Quick Chart changes in EXACT v12.7

Customise the application tabs and add further tabs on the Quick Chart Menu

Example:

EXACT assigns icons during the initial software update

When you upgrade EXACT from v12.6 or earlier to v12.7 or later, your Quick Plans are automatically assigned icons.

For example, the Quick Plans tab in the Charting screen:

You still have the option to customise these, but they will retain the "Quick Plan identifier" as an overlay. For example:

Quick Plan tab in the Quick Chart Menu Configuration

Quick Plans are custom collections of services that can be applied in the same way as services.

The Configure Quick Chart Menu includes a Quick Plan tab with a list of Quick Plans:

Optionally sort the Quick Plan tab list by different means:

• By Provider
• By Type
• By column header in the table

Populate the Quick Chart Menu with both Services and Quick Plans

Populate the Quick Chart Menu with Quick Plan icons as you do with Services:

You can mix Services and Quick Plans on the Quick Chart Menu:

Interaction of Quick Chart Menu and Details screen

From the Quick Plans tab in the Charting screen, double-click a Quick Plan to open the Details screen.

Change the Details screen as required and click OK to apply changes to the chart.

You can make further changes and click Cancel to cancel them (only the last OKed changes are retained in this window).

If you first select a tooth on the Chart and then open the Details screen, the screen will open with that tooth pre-selected:

Optional behaviour on Quick Plan double-click in the Quick Chart Menu

In the Quick Plan Wizard you can configure what happens when you double-click a Quick Plan icon in the Quick Chart Menu:

• Create a new Course of Treatment using the Quick Plan

  - or -

• Add the Quick Plan to an existing Course of Treatment

Add to an existing COT

If configured to add to an existing COT, when you double-click it in the Quick Chart Menu, you will see a Where to add quick plan popup.

Select either

• Insert at cursor position, or
• Add to end of current COT

Drag to populate the menu

Simply drag icons over existing icons to replace them

Copy one Provider's Quick Chart Menu to another Provider

To standardise in the practice, or simply to save time, you can replicate one Provider Quick Chart Menu across to another Provider.

For a new practice you can create once and then replicate to all Providers, who can then optionally customise their own Quick Charts.

Edit a Chart Item directly from the Quick Chart Menu

Double-click a Chart Item listed at the bottom of the Quick Chart Menu to open the editable Chart Item window.

(Note that if the item has already been charged, you can only edit it up until midnight of the current day.)

Configure different graphic icons directly from the Configure Quick Chart Menu window

From the Quick Chart Menu you can right-click > Configure, and then select graphic icons directly from the Configure Quick Chart Menu window:

Improved overlay by the Quick Chart Menu

The Quick Chart Menu historically partially overlaid parts of the tooth chart:

From EXACT v12.7 all teeth are always visible on the chart: