Sheet Grid

Grids are special fields used in certain sheets.

In Edit Sheet Def, click Grid.

Grids are a fixed group of information organized into columns and rows. They can be added to Statements, Treatment Plans, Referrals, Chart Layouts, and printed Payment Plans.

Also see: Sheet Field Types

When adding a grid to a sheet, use the Grid Type dropdown to select the grid. Available options depend on the sheet type.

When editing a grid, you can determine the following:

Statement Grids

There are six statement grid types.



StatementMain: The columns can be modified in Display Fields, StatementMainGrid (column names, order, and size).



StatementInvoicePayment: The grid will populate with payments attached to procedures on the invoice as well as unattached payments that were made on the same day.

Treatment Plan Grids

There are three treatment plan grid types.

TreatPlanMain: At least one TreatPlanMain must exist in each treatment plan sheet. The columns can be modified in Display Fields, TreatPlanModule (column names, order, and width).



Payment Plan Grid

There is one payment plan grid.


Referral Letter Grid

There is one Referral Letter grid.

ReferralLetterProceduresCompleted. Shows completed procedures for the day the sheet is generated for the patient.

Patient Dashboard Grid

There is one grid for Patient Dashboards.


Chart Layout Grids

There are two grids when using Chart Layouts.



ProgressNotes and PatientInfo allow for a custom growth behavior. Options include: