Multiple Treatment/Service Items

EXACT gives you the ability to chart multiple items at once, such as several adjacent extractions or implants when fitting appliances, or the charting of multiple different treatment items if you do your charting after the patient has left the surgery or at the end of the day. Charting is performed by selecting a tooth on the chart and highlighting a service, or vice-versa. To chart items such as bridges that span multiple teeth, you choose the appropriate service code, then click on the first tooth to be selected. Hold down the mouse button, and drag the rectangle that is displayed on the chart over the teeth you wish to include. All teeth that the rectangle passes over will be highlighted when you release the mouse button.

Alternatively, you can double-click on a service, to display a window:

Tooth selection for a service

As the instructions above indicate, you can either enter the number for the tooth or teeth the service applies to, or select using the left mouse button for individual teeth, or the right mouse button for multiple adjacent teeth.

To add new treatment service items

See video-icon_12x12px Adding a New Treatment Service Item Open in New Window icon

To delete Services

To delete services (for example, if you make an error), highlight the service in the treatment plan, and press the DELETE button on the keyboard. If you want to delete multiple services that are adjacent to one another in the treatment plan, you can click the first one, then hold down the SHIFT key and click the last one. Alternatively, hold down the CTRL key, and click with the mouse on each of the services to highlight them. Press the DELETE button on the keyboard (or right-click with your mouse and select 'Delete' from the drop-down menu), and all the highlighted services will be deleted.

To edit Services

To edit multiple services uses the same method as above, except once you have highlighted the items, right-click with your mouse, and select 'Edit' from the drop-down menu:
Right-click drop-down menu (Edit)

This will open a window similar to the following example:
Edit Chart Items

As indicated by the instructions on the screen, you can update (edit) a particular field or fields by entering the appropriate value in that field, For instance, if treatment had been charted to one provider erroneously, or that provider was now no longer available, you could change the 'Provider' code. Similarly, either of the dates, or the Price Code or Fee Schedule could be altered (note however that the Completion Date can be changed only for completed treatment).

If you wish to change the Price Code, but the "Don't Recalculate" checkbox is ticked for that service, the price will not be overridden.

The Tooth field enables you to enter a different tooth number, either by typing it in, or selecting using the Tooth button button. Note that you can use this on only one tooth at a time, as it would be nonsensical to change the charting for more than one tooth to a single tooth. If you need to do this, then it is better to delete the charting and re-enter the correct tooth.

See also...

Treatment Planning

Buttons and Functions in the Treatment Planning Area

Keyboard shortcuts in the treatment planning list

Auto Charting

Modifying ‘Course of Treatment’ Settings

Adding Appointments to a Treatment Plan

Moving Services into Appointments

Editing Appointment Length

Provider making Notes about an Appointment

Alteration of Completion Dates - Backdating Treatment

Mixing Payors for Treatment

Mixing Payor and Private Courses of Treatment

Moving Treatment between Treatment Plan Tabs

To Hide Treatment Within Appointments

Completing (TC’ing) a Course of Treatment

Resubmitting Treatment for Correction

Adding a Treatment Plan to Batch Invoicing

Estimates

Treatment History

Clinical Notes

Custom Screens Attached to Services

Tooth Charting in 3D Mode

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Modifying ‘Course of Treatment’ Settings