Access the Charting through the in-appointment workflow.

Click into the Charting tab.

Chart a Condition

All of the Conditions that have been charted will be listed under the Current Conditions (16) column.

To Treat a Condition, click on the '3 dots' (20) on the Current Condition and select Treat from the menu.

This will bring up a window with Treatment Options that have been configured to Treat this specific Condition you have selected.

Select all the Treatment Options that apply and click the Treat button.

The selected treatment will now appear in the Treatment Options (19) column.
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The Treatment Options are the same as Flagged Treatments (which you will see in the Treatment Planning tab.
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If you want to include the Flagged Treatment as a new step in their current plan, click Add Step on the bottom right of the Treatment Plan column.
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Name the step then click the save icon.
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Drag the Treatment from Flagged Treatment column into the step you've just created. A grey outline box should appear - drop it there.
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The treatment is now an additional step to the patient's current treatment plan.
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​Remember each step represents an appointment.
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If the patient has agreed to a new treatment plan, you can create one by clicking Change Plan on the top right of the Treatment Plan column.
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Click Create New Plan and name it.
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You can change the name of the Treatment Plan by clicking on the pencil icon.
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Drag the Treatment from Flagged Treatment column into the step you've just created. A grey outline box should appear - drop it there.
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OR

if the treatment is a multi-step treatment click the 3 lines with tick icon. This will accept all the steps of that treatment into the new plan.
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