Charting - Revision history

Charlie Garner at 15:59, 13 January 2023

2023-01-13T15:59:00Z

← Older revision		Revision as of 15:59, 13 January 2023
Line 184:		Line 184:

	== Reopening and Deleting Plans ==		== Reopening and Deleting Plans ==
			1) Once a plan is closed. To reopen a closed plan click the edit button on the plan.

			[[File:Charting 23.png]]

			2) Once a plan is open, unbill all of the done items, untick done from all of the treatment items. Then click the red x and it will let you delete the whole plan.
			[[File:Charting 24.png]]



	== Charting FAQ ==		== Charting FAQ ==

Charlie Garner at 13:26, 13 January 2023

2023-01-13T13:26:45Z

@@ Line 70: / Line 70: @@
 [[File:New charting 5.png]]
-==Search And Drag==
+==Click And Drag==
 ) On the left of the chart you can see a search box. This box works the same as [[find a patient]], you start typing and Pearl will automatically start the search. This can be changed between treatments and defects with the two boxes under search.
@@ Line 138: / Line 138: @@
 As you can see above. I charted an Amalgam Filling on the UL5. Pearl automatically knew that you were proposing treatment to deal with established caries on MO. You can see this with the light symbol on the MO.
 == Closing The Treatment Plan ==
@@ Line 155: / Line 166: @@
 [[File:Charting 14.png]]
-) The box that pops us makes you aware of how much you are billing the patient, what recall months they want to put down for the patient. Then if they want to send a completion message to the patient. Once done click tick in the bottom right.
+) the complete treatment box allows us to double check some vital areas of the treatment plan, once happy click tick in the bottom right.
 [[File:Charting 15.png]]
 === <u><big>Closing The Treatment Plan And Billing The Patient (NHS)</big></u> ===

Charlie Garner at 17:10, 12 January 2023

2023-01-12T17:10:19Z

← Older revision		Revision as of 17:10, 12 January 2023
Line 138:		Line 138:

	As you can see above. I charted an Amalgam Filling on the UL5. Pearl automatically knew that you were proposing treatment to deal with established caries on MO. You can see this with the light symbol on the MO.		As you can see above. I charted an Amalgam Filling on the UL5. Pearl automatically knew that you were proposing treatment to deal with established caries on MO. You can see this with the light symbol on the MO.

			== Closing The Treatment Plan ==

			=== <u><big>Marking Items As Done</big></u> ===
			Click the box next to the treatment item, then a date will appear

			[[File:Charting 12.png]]

			If there is quite a lot of treatment items attached to this plan, click the mark all treatment items as done box below

			[[File:Charting 13.png]]

			=== <u><big>Closing The Treatment Plan And Billing The Patient (Private)</big></u> ===
			1) Click the T/C button at the bottom right of the treatment plan.

			[[File:Charting 14.png]]

			2) The box that pops us makes you aware of how much you are billing the patient, what recall months they want to put down for the patient. Then if they want to send a completion message to the patient. Once done click tick in the bottom right.

			[[File:Charting 15.png]]

			=== <u><big>Closing The Treatment Plan And Billing The Patient (NHS)</big></u> ===

Charlie Garner: Created page with " ==New Method== ===Baseline Charting=== 1) A brand new patient will only show the baseline. As seen below 759x759px 2) Click on the tooth surface you wish to chart. File:Charting private2.png {| class="wikitable" style="text-align: center;" |center |313x313px |center |267x267px |- |S..."

2022-12-20T15:46:50Z

Created page with " ==New Method== ===<big>Baseline Charting</big>=== 1) A brand new patient will only show the baseline. As seen below 759x759px 2) Click on the tooth surface you wish to chart. File:Charting private2.png {| class="wikitable" style="text-align: center;" |center |center|313x313px |center |center|267x267px |- |S..."

New page

==New Method==
===<big>Baseline Charting</big>===
1) A brand new patient will only show the baseline. As seen below

[[File:Charting New 1.png|759x759px]]

2) Click on the tooth surface you wish to chart.

[[File:Charting private2.png]]
{| class="wikitable" style="text-align: center;"
|[[File:Charting_private3.png|center]]
|[[File:Charting_private4.png|center|313x313px]]
|[[File:Charting_private5.png|center]]
|[[File:Charting_private7.png|center|267x267px]]
|-
|Select the tooth surface you wish to chart onto
The blue is indicating the surface that is currently

selected to chart onto.
|Search for a treatment you wish to chart.
Then click the green plus button next to the item

to chart your desired item onto the chosen tooth surface.
|These are five chartable tooth states.
If you are unsure what they are representing,

hover over to see more information.
|This shows what is present on that specific tooth
you have selected.

