Sheet Grid

Grids are special fields used in certain sheets.

In Edit Sheet Def, click Grid.

Alternatively, in Sheet Def Edit double-click an existing Grid in the preview area or Fields list to edit.

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 Grid Types for Statement Sheets.


Note: PatNum, Account, and Total only display for superfamily statements.

StatementEnclosed: Amount Due is automatically calculated. Date Due is determined by Days to calculate due date set in Preferences.

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

StatementPayPlanOld: Displays information for Old Payment Plans. May also be labeled statementPayPlan in the Sheet Fields list of existing custom sheets.

StatementPayPlanGrid: Displays information for Payment Plans. May also be labeled statementDynamicPayPlan in the Sheet Fields list of existing custom sheets.

StatementInvoicePayment: The grid populates 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 Grid Types for Treatment Plan Sheets.

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



Payment Plan Grid

There is one Grid Type for Payment Plan Sheets.


Referral Letter Grid

The following Grid Type is available for Referral Letter Sheets. See Procedure Grids below for additional available types.

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

Patient Dashboard Grid

There is one Grid Type for Patient Dashboard Layouts.


Chart Layout Grids

There are two Grid Types for Chart Layouts.



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

Procedure Grids

These grids are available for Patient Forms, Referral Letters, Patient Letters, and Consent Forms.