Custom procedures let you have your dentally visions set up in a way to suit your needs as a practitioner.
Step 1: Configure your treatment item
To be able to add specific treatment items to your custom procedures they must be configured first in your settings.
Navigate to 'Settings' > 'Treatment & Plans'
Select the imaging item you wish to add as a cloud imaging procedure from your list on the left.
In the 'Details' tab scroll down to the 'Cloud Imaging' section.
Ensure 'Treat is a cloud imaging procedure' is ticked.
Select from the dropdown the procedure category.
When it comes to creating your custom procedure in step 2, the treatments available for charting will depend on the imaging category of the custom procedure.
For example, If I am creating a radiograph custom procedure, only treatment items set up with the 'intraoral radiograph' category here will be available for selection to be charted.
Your default treatments created when Dentally Vision was enabled will already be set up for you but this will need to be set up for any practice specific treatment items you use.
Step 2: Create a custom procedure in Dentally Vision
💡 Top Tip - Set up your custom procedures against a test patient so they are ready ahead of time for your next appointment.
Navigate to a patient in Dentally, select or open a new treatment plan and click on 'Acquire images' at the top of the treatment plan section.
Under 'Imaging Procedures' on the left go to 'Custom' and click on 'Create Custom Procedure'.
Enter a 'Procedure Name' and a 'Code' - The Procedure code will change to lowercase once added.
Tick the 'Apply charges' tickbox if you want to charge for this image procedure as per the treatment item and plan fees.
At the bottom left of the screen choose the image type you'd like to add:
X-rays
Intraoral photographs
Extraoral photographs
Use the 'Add vertical' or 'Add horizontal' buttons across the bottom of the screen to add an image tile to your procedure. You can click and drag to arrange these however you want on the screen.
When you have a tile selected you can use the surrounding icons to further configure your procedure, the icon actions are as follows:
Aligning with other tiles
Switching orientation
Increase or Decrease the tile size by clicking and dragging the corner of the image.
Make sure you assign tooth numbers to each tile by using the 'Edit' icon
(This MUST be done before saving your procedure)
Other configuration options are:
The ability to mirror your exam by ticking the 'Mirrored Exam' box in the bottom right.
Set the order in which you acquire the images in your procedure by choseing the 'Set Order' button and selecting the images in the order that you wish to acquire them.
Once you are happy with all your settings, click 'Save' to move onto the next step.
Step 3: Set-up custom procedure treatments
In this step we will be adding the treatment items that we want the procedure to chart against the patients treatment plan when acquiring images using this new custom procedure..
Click on 'Add treatment'
Select the treatment item that should be charted when using this imaging procedure from the dropdown in the middle.
Chose the number of times you want the treatment item to be charted on the patients exam on the left.
You can add multiple treatments here if required.
📝 Please note: Only treatment items with the same imaging category can be added to a custom procedure eg. bitewings and periapicals.
Make sure you have followed step 1 first to ensure you see the correct items at this stage.
To complete the set up, click 'Save', you can favourite this procedure using the star icon so it shows up in the 'Favourites' tab under Imaging Procedures making it easier to find later on.
Step 4: Charting my custom procedure?
Go to your patient's 'Chart' tab and select 'Acquire Images'.
📝 Please note: To use custom procedures, you must acquire the images before you chart the treatment items.
If you have added your custom procedure to 'Favourites', then it will appear there. Alternatively, click on 'Custom' and select the procedure.
Select the acquisition method and click 'Proceed with Acquisition'.
The acquisition will proceed through all the images as per normal process
Once complete, all the images will show in the 'Image Navigator' on the left in Dentally Vision.
When you close Dentally Vision, you will see the pre-determined treatment items have been automatically added to the chart with the images linked for easy viewing.
Customer Procedure FAQ's
👉 How do I edit a custom procedure?
To edit the custom procedure in Dentally Vision go to 'Acquire images' for a test patient.
Navigate to the 'Custom' tab and select the custom procedure you wish to edit then click the pencil icon at the top next to the name of the procedure.
You can edit the following procedure details: Title, Code, Apply charges tickbox.
For the Placeholders you can edit:
Default tooth selection
Orientation
Horizontal alignment
Vertical alignment
🚨Important - You cannot delete or add a placeholder when editing an existing procedure.
The buttons across the bottom of the screen will perform the following actions:
Click 'Save' to save your changes and continue.
Click 'Delete' to delete the custom procedure.
Click 'Cancel' to undo any changes.
Once you've saved on the first step, you can edit the following for your treatment codes:
Which treatment(s) are automatically charted.
How many of each treatment(s) are produced.
Click 'Save' to complete the editing process.
👉 What are the permission level requirements?
Your permission level will determine what you can do with custom codes:
All users can create procedures
Level 2 users can edit and delete their own
Level 3 users can edit and delete any for their current site
Level 4 users can edit and delete all procedures in their practice.
Any custom procedures added to your location will be viewable and editable by all practitioners at that site.
👉 What is an imaging procedure category?
Each cloud imaging treatment falls into one of the following categories:
Intraoral Radiograph
Extraoral Radiograph
Photograph
Model
3D
The category can be edited from your settings by following step one of this guide. These categories are currently only relevant during the creation of custom procedures.
The default cloud imaging treatments created when Dentally Vision was enabled will have predefined categories. If you create new cloud imaging treatments, you must set a cloud imaging category to be able to add this to a procedure.
👉 How to filter my custom procedure list?
You can filter your procedures using the 'Filter Procedure By:' dropdown box. You can choose from three different categories of custom procedures to help make finding your desired exam easier.
Organisation: Every custom procedure created by any user across all practices in a multisite.
Location: Every custom procedure created by any user in your site. This is the default selection.
User: Every custom procedure that you personally have created.