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  1. Core Practice
  2. Clinical Notes & Treatments

Clinical Notes & Treatments

Learn how to manage charting, treatment plans, clinical notes, lab orders, treatment, and sterilisation workflows.

Treatment Plans

  • How to select planned treatments from a patient's Treatment file
  • How to link or unlink an appointment to a treatment plan visit
  • How to create Treatment Plan Templates (Save as Operation)
  • How to print a treatment plan
  • How to view treatment plan audit logs
  • How to send Treatment Plans to patients
See all 12 articles

Lab Orders

  • How to Update a Provider’s Lab Expense Commission
  • How to add a "one-time" availability
  • How to check available time slots in calendar
  • How to delete a one-time availability
  • How to publish your available slots online
  • How to setup the Lab Module
See all 11 articles

Treatment Items

  • How to add treatments
  • How to filter the patient treatment list
  • Advanced patient treatment edit
  • How to add treatments for multiple practitioners
  • How to enter treatments for a family
  • Treatment does not default to the correct provider

Clinical Notes

  • How to download treatment notes
  • How to copy an entire quick note collection
  • Quick Notes: Advanced treatment note templates
  • How to Customise Treatment Note Templates

Sterilisation

  • Add sterilisation tracking record to patient profile
  • Adding a device
  • How to create Sterilisation Cycle

Charting

  • How to chart mixed dentition
  • How to Use the Advanced Custom Charting
  • How to Use Patient Charting

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