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Charting

Charting in Dentally, all you need to know!

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Charting tools

Learn about all the charting tools at your disposal in Dentally...

How to configure your chart view for separate or condensed charting๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turning on/off a combined mixed dentition chart and how this affects the rows on your graphical chart.
How to enable and configure the hover chart๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to enable/disable and configure my hover charting
How to upload images to the 'Images' tab on the patients 'Chart'๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Adding/Importing patient images and x-rays to a patients record.
How to record a baseline chart๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to record a base chart for adult and mixed dentition
How to add new treatment items๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Add new treatments to your treatment list, a full breakdown of each treatment item setting
Managing Treatment Categories๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add, edit and reorder treatment categories
Multi-Surface Updating - Australia ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Dentists can now opt in to allow easier multi-surface updating
How to use age-based predictive dentition base charting๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - A look into what age-based predictive dentition is, why it's useful and how it works when base charting
How to control whether an item appears on an estimate/invoice๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Stop certain items from appearing on an invoice or estimate, or vice versa
How to generate an estimate/consent form for a patient๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Generating, printing and emailing estimates and consent forms
How to set up the chart for mixed dentition๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Configuring your chart preferences for recommended charting like condensed charting and mixed dentition
How to use the Clinical History side panel๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Discover the clinical history sidebar and how it works in Dentally
How to hide treatment and fees from estimate templates๐Ÿ‡จ๐Ÿ‡ฆCA only - Stop treatment and fees from appearing on patient estimates.

Clinical notes

Typing or Dictation - The choice is yours with our optimised clinical note workflow.

How to use clinical AI notes in Dentally๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise these against your own templates with ease ๐ŸŽ‰
What microphone should I use for clinical AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Microphones marked with tried and tested have been tested by our team and work well when using clinical AI notes.
Tips for speaking your notes when using clinical AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to talk to AI when using clinical AI notes
Clinical AI notes FAQs๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - This guide help answer the most common questions surrounding clinical ai notes in Dentally
How to edit clinical notes๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add or edit clinical notes against a completed treatment item.
How to restore your clinical notes๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What to do if you see a message about saving/restoring clinical notes
Personal Clinical Notes Templates๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up clinical notes templates for personal use by practitioners?
Practice Clinical Notes Templates๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create, edit & use clinical note templates across your practice
How to use clinical note templates๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use clinical notes templates instead of writing your notes from scratch after every appointment
How to add new clinical note templates๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How you can add your own clinical notes templates for use in your treatment planning
How to set up templates for clinical AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to structure and optimise your note templates to get the best results when using clinical AI notes and best practice guidanceโ€ฆ
How to copy and customise a note template๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง AU, CA, UK - This guide walks you through duplicating an existing note template and editing it.
How to turn on a practice template for clinical AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Enable shared note templates so all users in your practice can access the same templates consistent clinical ai notes.
How to set your accent settings for better voice recognition with AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Set your dialect in 'My Account' to improve AI accuracy when dictating clinical notes.
Clinical AI note generation is stuck in 'Pending' status๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - What to do if my note generation gets stuck as pending
How to turn on/off Clinical AI notes๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Turning on/off clinical AI notes for the entire practice
How to use the clinical note sidebar - closed beta users only๐Ÿšจ Closed beta - This guide is for use by practices in Dentally's closed beta for the new clinical notes experience in Dentally.

Treatment planning

Treatment planning, estimates and region specific information

Root charting

Information on getting started and utilising the root chart feature in Dentally

How to enable Root Charting๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turning on and off your root chart view during surgery
How items appear on the root chart๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How 'Fill Root' treatment items appear in the chart
Setting up a treatment item to work with Root Chart๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up a treatment item to fill the root when root charting.
How to chart Implants๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to configure the tooth status of a treatment item to successfully chart an implant.
How to use the Tooth Status options๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to configure the tooth status for a treatment item from the treatment item settings.
How to use socket selection๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use quick socket selection to update a tooth status to speed up base charting
How the Odontogram treatment lines work๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The odontogram chart reflects tooth statuses on the treatment lines

FAQs

Your charting FAQs

Can I chart on supernumerary teeth๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The best way to chart on a supernumerary tooth
Charting Tips in Dentally - Changing a treatment's charting icon๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change a treatment's charting icon.
How to move an appointment to another treatment plan๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how you can easily move appointments to a different plan.
How to print or email a treatment plan estimate or consent form๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how you can print and email a treatment plan estimate to your patient.
Charting Tips in Dentally - Charting a Treatment Across Multiple Teeth๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart a treatment across multiple teeth.
Where can I find my Charting Settings๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access your charting preference settings and configure these to your specific needs.
How to lock your chart to the screen๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Lock your chart to the screen & make sure it stays static and sticks to the top when scrolling
Charting Tips in Dentally - Charting a Filling Across Multiple Surfaces๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart a filling across multiple surfaces
Add a Telephone Assessment to Dentally๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how to set up a telephone assessment appointment in Dentally.
Charting Tips in Dentally - Delete a previously charted item๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to delete a previously charted treatment item
Charting Tips in Dentally - Final Tooth Treatments๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart final tooth treatments, reset tooth, tooth no longer present
Charting Tips in Dentally - Unerupted teeth now present๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Tips to make charting easier in Dentally - mark unerupted tooth as now present
How to favourite treatment items and navigate treatment search๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make sure you are confident with knowing your way around the 'Chart' screen.
DTX not launching๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - What to do if DTX is not launching.