Enter Treatment

In the Chart Module, select 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 and will list in the Progress Notes.

See our video: Clinical Charting 1: Entering Treatment Webinar.

Tooth Surface Buttons (B/F, V, M, O/I, D, L): Click on a button to populate the surface in the box above. To remove an entry, click the button again. The box itself cannot be edited.

  • Open Dental uses V to indicate a class 5 location along the gingival margin of the B or F.
  • The V surface will draw separately on the tooth chart. There is no corresponding lingual class 5 indicator.
  • V is not one of the surfaces allowed when submitting to insurance, so it will convert to B or F on all claims.
  • V is also not counted as a surface for auto codes.
  • Do 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.
  • 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. This date populates on treatment planned and completed procedures, unless the procedures are attached to an appointment, in which case the appointment date is used.

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): Customize options in Definitions: Prognosis.

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

Procedure List: Select a code from the Procedure Codes.

Procedure Buttons: These buttons are associated with multiple codes or Auto Codes and organized by category. see Procedure Buttons.

Type Proc Code: Manually type the code then click OK. If a D code, entry of the D is optional.If the procedure requires a tooth surface, you can click surface buttons before clicking a button or entering the code, or you will be prompted to enter surfaces after.

Quick Buttons: These buttons are associated with a single code and designed to quickly chart fillings and sealants.

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).

Entering Treatment

Entering by treatment area:

By default, procedures will chart with a status of Treatment Planned. Double-click a procedure to manually change the procedure status.

Treatment Planned procedures will default to the provider for the patient's first appointment of the day, if it exists.

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.

Conditions and Diagnoses: There are two possible workflow options for charting diagnoses (e.g., caries).

Change Code Recommendations

If using Auto Codes, you may receive a prompt to change a procedure code if Open Dental has recognized a mismatch.

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