Auto Charting

EXACT gives you the ability to set up a service so that when it is charted, other related services are automatically charted at the same time. This saves time looking for and selecting services when a treatment has common steps involved. For example, fitting a crown to a tooth may involve an x-ray, grinding the tooth to shape, taking an impression, some lab services, and fitting the crown. Further more, there may be some documents involved, such as an order to the lab for the porcelain crown to be made.

To set up automatic charting for a service, see the "Service Item Details Tab" topic for more information about setting up the additional services.

You can also add a document to a service; this is covered in the same topic. The document can be attached to the service, and set to pop up on screen either when the service is charted, or when completed, as appropriate.

See also...

Treatment Planning

Buttons and Functions in the Treatment Planning Area

Keyboard shortcuts in the treatment planning list

Multiple Treatment/Service Items

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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Multiple Treatment/Service Items