How do I access a patient's treatment/clinical history?
In the 'Chart' screen of the patient record, navigate to the 'History' tab.
How do I export the patient's treatment history?
In the treatment history, you will see the 'Export as PDF' option if you are permission level 3 or above. When patients want to move to another practice, they may wish to take their treatment history with them - click this button to generate a full treatment history which you can give to them.
The button also has a dropdown allowing you to specify the level of detail required:
Standard: The full treatment history with all details, including notes, pricing and payment plan/fee schedule (the same as if you just click the button).
Concise: The treatment description, the teeth it applies to, the practitioner and the date it was charted/completed, excluding clinical notes, pricing and payment plan/fee schedule - written in a more concise table format.
Concise with notes - The same as 'Concise' but with notes included.
Items are displayed in chronological order based on when they were charted. If you require the items to be presented on the export in completion date order (with incomplete items listed together at the end), go to the tab with the exported file in your browser, and add the following code can be added to the end of the URL: &sort_by=completed_at
📝 Please note: You may see a practitioner named 'System practitioner' appear in the audit trail. This is a system user that Dentally uses to perform the age-based predictive dentition on new patients.