Quick Plans on the Quick Chart Menu

Purpose:

• Providers can chart Quick Plans directly from the Quick Chart Menu without also working from the Quick Plans tab.
• While a Quick Plan is being charted, the selected tooth is updated on the chart without the dentist continually re-selecting it for each element in the plan.
• Providers can overlap Quick Plans. For example a crown might require a multi appointment Quick Plan, but such appointments are not normally one after the other, so Providers will be able to state the order of appointments.

Benefits:

• Faster charting of Quick Plans.
• More flexible use of Quick Plans (overlapping) , which increases their usefulness.

Requirements:

• <exact v12.7 or later.
• Configuration to determine whether Quick Plans are added into the current Course Of Treatment or themselves form a new Course Of Treatment.

Quick Plans on the Quick Chart Menu - Summary

EXACT allocates default graphic icons to Quick Plans so that, like Services, they can be selected from the graphical Quick Chart Menu. These icons are identifiable by a standard overlay to distinguish Quick Plans from standard services. For example:

Your dental practice can optionally change these auto-allocated icons.

The Configure Quick Chart Menu window has a Quick Plans tab from which Quick Plans can be added to the Quick Chart Treatment (bottom) menu:

The Treatment menu can therefore be populated with both Quick Plans and Services.

On the Quick Chart Menu dentists can hover the mouse cursor over Quick Plans for a tooltip with the name of the Quick Plan and a summary of its treatment items.

Dentists add a Quick Plan to the currently-selected tooth, and the content of the Quick Plan is then either inserted into the current Course of Treatment below the chart, or it creates a new Course of Treatment (this option depends on a setting).

Your dental practice can copy Quick Chart Menus from one Provider to another, allowing for both practice standardisation and rapid creation of dentist Quick Chart Menus.