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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.

  • Checked: Automatically sets the default Entry Status to TreatPlan every time you switch patients. 
  • Unchecked: The setting will not automatically change. The automatic behavior can be annoying for offices that prefer to enter completed procedures directly from the Chart module without also entering appointments.

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.

  • Checked: Users can set individual procedures in an appointment complete. 
  • Unchecked: Users can only set appointments as 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:

  • Universal (Common in the US, 1-32): Valid tooth numbers are 1-32 and A-T. For supernumerary teeth, valid values are 51-82 and AS-TS. Permanent supernumerary tooth numbers add 50 to the tooth number (tooth 1 = 51). Primary supernumerary tooth numbers add an S (tooth A = AS). Procedures for supernumerary teeth do not show on the Graphical Tooth Chart, but they do get billed to insurance. Also see Supernumerary Teeth.
  • FDI Notation (International, 11-48), 51-85 for primary teeth: For Canadian users, supernumary teeth can be entered as 99.
  • Haderup (Danish)
  • Palmer (Ortho)

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 Problems: For EHR users. Select the Problem that will be used to indicate the patient has no problems. Usually linked to a problem called "None". 

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.

  • Checked: When a group note is created for two or more procedures that also have Procedure Notes, all notes will be combined into one group note. 
  • Unchecked: Notes will not be combined.

Use medical fee for new procedures: Determines which fee is used for new procedures when cross-coding medical codes to Procedure Codes.

  • Checked: The fee of the medical code associated with the procedure code will be used. 
  • Unchecked: The procedure code's fee will be used.

Use ICD-10 Diagnosis Codes (uncheck for ICD-9): Determines whether ICD10 or ICD 9 Diagnosis Codes are used for procedures.

  • Checked: Assign ICD-10 diagnosis codes to procedures.
  • Unchecked: Assign ICD-9 diagnosis codes to 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.

  • Checked: Allows users to permanently lock completed procedures. 
  • Unchecked: Procedure locking is not allowed.

Non Patient Warning: Determines if a warning message shows when a non-patient record is opened in the Chart module.

  • Checked: When a patient with a 'NonPatient' status is selected from the Chart module, a warning message will show. Set status on the Edit Patient Information window.
  • Unchecked: A warning will not show

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.

  • Checked: Background color of completed procedures will be based on the provider's Appointment Color (set on the Edit Provider window).
  • Unchecked: Background color of completed procedures will be white, unless the procedure is today, in which case the background color is determined by the setting in Definitions, Misc Colors, Chart Today's Procs.

Perio exams always skip missing teeth: Determines the behavior in the Perio Chart for teeth marked 'missing'.

  • Checked: When a new perio chart exam is created, any new 'missing' teeth are automatically marked as 'skipped' teeth.
  • Unchecked: Only the first perio chart exam will automatically mark 'missing' teeth as 'skipped'. Subsequent exams will not.

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).

  • Checked: Teeth with implants are not considered 'missing'.
  • Unchecked: Teeth with implants are considered 'missing'.

Screenings use Sheets: Select whether Public Health Screenings use the classic format or a custom form designed in Sheets.

  • Unchecked (default): Screenings will use the classic format (not Sheets).
  • Checked: Screenings will use the custom screening form designed using Sheets. See Customize a Screening Form using 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).

  • Checked: When a user reopens a completed procedure, and an unanswered auto note is part of the default note, auto note prompts will show and allow a response.
  • Unchecked: No auto note prompts will show when a user reopens a completed procedure.

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.

  • Checked: User must accept the recommended procedure code change (Yes) or return to the Procedure Info window to change information manually (Edit Proc).
  • Unchecked: User has the option to accept the recommended procedure code change (Yes) or proceed with a mismatch (No).

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.

  • Checked: Insurance estimates will be created when a procedure is entered with a previous date (earlier than today) and an entry status of 'Complete'. If no estimate previously existed, and a procedure is edited, a new estimate will be created.
  • Unchecked: Insurance estimates are not created when a procedures is entered with a previous date and an entry status of 'Complete'.

Allow digital signatures: Determines whether or not procedure notes can be signed using an electronic signature stamp.

  • Checked: Procedure notes can be signed using an electronic signature stamp. An will show in the signature box on the Procedure Info window.
  • Unchecked: will not show in the signature box.

Commlogs Auto Save: Determines whether or not Commlog entries save every ten seconds automatically after a change is made. This is unchecked by default.

  • Checked: Commlogs are auto saved on a ten second interval if changes were made during that time.
  • Unchecked: Commlogs are not saved automatically.

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.

  • No prompt, don't change fees: This is the default. Procedure fees will not change and no prompt will appear.
  • No prompt, always change fee: Procedure fees will change without a prompt.
  • Prompt - When patient portion changes: Procedure fees will change and a prompt will appear when the fee change affects the patient portion. Click Yes to update the fee.
  • Prompt - Always: A prompt will appear whenever procedure fees change. Click Yes to update the fee.

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.

  • Checked: When you change the provider on the Edit Procedure window, providers on attached claim procedures will change to match, as long as the claim procedure Status is not 'received' or 'supplemental'.
  • Unchecked: When you change the provider on the Edit Procedure window, providers on attached claim procedures will not change.

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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