Show Chart Views

Use the Show Tab to set up different views for the grid in the lower right of the Chart Module (often called the Progress Notes) and define what information shows in each view.

In the Chart Module module, click the Show tab.

Some selections also affect what shows in the Graphical Tooth Chart.

Items that are checked show in the current view. Check or uncheck an item to change the view. Changing an item here does not permanently change view settings.

Procedures: Check a box to show a procedure status. Uncheck a box to hide a procedure status. This also affects what shows on the Graphical Tooth Chart.

Proc Notes: Shows Procedure Notes, Commlog text, body of emails, appointment notes, and task details of corresponding Procedures or Object Types.

Selected Teeth: Show only procedures and progress notes for teeth selected in the Graphical Tooth Chart. Also includes related quadrant and arch procedures and notes. Selecting this box deselects all Object Types (e.g., Appointments, Commlogs, etc).

All: Click to select all procedure status options, Object Types, and Proc Notes checkbox.

None: Click to deselect all procedure status options, Object Types, and Proc Notes checkbox.

Date Filter: Indicates the date range of items that are showing. Click [...] to change the date range.

Note: With a date range defined, right-click and select Print Progress Notes to print notes in that date range.

Search: Find progress note items that match search terms. This will search through all showing Object Types. Any item matching the search term will display.

Object Types: In addition to procedures, show other objects.

Show Auto Commlogs: Show Commlog entries that have been automatically generated (i.e., not user-generated or created by user action). Includes Commlogs created by WebSched, Program Links, Appointment Reminders and Confirmations, Automated Thank-Yous, New Patient Thank-Yous, and FHIR. Checkbox is user specific, and affects automated Commlogs in the Account Module, Chart Module, and Appointment Edit window.

Audit: Switch to Audit mode to include deleted procedures (status of D) and deleted sheets in the view. Procedures can't be edited in Audit mode. Deleted sheets can be restored by double clicking to open the Fill Sheet window, then clicking Restore.

Is TP View: Adds a Treatment Plan check box to the Enter Treatment tab. The Treatment Plan check box allows users to view and create treatment plans from the Chart module. See Treatment Plan in Chart. Checked by default when users create a new view. It is also checked in existing views if a user updates and no existing views have the box checked.

Chart Views: A list of all chart views currently set up. When a user highlights a Chart View, the grid switches and the view's default options show on the left. These values can be changed without affecting the default view settings. If a user changes an option, Custom View will show under the Chart Views list.

Open Dental comes with a Default View set up. We recommend the office renames it Progress Notes or create a new view called Progress Notes. Users can also create other views that show or hide specific information. The view listed first is the default view every time a user starts Open Dental. Switch between views using the function keys (F1-F12) on the keyboard or by clicking on a row. Use the Up/Down arrows to reorder views.

Chart View Edit

Double-click a chart view to edit or click Add to create a new view.

Description: Enter the name of the view. This will also show as the grid title.

Dates Showing: Select the date range of items that will show. Select All to prevent the view from being filtered by a date range.

Enable Procedures, Object Types, and additional options to determine what appears in the Chart View. Descriptions for Procedures and Object Types are the same as noted at the top of this page.

Set to Default: Set all items in the Fields Showing list back to system defaults. Some items may be moved to/from Available Fields.

Fields Showing: Lists the columns currently in the view, in the order each column will show from left to right.

Available Fields: Lists all columns currently hidden from the current Chart View. Select an item and click the Left arrow to move it to Fields showing. It will now appear in the current Chart View's Progress Notes area.

Fields Showing

Double-click a Field Showing to edit.

Click OK on the Chart View Edit window to save the view.

Some Field Names are not self explanatory. Below are brief descriptions.

Logic of Row Order in Progress Notes

The Progress notes is a grid with many different kinds of objects in it. The following logic is used:

  1. All rows sorted by date (but not time).
  2. Within each date, rows sorted by type (commlogs and sheets are treated as the same type and will be intermingled).
  3. Within procedures of same date, sort by status, then priority, then tooth number, and finally procedure code.
  4. Other object types that are not procedures (like commlogs, sheets, etc), which have the same date, are further sorted by time.