The treatment chart located on the patient's record under the 'Chart' tab is where you can add a patient's current base chart and plan future treatment to name just the basics!

You can use the toggles in the top left of the chart screen to switch between deciduous and permanent teeth or a mixed view of both.

Key to understand which each toggle will show:

These options will appear slightly different if using the Separate (4 rows) chart display configured via your chart preferences.

The Chart settings is where you can access the tools that will help you take your charting experience to the next level!

They can be accessed from either the drop-down icon next to your dentition, or a full view can be accessed from the 'Chart settings' ⚙️ icon.

The settings allow you to configure features such as:

Find out more about enabling and configuring your various chart options in our dedicated guide here.

There are multiple ways to view treatment history from your chart screen, ensuring you can find a way that suits you best!

Hovering your mouse over a specific tooth will show you the history of that single tooth in a tooltip on the screen. Great for quickly viewing a single tooth's history!

You can navigate to the 'History' tab in the lower right of the chart, which will bring up the patient's entire clinical history.

This list can be filtered, exported, expanded and searched through as needed.

Each treatment line will have a 'TP: ****' button to the left; this not only lets you know which items are part of what treatment plans, but when clicked, this will take you to view the treatment plan that the treatment item was initially recorded on.
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The clinical sidebar allows you to keep the patient's history on screen when navigating through out the patient's record.

Read more about the clinical side panel in our dedicated help article here.

Your treatment list is located on the left of the chart screen, all treatment items will appear here. The treatment list can filtered and sorted through in multiple ways, such as:

You can even use the drop-down options menu to set your preferences when it comes to searching and sorting through your treatments.

To explore more about treatment plan templates, visit our dedicated guide here.

Each open treatment plan has its own tab on the patient's chart, and completed/past treatment plans can be found in the History tab.

Creating new plans is done from the '+' icon, you can then use the plan settings from the drop down arrow on the treatment plan tab or from the bottom left to do things such as add appointments, reorder treatments or rename your plan.

Charging, completing and submitting treatment can be done from the bottom right of each plan.

The 'Base Chart' tab on the right of the chart puts you into base chart mode, essentially allowing you to edit the patient's base dentition using the treatment list on the left of the chart. However the recommended way for documenting tooth status is by using the socket selection menu.

Find out more about recording the base chart in our dedicated help article here.

Although not widely used in Canada, The 'BPE' tab will show the patient's entire basic perio exam history and is also where new BPE's can be created for the patient.

You can read more about recording a BPE chart in our BPE help article.

The 'Images' tab allows you to upload x-rays or images taken and save them against the patient's record. Previously uploaded images will be displayed in this tab and can be viewed, downloaded, edited, archived or deleted using the options on the screen.

The number next to the Images tab reflects only the count of images in the Clinical Images tab, not the archived ones! Discover more about uploading digital X-Rays, images or photographs here.

The 'Cloud Gallery' works alongside Dentally Vision and will store all of your images taken through Vision directly into the cloud! This is where you can view and download images.

Using Dentally Vision? Read more about the Cloud Gallery here.