Treatment Chart & Plan Style Editor

Use the Style Editor to set up the columns of information you want to include when you create a patient treatment chart or plan record. You may create as many styles as needed, so that you only need to record certain types of information during certain phases or stages of a patient's treatment.

Get Started

1. Open the Style Editor - From the ViewPoint toolbar, open either the Treatment Chart or Treatment Plan for a patient, depending on the type of styles you want to work with. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with. From the resulting toolbar, choose the Style Editor.

   The styles are different for your treatment chart and treatment plan: Be sure you open the editor for the type of styles you want to work with.

   

2. Choose a Style to Work With - You can choose to work with an existing style, copy a style to work with, or create a new style from scratch. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Select Existing Record - Your list of existing records appears at the left. Scroll through the list, and click the record to work with. Then review and edit the details. If not all your records appear in the list, you can enable the Show Inactive option to see them.

   

   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.

   

   Create a New Description - Click New. Then enter the details for the new record.

   

3. Edit Style Name and Status - The top portion of the style details includes the style name and active / inactive status. Be sure you name you styles to they are easily distinguishable from one another. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed. If you are working with a Treatment Plan style, you can enable the Treatment Plan option to display the contents of this style on the patient's Treatment Chart page as well as the Treatment Plan page. Styles that do not have this option enabled will appear only on the Treatment Plan page.

   

4. Add, Edit, and Delete Style Columns - A sample of the style you are working on appears on your screen, along with the fields you use to add and remove columns, and define the properties of each column of your style. You can control the way information can be entered into a column, integrate columns with your tooth chart, needs appointment list, and patient rewards system, and use color and other properties to emphasize certain columns.

   Add a New column - Click New Column to add a column. The column appears at the end of the style. However, you can easily rearrange columns by clicking and dragging them.

   

   Re-Order columns - Simply click and drag to arrange your columns in new locations.

   Column Properties - Click the column you want to work with, then change the property fields as needed. The properties determine how the column looks, and how information will be entered into the column when the style is applied to a patient's treatment chart or plan record

   

   Colors & Fonts - You can change the background color, font, and text emphasis (Bold, Italics, Underline) for the currently selected column. As you make changes, the sample style will change to reflect your new settings.

   Width - Adjust the width of your columns by dragging the column boundaries in the sample style. Or, enter a number in the Width field to set the column to a specific size.

   Allow Subgrouping - Enable this option to allow the subgroup field "Tx Chart" or "Tx Plan" to search the results from this column of a patient's Treatment Chart or Treatment Plan record during a subgrouping job. If this option is disabled, subgrouping will ignore this column.

   Synched Column - (Not currently active.) This option, not yet available, will provide an opportunity to sync treatment chart / plan data with online patient folder data.

   Column Type / List - The way you enter data into a treatment chart or treatment plan column depends on the input method you select in the Column Type field of the Style editor. The input methods include typing text into a column, requiring a response from a list, allowing a combination of typing / selecting from a list, creating a free-hand drawing, and choosing a response from your procedure list. Specific column types are required for integrating treatment chart / treatment plan records with your Needs Appointment list, tooth chart data, Patient Rewards, and treatment findings data.

   Text Only - This column type requires that you type (or copy & paste) text into the column. In addition, you can use text only columns to import patient findings and tooth chart data into treatment chart records.

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details.

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, press F2 on your keyboard to import selected findings into that field. See "Add Findings to Treatment Plan" for details.

   List Only - This column type requires that you select a response from an assigned list. You cannot edit the response. (See "Treatment Chart & Plan Lists" for details about list options.) In addition, you can associate list responses with Patient Rewards.

   Search Options - 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 this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want. In addition, you may press the F4 key on your keyboard to toggle whether or not you can see the list.

   Patient Rewards - 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".

   List and Text - This 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, you may press the F4 key on your keyboard to toggle whether or not you can see the list. (See "Treatment Chart & Plan Lists" for details about list options.) In addition, you can use List and Text columns to import patient findings and tooth chart data into treatment chart records.

   Search Options - 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 this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want. In addition, you may press the F4 key on your keyboard to toggle whether or not you can see the list.

   Patient Rewards - 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".

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details.

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, press F2 on your keyboard to import selected findings into that field. See "Add Findings to Treatment Plan" for details.

   Procedure List - This column type requires that you select a single response from your appointment procedures list. A Procedure List column is required for integrating the treatment chart with your Needs Appointment list.

   Search Options - The Text Search option is automatically enabled for Procedure List columns. Therefore, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. You can then press the Tab key to enter that response into the column.

   Needs Appointment Integration - When a treatment chart style includes both a column that requires a List response from a list that has the Next Appt Time option enabled, and a column that requires a Procedure List response, the information will automatically transfer to your Needs Appointment List. (See "Needs Appointment List" for details.)

   Drawing - This column 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.

   Remove a Column - Click and drag the column you want to remove to the Trash Can at the bottom left of the window.

   

5. Save Your Changes - Click Save to save the changes you have made and close the editing window.

6. Add Style to Treatment Plans - Newly-created styles are not automatically imported into existing treatment plans. To use a new style, right-click anywhere in a patient's Treatment Plan page, select Add New Style and choose your new style. See "Add Treatment Plan Records" for details.

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