In the Chart Module module, Show tab, 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.
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: Show certain procedure statuses. This also affects what shows on the graphical tooth chart.
- Treat Plan: Procedures with a TP status.
- Completed: Procedures with a C status.
- Existing: Procedures with a EO or EC status.
- Referred: Procedures with a R status.
- Conditions: Procedures with a Cn status.
Proc Notes: Show Procedure Notes with procedures.
Object Types: In addition to procedures, show other objects.
- Comm Log entries. Check Family to also show comm logs for family members. If Comm Log is unchecked, no comm logs will show.
- Tasks attached to the patient, any family members, or to an appointment. The full path to the task will show.
- Emails sent to the patient.
- Lab Cases (dental).
- Rx (paper or electronic prescriptions).
- Sheets: Documents generated using Sheets.
All / None: Click All to select procedure status options and object types. Click None to clear all selections. Does not affect the Is TP View setting.
Date Filter: Indicates the date range of items that are showing. Click [...] to change the date range.
Search: Find progress note items that match search terms. This will search through all showing Object Types. Any item matching your search term will display.
Selected Teeth: Show only procedures and progress notes for teeth selected in the graphical tooth chart. Selecting this box deselects other object type boxes.
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. The Treatment Plan check box allows you to view and create treatment plans from the Chart module. Treatment Plan in Chart. Checked by default when you create a new view. It is also checked in existing views if you update and no existing views have the box checked.
Chart Views: A list of all chart views currently set up. When you highlight 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 you do change an option, Custom View will show under the date.
Open Dental comes with a Default View set up. We recommend you rename it Progress Notes or create a new view called Progress Notes. You can also create other views that show or hide specific information. The view listed first is the default view every time you start Open Dental. Switch between views using the function keys (F1-F12) on your keyboard or by clicking on a row. Use the Up/Down arrows to reorder views.
Add or Edit a Chart View
- 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. Options are All, Today, Yesterday, This Year, Last Year.
- Select the Procedure statuses, Object Types, and other options to show in the view. These will be the default values but many can also be changed on the main Show tab without permanently affecting the view settings. Click All to quickly select all boxes, or None to quickly clear all boxes.
- Define which columns of information will show for each item. To move a field to/from Fields Showing and Available Fields, highlight it, then click the right or left arrow.
- 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 that can be added to the view but currently are not.
Note: In non-U.S. countries, the internal name for the ADA Code field is Proc Code.
To edit a Fields Showing column header or width, double click it, enter the information, then click OK.
New Description: The column header.
Column width: Enter any number equal to or greater than the Minimum Width. The minimum width is based on the number of characters in this field.
- Click OK on the Chart View Edit window to save the view.
Some Field Names are not self explanatory. Below are brief descriptions.
- Date: Date the item was created.
- Time: The exact time an object type was created. This option will not show procedure times.
- Th: Tooth Number.
- Surf: Tooth Surface.
- Dx: Diagnosis.
- Description: Description of the appointment, procedure, etc.
- Stat: Procedure status.
- Prov: The attached provider.
- Amount: The procedure's billable fee.
- User: The user logged on to Open Dental when the item was entered.
- Proc Code: The procedure code.
- User: If a procedure, lists the user who last created or edited the procedure's notes. If an email, lists the user logged-on when the email was sent.
- Signed: Indicates when an item (e.g. consent form, procedure) has been electronically or digitally signed.
- Priority: The procedure's priority level.
- Date TP: Day the procedure was added to the treatment plan.
- Date Entry: Day the procedure was entered.
- Prognosis: The procedure's prognosis.
- Length: Appointment length.
- Abbr: Procedure code abbreviation.
- Locked: Indicates if a procedure has been locked using Procedure Lock.
- HL7 Sent: Indicates if a procedure has been sent via HL7.
- ClinicDesc: The procedure's clinic description set in Lists, Clinics.
- Clinic: The procedure's clinic abbreviation set in Lists, Clinics.
Logic of Row Order in Progress Notes
The Progress notes is a very complex grid with many different kinds of objects in it. Starting with version 12.0, the following logic is used:
- All rows sorted by date (but not time).
- Within each date, rows sorted by type (except, starting in version 12.4, commlogs and sheets are treated as the same type and will be intermingled).
- Within procedures of same date, sort by status, then priority, then tooth number, and finally procedure code.
- Other object types that are not procedures (like commlogs, sheets, etc), which have the same date, are further sorted by time.