Ortho Chart

The Ortho Chart can be used to keep track of orthodontic visits in a grid format.

In the Chart Module toolbar, click Ortho Chart.

The data in the grid only shows here and is completely separate from information in the regular patient chart. This feature can also be adapted for other purposes unrelated to orthodontics.

Setup: Use of the Ortho Chart requires substantial setup. See Ortho Chart Setup.

The information that shows depends on what you have set up.

All ortho chart entries are sorted by date (oldest to newest). When a tab is opened, only date entries with data in them will show. Entering data on one tab populates all tabs with that date and data if columns are the same.

To enter ortho chart information, select an ortho chart tab, then click into a cell. Cells will accept text or allow selection from a pick list. To add Auto Notes to a cell, highlight the cell, then click Auto Note.

(optional) If a Signature Box shows, electronically sign the highlighted entry, or add an electronic signature stamp for the person currently logged in. Allow digital signatures must be turned on in Chart Module Preferences.

Click OK to save.

To delete an entry, highlight a row and click Delete.

Add an Entry

To add an entry for a previous date, or add multiple entries for the same day and same provider, click Add Row.

Click OK. A new row will show in the Ortho Chart grid.

Print the Ortho Chart

Click Print to print the ortho chart grid exactly as it shows when print is clicked. Print in landscape if necessary to fit all columns. In the printout header, the title of the Ortho Chart will display first. The first tab in the list determines the title. The selected tab's title will display beneath that.

Audit Trail

Use the Audit Trail to view historical changes made on a dated entry. Both patient field and ortho chart changes are tracked. To see changes for a specific date, highlight the date under Date Service. By default, all dates are highlighted when the audit trail is opened, making all changes visible.

Electronic Signature Validity

Validity of electronic signatures is determined by Open Dental. Entries with a valid signature are highlighted green and Valid shows in the signature column. Invalid signatures will turn the row red and the signature column will display Invalid. Signatures may be invalidated by:

Changing User

If the user logged into Open Dental is not the user filling out the Ortho Chart, click the [...] button to log into the correct user.

Note: This option only appears when an Ortho Chart Field is marked as Check to show a signature box in the Ortho Chart in Ortho Chart Setup.

The correct user will log on, fill out the notes and add their signature. This information is then logged under the correct user. Close the Ortho Chart or click [...] again to change back to the original logged on user.

Highlight an ortho chart to display who signed it.