Treatment History

Printable version: Treatment / Tooth History

Portal video: Treatment / Tooth History

Blog and video: Eye catching Treatment / Tooth History

The View Patient History button is located above the Treatment Planning area between the 3D and New treatment plan buttons:

Select the View Patient History button to display the Tooth History window:

This shows a record of the patient’s historical and current treatment, including:

• The date the treatment was completed or planned
• The provider who completed or planned the work
• A graphical representation of the service (if applicable)
• The service code including tooth number and surfaces
• Particulars of each line item
• The total fee
• The patient and payor portions of the total fee
• Any clinical notes, invoice notes or custom screens that are attached to services.
• Details of any treatment that has been flagged as Failed, for inclusion in the Clinical Audit (tick the Show Failed checkbox to display Failed treatments).
• (Optional) Voided items - these are not deleted, simply hidden from view by default. Check the Show Void checkbox to view voided items, which are identified by the voided icon:

  

Treatment can be sorted in three ways:

Historical Treatment is sectioned into areas for:

• Base Chart items
• Historical Chart items
• Current uncharged treatment items

The Base and Historical sections display treatment that has been completed and either charged or added to history.

The Treatment Planning area displays treatment currently planned for the patient. The treatment text is displayed in the colour of the provider logged on when the treatment was charted.

To collapse and expand ALL sections of the history list

The list opens expanded and you can see all items.

Use the two buttons at bottom right to collapse all or expand all.

You can then use the normal + - icons to expand or collapse specific sections.

To display the history of specific teeth only

To search Treatment / Tooth History

Use the Search field to search for anything that matches the entered text, including Service names, Notes, Custom screens (both field names and data), and provider codes.

While the search uses exact matching, it is not case-sensitive. For example, searches for both EXAM or exam will match any of the following:

• Full Examination
• EXAME
• Patient came in for exam and Xrays.

Once you click the search button the resulting matches display in a Search Results window:

The search text remains in the Search field until the Tooth History window is closed, enabling you to edit and refine your search criteria and conduct further searches.