Training Competencies for Quick Chart Menu

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Are you competent for your indicated (shaded) role tasks?

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Competencies achieved:

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Briefly describe the purpose of the Quick Chart Menu.

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Describe 5 features of the Quick Chart Menu.

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List three ways in which the Quick Chart Menu benefits dentists.

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Demonstrate how to quickly see a summary of each icon on the Quick Chart Menu.

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Show how you can differentiate Service icons from Quick Plan icons on the Quick Chart Menu.

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Hide the Quick Chart Menu from view, and then re-enable it for display it again.

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Demonstrate how you can quickly review a patient's tooth history on the Quick Chart Menu as you move focus from tooth to tooth.

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(EXAMINE Pro module) Demonstrate how to view tooth Xrays directly from the Quick Chart Menu.

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Demonstrate how to move the Quick Chart Menu across the tooth chart using a mouse, and also using the arrow keys on a keyboard.

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Demonstrate how to assign services to teeth from the Quick Chart Menu.

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Demonstrate how to remove services from teeth after they have been assigned from the Quick Chart Menu.

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Demonstrate how to assign a Quick Plan to a tooth from the Quick Chart Menu, and identify where the Quick Plan populates the Course of Treatment / Treatment Plan.

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Identify the configuration setting that determines whether a Quick Plan is inserted into the Course of Treatment / Treatment Plan, or whether it establishes a new Course of Treatment / Treatment Plan.

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Configure a Quick Chart Menu with a range of Services and Quick Plans, allocated across the default Base tab, the default Treatment tab, and two custom Treatment tabs

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Demonstrate how to configure a Quick Chart Menu and then replicate it to to other dentists.

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Demonstrate how to customise Quick Chart Menu icons for both Services and Quick Plans.

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Demonstrate how to calculate Service usage percentages across all Providers, in order to identify the most commonly-applied services.

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Sort the list of services in the Quick Chart Menu from most frequently used (at the top) to least frequently used (at the bottom).

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Explain and demonstrate how to autofill the Base Menu and Treatment menu with the most commonly-used services.

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Use the Quick Plan Wizard to create a Quick Plan and add it to the Quick Chart Menu.

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See also...

Configuring the Quick Chart Menu

Copying Quick Chart Menus between Providers

Resizing the Quick Chart Menu grid

Assigning Services in the Quick Chart Menu

Creating Quick Plans in the Quick Plan Wizard

Assigning Quick Plans to the Quick Chart Menu

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Permanent/Deciduous Switch