Ready to explore charting!
Let's touch on some of the need to know topics when it comes to managing patient accounts from payments and refunds to invoices and more!
Each topic below will link you out to a main help centre guide for further details and images on the 'how to' processes 🎉
🦷 Personalising your chart screen
You can set up your chart screen to suit your own unique needs in to streamline your in-surgery workflows 🚀 From hover charting and condensed chart to chart locking and root views! Start customising here!
💡Top Tip: The 'Chart preferences' are a per user feature, meaning each practitioner can have their own unique charting set-up 🎉
🦷 Creating clinical note templates
Make your charting quicker and easier with your own personal or practice-level clinical note templates! Learn more here.
🦷 Using clinical note templates
Now you know how to create new clinical note templates, let's take a look at how you can search, filter and use your clinical note templates!
🦷 Setting up the customisable hover chart
The customisable hover chart offers you the ability to select your most commonly used treatment items.
These will appear when hovering over the teeth on the graphical chart for a quick and easy charting experience. Read more about setting up your hover chart here.
🦷 Why you should favourite treatment items
Marking your commonly used treatment items as favourites ⭐️ makes them easier to find and quicker to chart. Read more about favouriting treatment items here.
🦷 Using treatment categories
Organising the chart screen is great housekeeping. Ensuring you know where all your treatments are and how to easily access them is important for a great surgery experience. Read more about using and adding treatment categories here.