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Sheets:  Field and Element Descriptions

Below is a description of the fields and elements that can be added to a Sheet (checkboxes and radio buttons, combo boxes, grids, input fields, lines, output text, patient images, rectangles, screening charts, signatures, special, static text). They are sorted in alphabetical order by element name.

The properties below can be set for several elements. 

  • Font:  Font properties are set by field. 
    • Name: We recommend using common fonts (e.g. Times New Roman, Arial, Courier) and testing sheets on a browser and device you plan to support.  Font support is dependent on the browser used to view the web form.  If a browser doesn't support a font, a different font will be substituted and this can affect layout of the sheet.  Static text fields in particular may need to be larger to fit text.
    • Size:  Font point size.
    • Bold (checked) or not bold (unchecked).
    • Color: Single click the color block to Select a Color
    • Align:  The position of text within a field (right, left, center).
  • Growth Behavior:  An attribute that can be set for fields when it is not known ahead of time how large the input will be. Setting the growth behavior will never cause a field to shrink; it will only grow bigger.
    • Down Local: Typically used for the address because it is not known ahead of time if it will span one or two lines. If the field grows to two lines, the fields immediately below are bumped down (like CityStateZip).
    • Down Global: Useful for table style data and letter bodies. Bumps down all fields on the entire sheet that are below the field that's growing.
  • Position:  Positioning is determined using the x and y axis.   X = horizontal.  Y = vertical.
    • X/Y Pos:  X and Y values determine where the upper left corner of the item starts on the sheet. 
    • Width: The width, relative to the X/Y Pos value.   If a field input exceeds the width, information will span multiple lines.
    • Height: The height, relative to the X/Y Pos value.  If you increase font size, you may need to increase field height so that all text is visible.
  • Required:  If checked, the user must enter a value for the field before saving the form.  For radio buttons, all options should be similarly marked (not required or required.)

Checkboxes and Radio Buttons
Checkboxes are a defined area where the user can click to toggle an X on and off.   A checkbox refers to the actual X that is toggled on and off.  There is no rectangle around the X, making it useful for scanned backgrounds. If there is no scanned background, you can add a rectangle behind the checkbox as a visual indicator. Suggested size for the checkbox is 11x11 and for a surrounding rectangle, 12x12.

Radio buttons are a special kind of checkbox.  When filling out a form, if a user clicks on one radio button in a group, the others will automatically uncheck.  They can correspond to a specific field in the database, or be a 'misc' option that is still reportable. See Radio Buttons.  Checkboxes and radio buttons for medical histories require additional setup.  See Sheets: Medical Histories.

Combo boxes are single selection picklists that can be added to any sheet. When added to a sheet, users can select an option from the combo box on the generated form. Just click on the combo box to view choices, then click a choice to select.

Four combo box picklists are preset but can be edited or added to: Place of Service, Urgency, Race/Ethnicity, and Grade Level. All options in a pick list can be customized, and new combo boxes can be created.

Only available for Statements and Treatment Plans.  Grids are a group of information organized into columns and rows.  Click Grid, then select the type using the dropdown.

Statement Grids: There are four statement grid types. Only columns in the StatementMain grid can be modified. See Display Fields to change column names, order, and size.

  • StatementAging
  • StatementEnclosed
  • StatementMain
  • StatementPayPlan

Treatment Plan Grids: There are three treatment plan grid types.

  • TreatPlanMain: At least one TreatPlanMain must exist in each treatment plan sheet. The column names, order, and width are determined by options selected in Display Fields, TreatPlanModule. Column headers match the 'New Descript' set for the column.
  • TreatPlanBenefitsFamily
  • TreatPlanBenefitsIndividual

Moving Grids: Once added, grids can be moved by clicking and dragging.  Or double click a grid to enter a X and Y position.

Input Field
Input fields are used in locations where a user will enter data.  They are commonly used in Patient Forms and Medical Histories where entered data can be Imported directly to the database. 

The available input fields are listed under Field Name.

Misc fields:  'Misc' can be used when you want to collect information that doesn't have a field name.  The entered data cannot be imported, but can be reported in a custom Query.  When you select 'Misc', a field for Reportable Name shows at the top.  Enter the Reportable Name.  

Each time data is input into a reportable name input field, the value is stored in the sheetfield.fieldvalue column in the sheetfield table.  Below is an example query used to report on a 'misc' field for 'Hormone Sat Lev' for a specific date range:

/*Misc sheet field report for sheets created in date range*/
SET @SheetName='Hormone Survey'; /*Enter description of sheet here (sheet name)*/
SET @ReportableName='Hormone Sat Lev'; /*Enter the reportable name of the misc field here (from sheet field)*/
SET @FromDate='2015-01-01', @ToDate='2015-12-31'; /*Set sheet date range here*/
SELECT p.PatNum AS 'Pat#', CONCAT(p.LName,', ',p.FName) AS 'Patient Name', sheet.DateTimeSheet, sheet.Description AS 'Sheet Name',
sheetfield.ReportableName AS 'FieldReportableName', sheetfield.FieldValue AS 'FieldReportableValue' 
FROM sheet
INNER JOIN patient p ON p.PatNum=sheet.PatNum
INNER JOIN sheetfield ON sheetfield.SheetNum=sheet.SheetNum
WHERE sheet.Description LIKE @SheetName
AND sheetfield.ReportableName LIKE @ReportableName
AND DATE(sheet.DateTimeSheet) BETWEEN @FromDate AND @ToDate; 

See Sheets: Medical Histories for special setup instructions for medication, allergy and problem input fields.

