Chart Module Preferences
Here you can set default options and settings for the Chart module. Check a box to turn a preference on, uncheck a box to turn it off.
In the main menu, click Setup, Chart, Chart Preferences, or Setup, Module Preferences, Chart tab.
Reset entry status to TreatPlan when switching patients: Set the default setting for Entry Status on the Enter Treatment tab when you switch patients. Usually, treatment is entered with TreatPlan status. If you change the status to enter existing treatment, it's easy to forget to set the status back to TP.
Allow setting procedures complete: Determines whether or not users can set individual procedures complete. We recommend only allowing appointments to be set complete, not individual procedures.
Tooth Nomenclature: Select the tooth numbering system to display on the Graphical Tooth Chart and in reports. Open Dental supports 4 different tooth numbering systems:
These numbering systems do not change how any data is stored in the database. So, you can freely switch back and forth between the different systems.
Indicator that patient has No Medications: For EHR users. Select the Medication that will be used to indicate the patient has no medications. Usually linked to a medication called "None".
Indicator that patient has No Allergies: For EHR users. Select the Allergy that will be used to indicate the patient has no allergies. Usually linked to an allergy called "None".
Procedure Group Note Does Aggregate: Determines what happens when a Group Note is created for two or more procedures.
Use medical fee for new procedures: Determines which fee is used for new procedures when cross-coding medical codes to Procedure Codes.
Use ICD-10 Diagnosis Codes (uncheck for ICD-9): Determines whether ICD10 or ICD 9 Diagnosis Codes are used for procedures.
Default ICD-10 code for new procedures: Click [...] to select a default Diagnosis Code that will be attached to new procedures. This code will be the first code listed on the Procedure - Medical tab. It is often used for Medical Insurance, especially eCW. The code system (ICD-9 or ICD-10) is determined by the Use ICD-10 Diagnosis Codes preference above.
Procedure locking is allowed: Not used by most offices. See Procedure Locking.
Non Patient Warning: Determines if a warning message shows when a non-patient record is opened in the Chart module.
Medication order default days until stop date (0 for no automatic stop date): Enter the default number of days from a medication order's start date to set the stop date. See Patient Medications.
Use Provider Color in Chart: Determines what setting the background color for completed procedures in the Chart module, Progress Notes is based on.
Perio exams always skip missing teeth: Determines the behavior in the Perio Chart for teeth marked 'missing'.
Perio exams treat implants as not missing: Determines if teeth with implant procedure codes (paint type of 'implant') are considered as 'missing' in the perio chart. 'Missing' status may affect whether the tooth is 'skipped' or not (see preference above).
Screenings use Sheets: Select whether Public Health Screenings use the classic format or a custom form designed in Sheets.
Procedures Prompt for Auto Note: Determines whether prompts in an unanswered Auto Note are triggered when a user reopens a completed procedure. The default note must contain an auto note (Edit Procedure Code window).
Procedure Code List Sort: Choose a default sort option for the Procedure Code List.
Require use of suggested auto codes: Determines what options a user has when an Auto Code is triggered while entering treatment.
Allow estimates to be created for backdated completed procedures: (not recommended) Determines whether or not insurance estimates are created when a procedure is entered with a previous date (earlier than today) and an entry status of 'Complete'. Typically only used by those who regularly enter completed procedures for previous dates. This feature is rarely used and should only be turned on in certain scenarios. For example, this feature could be turned on briefly after a conversion, but should then be turned off after estimates have been added. See Enter Treatment.
Allow digital signatures: Determines whether or not procedure notes can be signed using an electronic signature stamp.
Commlogs Auto Save: Determines whether or not Commlog entries save every ten seconds automatically after a change is made. This is unchecked by default.
Procedure Fee Update Behavior: Determines the prompt and behavior when changing the provider on a procedure. Determines if changing the provider will also change the procedure fees when they are different, and if a prompt will appear.
Do not allow different procedure and claim procedure providers when attached to a claim: Determines whether or not changing the provider on a procedure will also change the provider on attached Claim Procedures that are attached to a claim. Most users will leave this unchecked to prevent provider mismatches. See Change Claim Procedure's Provider for Insurance Income Allocation Purposes for additional workflow instructions.
Note: Claim procedures not attached to a claim (e.g. for insurance estimates) always inherit the procedure provider.
Erx use selected clinic from Clinics menu instead of the selected patient's default clinic: When checked, will use the the current user's selected clinic rather than the clinic assigned to the patient.
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