase of treatment. You can apply the start origin when you first create the contract for this phase of treatment, or change it here as needed. (See "Start Origin Descriptions" for details about managing your list of responses.)

Treatment Dates - Each phase of treatment includes a treatment start date, number of expected treatment months, expected appliance removal date, and finally the actual appliance removal date. The dates appear on the Findings and Insurance tabs of the patient folder, and in the patient contract. When you change treatment dates from either the Findings tab or the contract, they are updated in both places. Conversely, the treatment dates that appear on the Insurance tab of the patient folder are not linked to these fields, and must be updated separately.

Findings Details - The patient's findings for the selected treatment phase appear at the right of the window. You can expand and collapse the categories to view the details. To add or edit findings, first click the Edit button at the bottom of the window. See "Add/ Edit Patient Findings" for details.

Patient Etc. Information

Online Form Data

Tooth Chart

More Information

Work with Treatment Findings - Your ViewPoint system includes several reports and tools to help you manage your patient findings.

Import Findings Into Treatment Chart / 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 a patient's treatment phase from the Patient tab of the patient folder, you have the opportunity to copy the previous findings, as well as the findings notes, start origin, start date, expected appliance removal date, and actual appliance removal date, to the new treatment phase on the Findings page of the patient folder.

Track Overtime Treatment - Run the Past Completion report to obtain details about the Past Completion totals on your Practice Statistical Analysis report. The report searches the Findings tab of your patient folders, and includes all treatment phases that have an expected appliance removal date less than or equal to the date you specify, and that do not have an actual appliance removal date. See "Past Completion Report" for details.

Print Available Responses - 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 Findings table.See "Treatment Category Report" for details.

Print Current Patient Findings - Run the Patient Findings report to obtain the data you have recorded on the Findings tab of the patient folder for the patient's current treatment phase. You can generate the report for an individual patient or a subgroup, and select which findings to include. See "Patient Findings Report" for details.

Add Findings to Mail Merge Documents - You can insert both the short and long descriptions of your patients' treatment findings and patient etc. information from the Findings page of the patient folder into your mail merge documents, and print them in either list or paragraph form. See "Mail Merge Findings Variables" for details.

Add Findings to Insurance Forms - You can import selected patient findings for the current treatment phase into the Insurance page of the patient folder, to be included on insurance forms. See "Patient Insurance Details" for details.

Treatments Filmstrips and Patient Findings – You can create Edge Animations filmstrips for specific patient findings that will automatically appear in a patient's Edge Animations list. For example, you might create a filmstrip containing videos you’d like to present to a patient with Class II, division 2 crowding. Once you have everything the way you want it, save that filmstrip to your Treatments tab. The filmstrip name must match your patient findings description EXACTLY. Then, when you launch Edge Animations for a patient with Class II, division 2 classification, and click the Patient tab, your Class II division 2 filmstrip will appear under the Findings heading. Clicking that finding will load the saved Treatments filmstrip.