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Charting
Charting in Dentally, all you need to know!
Charting Overview
A quick overview of your Dentally chart tab
Charting OverviewAn overview of how to chart treatments, treatment history, BPE, upload Images and radiographs.
Charting Tools
Learn about all the tools at your disposal in Dentally...
How to reorder appointments and treatment itemsChanging the order of treatments and appointments within a treatment plan
How to edit treatment itemsEditing treatment items on your chart screen from settings. Adjusting the price and length of a treatment.
How to configure my chart view?Turning on/off a combined chart and how this affects the rows on your graphical chart.
How to turn on and configure the Hover ChartHow to enable/disable and configure my hover charting
How to upload images to a patient recordAdding patient images and x-rays to a patients record
How to record a baseline chartHow to record a base chart for adult, and mixed dentition
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 to add new treatment itemsHow to add new treatments and to your treatment list, a full breakdown of each treatment item setting.
Managing Treatment CategoriesHow to add, edit and reorder treatment categories
How to clone and rename my treatment planHow to clone a TX plan when offering multiple treatment options and how to rename a plan so it's distinguishable on the chart.
Multi-Surface Updating - Australia ๐ฆ๐บDentists can now opt in to allow easier multi-surface updating - Australia specific ๐ฆ๐บ
Clinical Notes
Personal or Practice? The choice is yours. Learn about both here
Add clinical notes to a closed treatment planHow to add or edit clinical notes to a closed course of treatment
New unsaved changes on chart promptWhy am I seeing a message about saving my clinical notes?
Personal Clinical Notes TemplatesHow to set up clinical notes templates for personal use by practitioners?
How to use the Clinical History side panelDiscover the new clinical history sidebar and how it works in Dentally
Practice Clinical Notes TemplatesHow to create, edit & use clinical note templates across your practice?
Clinical notes templates selection screenAs of June 2023, you will be able to access your new clinical notes templates screen for a smoother and more efficient experience
Treatment Planning
Treatment planning, estimates and region specific information
COVID-19 Assessment Treatment TemplateDownload and install the COVID-19 Treatment template
Sterilisation tracking codesProvides the practices with the ability to document sterilised instrument codes in a patient record - APAC Only
Completing Treatments: Practitioner Name ChangeCompleting treatments assigned to a different practitioner
Creating a Treatment Plan - New Zealand ๐ณ๐ฟHow to create a new treatment plan. Including how to add, edit and submit treatments and estimates. New Zealand-specific article ๐ณ๐ฟ
Creating a Treatment Plan - Australia ๐ฆ๐บHow to create a new Treatment Plan. Including adding, changing and submitting treatments. Australia-specific article ๐ฆ๐บ
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?
Deleting 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. Save time with charting.
Creating an EstimateLet's look at creating, printing and emailing estimates as well as how to add a zero value item to an 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.
Perio Charting
Information on BPE, BEWE and Periodontal examinations
BEWE ExaminationsHow to chart a BEWE examination
Charting a BPE in Australia๐ฆ๐บHow to chart a BPE. Australia-specific article ๐ฆ๐บ
Charting a BPEHow to chart a BPE
Charting a Perio exam - Periodontal chartingHow to record a perio exam, compare exams and record double digits. Record bleeding, suppuration & furcation as part of your perio charting.
Adjusting Perio Exam Settings
Adjusting Perio Exam View
Comparing Perio ExamsFind out how you can easily compare Perio exams.
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 searchLet's take a look at how you can navigate around your treatment list and how to add new treatments to your favourites.
DTX not launchingWhat to do if DTX is not launching.