
Charting
Charting in Dentally, all you need to know!
Charting tools
Learn about all the charting tools at your disposal in Dentally...
How to reorder appointments and treatment items๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Changing the order of treatments and appointments within a treatment plan
How to edit treatment items and their prices๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Edit treatment items on your chart screen from your settings, and lock the price
How to configure your chart view for separate or condensed charting๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 chart๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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'๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Adding/Importing patient images and x-rays to a patients record.
How to record a baseline chart๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to record a base chart for adult and mixed dentition
How to add new treatment items๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Add new treatments to your treatment list, a full breakdown of each treatment item setting
Managing Treatment Categories๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to add, edit and reorder treatment categories
How to clone and rename a treatment plan๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Clone a treatment plan when offering multiple treatment options, and rename a plan so it's distinguishable
Multi-Surface Updating - Australia ๐ฆ๐บ๐ฆ๐บ AU only - Dentists can now opt in to allow easier multi-surface updating
How to use age-based predictive dentition base charting๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 set up the chart for mixed dentition๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Configuring your chart preferences for recommended charting like condensed charting and mixed dentition
Clinical notes
Personal or Practice? The choice is yours. Learn about both here
How to edit clinical notes๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to add or edit clinical notes against a completed treatment item.
How to restore your clinical notes๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What to do if you see a message about saving/restoring clinical notes
Personal Clinical Notes Templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to set up clinical notes templates for personal use by practitioners?
How to use the Clinical History side panel๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Discover the clinical history sidebar and how it works in Dentally
Practice Clinical Notes Templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to create, edit & use clinical note templates across your practice
How to record labs ๐จ๐ฆ๐จ๐ฆ CA only - How to create a lab against a treatment item in Dentally
How to use clinical note templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How you can add your own clinical notes templates for use in your treatment planning
How to use clinical AI notes in Dentally๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise these against your own templates with ease ๐
What microphone should I use for clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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.
Clinical AI notes FAQs๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - This guide help answer the most common questions surrounding clinical ai notes in Dentally
How to set up templates for clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 guidanceโฆ
How to copy and customise a note template๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง 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 notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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' status๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - What to do if my note generation gets stuck as pending
Tips for speaking your notes when using clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to talk to AI when using clinical AI notes
How to turn on/off Clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Turning on/off clinical AI notes for the entire practice
Treatment planning
Treatment planning, estimates and region specific information
How to complete a treatment plan๐ฆ๐บ๐ณ๐ฟ๐ฌ๐ง๐ฎ๐ช APAC, UK, ROI - Completing a treatment plan, from start to finish
Sterilisation tracking codes๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ APAC/CA only - Provides practices with the ability to document sterilised instrument codes in a patient record
How to edit charged treatment๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Wrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below ๐
How to reopen a treatment plan๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to reopen a previously completed treatment plan
How to control whether an item appears on an estimate/invoice๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Stop certain items from appearing on an invoice or estimate, or vice versa
Completing treatment assigned to another practitioner๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Completing treatments assigned to a different practitioner
How to use treatment plan templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Use treatment plans and dental charting templates, chart multiple treatments with a single click
How to delete a treatment plan๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to delete a treatment plan
How to create custom fields in treatment items๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Creating custom fields to populate treatment items with pre-existing information
How to generate an estimate/consent form for a patient๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Generating, printing and emailing estimates and consent forms
How to add a treatment to a treatment plan in Canada ๐จ๐ฆ๐จ๐ฆ CA only - Adding treatment codes to a treatment plan in Canada, and understanding Dentally's "smart" code-swapping mechanism.
How to edit an existing treatment plan in Canada ๐จ๐ฆ๐จ๐ฆ CA only - Updating and amending existing treatment plans and treatment plan settings
How to complete treatments and treatment plans - CA only ๐จ๐ฆ๐จ๐ฆ CA only - Marking individual treatments and whole treatment plans as complete once work has been carried out
How to set up treatment plan templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Create personal or shared treatment plan templates
How your treatments are saved๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How we ensure your treatment plans and notes are safe and secure when running a busy dental practice
How to set the booking interval for an unbooked appointment๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Setting a booking interval on an unbooked appointment, so admin staff know when to book.
How to add appointments to a treatment plan๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How practitioners add appointments to a treatment plan, for receptionists to book in later
How to confirm an unbooked appointment is ready for booking๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Let the admin team know an appointment has all the necessary details and is ready to be booked.
Perio charting
Information on BPE, BEWE and Periodontal examinations
BEWE Examinations๐ฌ๐ง๐จ๐ฆ UK/CA only - How to chart a BEWE examination
How to chart a BPE - AU only ๐ฆ๐บ๐ฆ๐บ AU only - How to chart a BPE
Charting a BPE๐ฌ๐ง๐จ๐ฆ UK/CA only - How to chart, update, and remove a BPE/BEWE examination
BEWE Examination in Australia ๐ฆ๐บ๐ฆ๐บ AU only - How to chart a BEWE Examination
Charting a Perio exam - Periodontal charting๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Record a perio exam, compare exams and record double digits.
How to configure your perio exam settings๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to edit the workflow order when filling out a perio exam
Adjusting Perio Exam View๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA -
Comparing Perio Exams๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Find out how you can easily compare Perio exams.
Root charting
Information on getting started and utilising the root chart feature in Dentally
How to enable Root Charting๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Turning on and off your root chart view during surgery
How items appear on the root chart๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How 'Fill Root' treatment items appear in the chart
Setting up a treatment item to work with Root Chart๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to set up a treatment item to fill the root when root charting.
How to chart Implants๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 options๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to configure the tooth status for a treatment item from the treatment item settings.
How to use socket selection๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 work๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - The odontogram chart reflects tooth statuses on the treatment lines
Imaging
From x-ray assistance to the Dentally Bridge
How to move images between patients๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช๐จ๐ฆ AU, UK, ROI, CA - Let's delve into the correct process for moving images from one patient to another
How to Archive, Restore, and Delete Images๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช๐จ๐ฆ AU, UK, ROI, CA - You can manage your images directly from the Images tab in the patients Chart screen.
FAQs
Your charting FAQs
Can I chart on supernumerary teeth๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - The best way to chart on a supernumerary tooth
Charting Tips in Dentally - Changing a treatment's charting icon๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to change a treatment's charting icon.
How to move an appointment to another treatment plan๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 form๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 Teeth๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to chart a treatment across multiple teeth.
Where can I find my Charting Settings๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 screen๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 Surfaces๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to chart a filling across multiple surfaces
Add a Telephone Assessment to Dentally๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 item๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to delete a previously charted treatment item
Charting Tips in Dentally - Final Tooth Treatments๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to chart final tooth treatments, reset tooth, tooth no longer present
Charting Tips in Dentally - Unerupted teeth now present๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ 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 search๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Make sure you are confident with knowing your way around the 'Chart' screen.
DTX not launching๐จ๐ฆ๐ฎ๐ช๐ฆ๐บ๐ฌ๐ง CA, ROI, AU, UK - What to do if DTX is not launching.
