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Charting

Charting in Dentally, all you need to know!

Treatment planning

Treatment planning, estimates and region specific information

COVID-19 Assessment Treatment TemplateDownload and install the COVID-19 Treatment template
How to complete a treatment planIt may seem like a simple query but if you've never done it before it can be nerve-wracking, so let's make sure you get it right!
Sterilisation tracking codesProvides the practices with the ability to document sterilised instrument codes in a patient record - APAC Only
How to edit charged treatmentWrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below 👇
How to reopen a treatment plan?Let's take a look at how to reopen a previously completed treatment plan.
How to control whether an item appears on an estimate/invoiceHow to stop certain items from appearing on an invoice or estimate, or vice versa how to make a zero value item appear
Completing Treatments: Practitioner Name ChangeCompleting treatments assigned to a different practitioner
Creating a Treatment Plan - New Zealand 🇳🇿How to create a new treatment plan. Including how to add, edit and submit treatments and estimates. New Zealand-specific article 🇳🇿
Creating a Treatment Plan - AU only 🇦🇺How to create a new Treatment Plan. Including adding, changing and submitting treatments. Australia-specific article 🇦🇺
How to use treatment plan templatesHow to use treatment plans and dental charting templates? How to chart multiple treatments and appointments with a single click?
How to delete a treatment planHow to delete a Treatment Plan
Creating a Treatment PlanHow to create a new Treatment Plan, add new treatments, change treatments, add appointments, create estimates, submit & complete
Creating custom fields in Treatment ItemsCreating custom fields to populate treatment items with pre-existing information so you can save time whem charting.
How to generate an estimate/consent form for a patientLet's look at generating, printing and emailing estimates and consent forms as well as how to add a zero value item onto your estimate.
Treatment Planning User Interface Updates - Oct 2023These changes came into effect as of Oct 2023 and were the first phase in a series of changes to enhance the Dentally Charting experience.
How to add a treatment to a treatment plan in Canada 🇨🇦Adding treatment codes to a treatment plan in Canada, and understanding Dentally's "smart" code-swapping mechanism.
How to create a treatment plan in Canada 🇨🇦Creating a new treatment plan, for Canadian Dentally users only 🇨🇦
How to edit an existing treatment plan in Canada 🇨🇦Updating and amending existing treatment plans and treatment plan settings - CA only 🇨🇦
How to complete treatments and treatment plans - CA only 🇨🇦Marking individual treatments and whole treatment plans as complete once work has been carried out - CA only 🇨🇦
How to use Health Fund estimates - AU Only 🇦🇺How to process and submit a Health Fund Estimate - APAC
How to set up treatment plan templatesLearn how to create personal or shared Treatment Plan Templates, why you should use them and how to remove them.
How does Dentally save my treatment and notes?We have introduced some new saving methods to ensure your treatment plans and notes are safe and secure when running a busy dental practice.
FAQs

Your charting FAQs

Can I chart on supernumerary teethThe best way to chart on a supernumerary tooth
Charting Tips in Dentally - Changing a treatment's charting iconHow to change a treatment's charting icon.
How to move an appointment to another treatment planLet'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 formLet'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 TeethHow to chart a treatment across multiple teeth.
Where can I find my Charting SettingsHow to access your charting preference settings and configure these to your specific needs.
How to lock my chart to the screen?How to lock your chart to the screen & make sure it stays static and sticks to the top when scrolling through the chart.
Charting Tips in Dentally - Charting a Filling Across Multiple SurfacesHow to chart a filling across multiple surfaces
Add a Telephone Assessment to DentallyLets take a look at how to set up a telephone assessment appointment in Dentally.
Charting Tips in Dentally - Delete a previously charted itemHow to delete a previously charted treatment item
Charting Tips in Dentally - Final Tooth TreatmentsHow to chart final tooth treatments, reset tooth, tooth no longer present
Charting Tips in Dentally - Unerupted teeth now presentTips to make charting easier in Dentally - mark unerupted tooth as now present
How to favourite treatment items and navigate treatment searchMake sure you are confident with knowing your way around the 'Chart' screen.
DTX not launchingWhat to do if DTX is not launching.