Enter Treatment

In the Chart Module, select the Enter Treatment tab.

A patient's treatment is entered in the Chart Module on the Enter Treatment tab. You can chart planned treatment, treatment that will be referred out, or existing treatment (done at your office or another location). Entered treatment will show on the Graphical Tooth Chart.

Webinar: Clinical Charting 1: Entering Treatment

Entering Treatment

Select one or more teeth in the tooth chart. Click and drag to quickly highlight multiple teeth.

Verify the Entry Status. The default is TreatPlan.

Verify the entry date.

Select the diagnosis, prognosis, or assign priority (optional).

Select the procedure(s). There are a few options (also see Procedure Buttons):

The procedure will list in the Progress Notes and show on the tooth chart (if applicable). If information is missing, the Procedure will open so you can fill it in. Double click a procedure to edit it.

Multiple instances of same procedure: Sometimes you need to add the same procedure multiple times, such as when administering many units of anesthesia. In these cases, add the procedure once, then change the Unit Quantity on the Procedure - Medical Tab to account for the additional units. For example, to add 45 minutes of D9221 (deep sedation/general anesthesia - each additional 15 minutes), add the procedure once, then enter 3 as the Unit Quantity.

Change Code Recommendations

If using Auto Codes, you may receive a prompt to change a procedure code if Open Dental has recognized a mismatch. For example, if you select three surfaces for a two surface procedure code, Open Dental will prompt you to change to the recommended three surface procedure code.

To set whether or not staff is required to accept auto code suggestions, see Chart Module Preferences, Require use of suggested auto codes.

Description of Enter Treatment Options

Tooth Surface Buttons (B/F, V, M, O/I, D, L): Click on a button to populate the box above. To remove an entry, click the button again. The box itself cannot be edited. Most of the tooth surfaces are standard and self explanatory.


The V surface is the exception. Open Dental uses V to indicate a class 5 location along the gingival margin of the B or F. The V surface will draw differently on the tooth chart. There is no corresponding lingual class 5 indicator. Since V is not one of the surfaces allowed when submitting to insurance, it will convert to B or F on all claims. Also, you should not count a V as another surface additionally to B or F because no line angles were crossed. For example, you might have a 2 surface DBV, which would be automatically converted to a DB on outgoing claims. V is also not counted as a surface for auto codes. Surfaces are handled slightly differently in Canada.

Entry Status: Determines the procedure status. Set status colors in Definitions: Chart Graphic Colors.

Date/Today: The procedure's entry date. Check Today to insert today's date. To enter multiple procedures with a previous date, uncheck the today box, then enter the date first, before entering treatment.

Diagnosis (optional): One diagnosis can be set per procedure. Diagnoses do not show on the graphical tooth chart. Customize options in Definitions: Diagnosis Types. To see diagnoses separately from the proposed treatment, use the Condition (Cn) entry status.

Prognosis (optional): Not used by most offices. Customize options in Definitions: Prognosis.

Priority (optional): Used to prioritize treatment planned procedures. Customize options in Definitions: Treat' Plan Priorities.

Treatment Plans: Check this box to show treatment plan information in place of the Progress Notes. See Treatment Plan in Chart.This check box only shows when Is TP View is also selected for the Chart View on the Show tab (Show Chart Views).


Problem: A patient had a hygiene appointment today. Now when treatment planning, procedures are showing in the progress notes as being assigned to the hygienist instead of the provider.

Solution: Check the appointment (double click) and make sure the dentist is set as the Provider (not the hygienist). The hygienist should be set as the hygienist. You may need to reenter treatment to update the provider. When treatment is entered, and there is already a scheduled appointment for the day, the provider on the scheduled appointment is always initially assigned.

Problem: When a procedure has been done previously, but must be re-done, the graphic color does not change to Treatment Planned.

Solution: Go into the original procedure and check the box for hide graphics.