Chart Letter Properties

In the Chart Module, right-click a chart letter and select Chart Letter Properties.

Chart letters are useful for specialties that require additional security on patient notes.

To create a Chart letter, see Letter Merge. Chart letters display in the Chart Module, Progress Notes. Double-click the letter to view a read-only copy in Microsoft Word.

File Name: Displays the file path where the Word document is stored. Click Open Folder to open the file path.

File Hash / Stored Hash: A unique identifier to determine if the document has been edited outside of Open Dental. Displays Match if the document has only been edited by clicking Edit Document from Open Dental or No Match if the document was edited by accessing the document outside Open Dental.

Date / Time: Displays the date and time the document was last edited.

Description: The name of the document, as displayed in the Chart Module. Can be edited as needed.

User: The user who last made an edit to the Chart letter. Editing the date, time, description, or signature does not update the user.

Edit Document: Click to open Word and edit the document. Open Dental must be running when making changes in Word for edits to be logged and marked as a Match.

Signature: Sign the Chart letter. The signature is invalidated if the Chart letter is changed.

Save as PDF: Select an Image Category and click Save to retain a copy of the document as a PDF in the Imaging Module.

Delete: Delete this Chart letter. Deleted letters are still viewable from the Chart Module, Show tab by checking Audit.