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Charting
Charting in Dentally, all you need to know!
Charting overview
A quick overview of your Dentally chart tab
Charting Overview🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - An overview of how to chart treatments, treatment history, BPE, upload Images and radiographs.
Charting tools
Learn about all the charting tools at your disposal in Dentally...
How to reorder appointments and treatment items🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Changing the order of treatments and appointments within a treatment plan
How to edit treatment items🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Edit treatment items on your chart screen from settings. Adjusting the price and length of a treatment.
How to configure my chart view🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - Turning on/off a combined chart and how this affects the rows on your graphical chart.
How to turn on and configure the Hover Chart🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to enable/disable and configure my hover charting
How to upload images to a patient record🇮🇪🇨🇦🇦🇺🇬🇧 ROI, CA, AU, UK - Adding patient images and x-rays to a patients record
How to record a baseline chart🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to record a base chart for adult, and mixed dentition
How to add new treatment items🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Add new treatments and to your treatment list, a full breakdown of each treatment item setting.
Managing Treatment Categories🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - How to add, edit and reorder treatment categories
How to clone and rename my treatment plan🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Clone a TX plan when offering multiple treatment options, rename a plan so it's distinguishable
Multi-Surface Updating - Australia 🇦🇺🇦🇺 AU only - Dentists can now opt in to allow easier multi-surface updating
Clinical notes
Personal or Practice? The choice is yours. Learn about both here
How to edit clinical notes🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to add or edit clinical notes against a completed treatment item.
How to restore my clinical notes🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Why am I seeing a message about saving/restoring my clinical notes
Personal Clinical Notes Templates🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - How to set up clinical notes templates for personal use by practitioners?
How to use the Clinical History side panel🇮🇪🇨🇦🇦🇺🇬🇧 ROI, CA, AU, UK - Discover the new clinical history sidebar and how it works in Dentally
Practice Clinical Notes Templates🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to create, edit & use clinical note templates across your practice?
How to record labs 🇨🇦🇨🇦 CA only - How to create a lab against a treatment item in Dentally
Using clinical note templates in Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to use clinical notes templates instead of writing your notes from scratch after every appointment
How to add new clinical note templates🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - How you can add your own clinical notes templates for use in your treatment planning.
Clinical notes templates selection screen🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - As of June 2023, you will be able to access your new clinical notes templates screen
Treatment planning
Treatment planning, estimates and region specific information
COVID-19 Assessment Treatment Template🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Download and install the COVID-19 Treatment template
How to complete a treatment plan🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - From start to finish
Sterilisation tracking codes🇦🇺 AU only - Provides the practices with the ability to document sterilised instrument codes in a patient record
How to edit charged treatment🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROIWrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below 👇
How to reopen a treatment plan?🇮🇪🇨🇦🇦🇺🇬🇧 ROI, CA, AU, UK - Let's take a look at how to reopen a previously completed treatment plan.
How to control whether an item appears on an estimate/invoice🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Stop certain items from appearing on an invoice or estimate, or vice versa
Completing Treatments: Practitioner Name Change🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Completing treatments assigned to a different practitioner
Creating a Treatment Plan - AU only 🇦🇺🇦🇺 AU only - How to create a new Treatment Plan. Including adding, changing and submitting treatments
How to use treatment plan templates🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - Use treatment plans and dental charting templates, chart multiple treatments with a single click
How to delete a treatment plan🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to delete a Treatment Plan
Creating a Treatment Plan🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Start to finish
Creating custom fields in Treatment Items🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Creating custom fields to populate treatment items with pre-existing information
How to generate an estimate/consent form for a patient🇮🇪🇨🇦🇦🇺🇬🇧 ROI, CA, AU, UK - Generating, printing and emailing estimates and consent forms
Treatment Planning User Interface Updates - Oct 2023🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - These changes came into effect as of Oct 2023 and were the first phase in a series of changes
How to add a treatment to a treatment plan in Canada 🇨🇦🇨🇦 CA only - 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 🇨🇦🇨🇦 CA only - Creating a new treatment plan
How to edit an existing treatment plan in Canada 🇨🇦🇨🇦 CA only - Updating and amending existing treatment plans and treatment plan settings
How to complete treatments and treatment plans - CA only 🇨🇦🇨🇦 CA only - Marking individual treatments and whole treatment plans as complete once work has been carried out
How to use Health Fund estimates - AU Only 🇦🇺🇦🇺 AU only - How to process and submit a Health Fund Estimate
How to set up treatment plan templates🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - 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.
Perio charting
Information on BPE, BEWE and Periodontal examinations
BEWE Examinations🇬🇧🇨🇦 UK/CA only - How to chart a BEWE examination
How to chart a BPE - AU only 🇦🇺🇦🇺 AU only - How to chart a BPE
Charting a BPE🇬🇧🇦🇺 UK/AU only - How to chart, update, and remove a BPE/BEWE examination
BEWE Examination in Australia 🇦🇺🇦🇺 AU only - How to chart a BEWE Examination
Charting a Perio exam - Periodontal charting🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Record a perio exam, compare exams and record double digits.
How to configure my perio exam settings🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - How to edit the workflow order when filling out a perio exam.
Adjusting Perio Exam View🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI
Comparing Perio Exams🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - 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 Charting🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Turning on and off your root chart view during surgery.
How will items appear on the root chart🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI
Setting up a treatment item to work with Root Chart🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, ROI, UK - How to set up a treatment item to fill the root when root charting.
How to chart Implants🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - How to configure the tooth status of a treatment item to successfully chart an implant.
How to use the Tooth Status options🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to configure the tooth status for a treatment item from the treatment item settings.
How to use socket selection🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - How to use quick socket selection to update a tooth status to speed up base charting.
How the Odontogram treatment lines work🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, ROI, UK - The odontogram chart reflects tooth statuses on the treatment lines
FAQs
Your charting FAQs
Can I chart on supernumerary teeth🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - The best way to chart on a supernumerary tooth
Charting Tips in Dentally - Changing a treatment's charting icon🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to change a treatment's charting icon.
How to move an appointment to another treatment plan🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - 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 form🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, ROI, UK - 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 Teeth🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - How to chart a treatment across multiple teeth.
Where can I find my Charting Settings🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to access your charting preference settings and configure these to your specific needs.
How to lock my chart to the screen?🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - 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 Surfaces🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, ROI, UK - How to chart a filling across multiple surfaces
Add a Telephone Assessment to Dentally🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - Let's take a look at how to set up a telephone assessment appointment in Dentally.
Charting Tips in Dentally - Delete a previously charted item🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to delete a previously charted treatment item
Charting Tips in Dentally - Final Tooth Treatments🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - How to chart final tooth treatments, reset tooth, tooth no longer present
Charting Tips in Dentally - Unerupted teeth now present🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - Tips to make charting easier in Dentally - mark unerupted tooth as now present
How to favourite treatment items and navigate treatment search🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, ROI, UK - Make sure you are confident with knowing your way around the 'Chart' screen.
DTX not launching🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - What to do if DTX is not launching.