It also shows what is proposed treatment for that tooth.
|}3) Mark the tooth surfaces you wish to chart onto, the marked surfaces will appear in blue. Then click the green plus button to add the treatment or defect.

This can be seen below, where i have added established caries onto the upper left 5, this has been added to the MOD tooth surface.

[[File:Charting private 8.png]]

4) Marking the teeth as either one of Missing, Erupted, Unerupted, Partiallyrupted, Gap Closed or Sound.

Right click on the tooth surface, then click from any of the tick boxes seen below. If you are unsure what any of the symbols mean, you can hover over them to give a description.

[[File:Charting new 2.png]]
===<big>Proposing Treatment</big>===
1) To propose treatment, you will have to open a new treatment plan. To do this click on "New Treatment Plan" button

[[File:New Treatment Plan.png]]

2) Check the details displayed here is correct. The drop down at the bottom is this practitioner's [[templates]], you don't have to insert these. But they are fully customisable. ([[Customisable Templates]])

[[File:Charting private1.png]]

3) The proposals rows should now appear.

You can propose treatment on these rows, so then it will not directly appear on the baseline without making the treatment as done.

[[File:Charting new 3.png]]

4) Charting on the proposal line is exactly the same as charting on the base line.

Click onto the tooth surface you want to mark the treatment for, then the box below will pop up.

[[File:New charting 4.png]]

I have proposed treatment for the upper left 5 which already had established caries on MOD. Pearl will automatically pick up the effected tooth surface and it will recommend a likely course of action.

I have proposed an Amalgam Filling on the upper left 5 MOD to sort the established caries.

Below is how the proposed treatment should look on the chart.

[[File:New charting 5.png]]
==Search And Drag==
1) On the left of the chart you can see a search box. This box works the same as [[find a patient]], you start typing and Pearl will automatically start the search. This can be changed between treatments and defects with the two boxes under search.

[[File:Search and drag.png]]

2) Once you have found the treatment or defect, click and hold onto the item you want. Then drag and drop it onto the tooth surface you want.

[[File:Charting New 5.png]][[File:New charting 6.png]]

If you choose a treatment that requires tooth surface selection, the box below will appear.

[[File:New charting 7.png]]
===Customisable Favourites===
1) Click the star next to the search box. Depending on if Treatment or Defects box is clicked is what favourite list will appear.

[[File:Custom favourites.png]]

2) The green plus button will add favourites to the list.

The red X will remove favourites from the list

The up and down arrows will reorder the sequence in which you see the favourites.

[[File:Custom favourites 2.png|594x594px]][[File:Custom favourites1.png|594x594px]]
==Old Method==
===<big>Baseline Charting</big>===
1) This is a brand new patient as you can see below

[[File:Old charting1.png|628x628px]]

2) Click on the tooth you wish to chart. This will show you a list that is broken down into sections

- Favourites (Customised Favourites, see above)

- Quick Selects (Missing, Deciduous, Unerupted, Partially Erupted, Gap Closed & Sound

- Defects

- Treatments

[[File:Old charting 2.png|693x693px]]

3) Click onto one of the options from that list (select a tooth surface if necessary

[[File:Old charting 3.png|677x677px]]
===<big>Proposing Treatment</big>===
1) To propose treatment, you will have to open a new treatment plan. To do this click on "New Treatment Plan" button

[[File:New Treatment Plan.png]]

2) Check the details displayed here is correct. The drop down at the bottom is this practitioner's [[templates]], you don't have to insert these. But they are fully customisable. ([[Customisable Templates]])

[[File:Charting private1.png]]

3) The proposals rows should now appear.

You can propose treatment on these rows, so then it will not directly appear on the baseline without making the treatment as done.

[[File:Charting new 3.png]]

4) Charting on the proposal line is exactly the same as charting on the base line.

Click onto the tooth you want to mark the treatment for, then the list will show.

[[File:Old charting4.png]][[File:Old charting5.png|1033x1033px]]

As you can see above. I charted an Amalgam Filling on the UL5. Pearl automatically knew that you were proposing treatment to deal with established caries on MO. You can see this with the light symbol on the MO.