Fixed lines can be added to the background anywhere on the sheet. 

Negative values are allowed.

  • X and Y Pos: Where the line starts.
  • Width: How far the line extends from the X/Y position (line length).
  • Height: How far up or down the line extends from the X/Y position. Entering a value here will make a diagonal line.
  • Color: Single click on the colored block to Select a Color.

Output Text Fields
Output Text fields pull information from the database to prefill a text field when the sheet is Filled Out, thus eliminating some manual data entry. For example, a time/date output field will automatically populate the field with the current date. The output fields available will vary depending on sheet type. If the sheet type is previewed prior to printing, you can edit output text after it is generated.  This field type is not available for PatientForm or MedicalHistory sheet types. 

Pat Image
Add patient images to the sheet (.bmp, .gif, .exif, .jpg, .png, and .tiff). For example, show pre and post treatment images. The images must be stored in the Images module in a specific folder. If you plan to include multiple images, store each image in a separate folder.

  • Image Category:  Select the Images category where the image is stored. When the sheet is created, the first image listed in the category will be used.
  • X and Y Pos: Set the location of the upper left corner of the image.
  • Width: The width of the image.
  • Height: The height of the image. 

Fixed rectangles can be added to the background anywhere on the sheet. 

Add tooth charts for posterior teeth to public health screenings. Two tooth charts are available: one for treatment planned procedures (ChartSealantTreatment) and one for completed procedures (ChartSealantComplete). Only two charts are allowed per sheet. When on a sheet, users can right click on a tooth or tooth surface to chart treatment planned or complete treatment. When sealant procedures are entered, a matching sealant procedure is added to the patient's chart (treatment planned or complete). Below is how a treatment planned chart looks during a public health screening.

Add a signature box that is tied to Electronic Signatures. This is only useful for sheet types that can be previewed before printing. The form can then be signed directly on the screen or using an external signature pad. The signature will be electronically tied to all the other data on the sheet (except images). If any data is later changed, then the signature will be cleared. Multiple signature boxes can go on a single sheet.  

Labels, prescriptions (Rx), and routing slips are not previewed on screen so cannot be tied to electronic signatures. To add space for a written signature, add a line instead.

Special fields are only available for Treatment Plans.

  • FieldName: There are only two options available: the tooth chart and the tooth chart legend.
  • X and Y Pos: Set the location of the upper left corner of the image.
  • Width: The width of the image.
  • Height: The height of the image. 

Static Image
Import large or small images. Images can be used for an entire background based on a scanned form, or as smaller graphics (e.g. logos). Only image files can be imported (.jpg, .gif, .png, .tif, .bmp). Word and PDF files must be converted to image files. To add images that are patient specific, see Pat Image further down.

Note:  Images are not tied to signatures, thus changes to an image will not invalidate a signature (see Signature below).  Place information that should invalidate a signature in a text field instead.

  • File Name:  Click the dropdown arrow to select an image from the OpenDentImages/SheetImages folder.  Or click Import to select another image file. You will see a preview in the middle of the window.
  • Width/Height:  The dimensions of the image in the sheet.  Change the values to resize.  To quickly resize an image to the largest size that will fit in the window, click Shrink to Fit.
  • File Size:  Indicates the image's original file size, in pixels. 

If you place a small image on your sheet, it may make lines and rectangles not show.  To solve this issue, add a larger background image as well.  See Freehand Drawing in Sheet Setup.

Static Text (In-line) Fields
Static text fields insert fixed text for field or checkbox labels or for larger paragraphs. If the sheet type can be previewed, static text is editable when Filling Out the Form.

Over 100 output text fields can be inserted as static text so that resulting text is specific to a patient (e.g. patient address, gender, insurance carrier, 0 to 30 day balance, insurance remaining, recall interval). These extra fields are listed under Click to insert Field, and are hard-coded for this window only. If there are other fields you would like to have added, please submit them as a Feature Request. Such fields are usually added with the next version release.

Enter text in the large box. To insert an output text field, position the cursor at the insertion point, then click a field to insert it. Output text fields are indicated with brackets (e.g. [salutation]).

Is Payment Option:  This option only shows when Customizing a Statement.  It designates the field as information that shows when payment information is included on a Statement

For Patient Letters:  Static Text fields can pull information from a patient's most recent Exam Sheet automatically.  An Exam Sheet Field button will appear under the Click to insert Field area.  See Sheets: Patient Letters.


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