If you find a condition or treatment is missing from the default conditions and treatments whilst you are in-appointment, you can quickly add it in without needing to leave the in-appointment workflow.
Adding a new Condition option
If the new/missing Condition does not appear in the drop-down list of the Add Condition box, you can quickly add it in.
Find the Add Conditions box in the Charting Tab of the appointment (1)
Type the name of the new condition into the Add Condition box until the New Condition button appears.
Click on the 'New Condition' button and a window will appear.
The condition name will be pre-filled into the Condition Name line but you can edit this as needed. Click next.
Select a colour and icon for the new condition. This is how the condition will appear when it is charted on the odontogram.
Tick all the areas/surfaces where this condition can be charted.
Tick if you would like the following options to apply:
Hide when resolved: the condition will be removed once completed.
Disables surface when charted: no other condition or treatment can be charted on the same surface.
Repeat icon across tooth surface: the icon will appear on the selected tooth surface.
Click 'Add' to save the new condition.
Adding a new Treatment option
If the new/missing Treatment does not appear in the drop-down list of the Add Treatment box (2), you can quickly add it in.
Typing the name of the new treatment into the 'Add Treatment' box until the 'New Treatment' button appears.
Click on the 'New Treatment' button and a window will appear.
The treatment name will be pre-filled into the Treatment Name line but you can edit this as needed.
Enter the Treatment Category. These are the colors that are displayed on the Timeline and Receptionist Dashboard that show the appointment type.
Click here to learn how to create Treatment Categories (colours).
Enter the appointment duration for the treatment.
Enter the base price for the treatment. Note this doesn't include ADA codes.
Write a description then click next.
Select a colour and icon for the new treatment. This is how the treatment will appear when it is charted on the odontogram.
Tick all the areas/surfaces where this treatment can be charted.
Tick if you would like the following options to apply:
Hide when resolved: the treatment will be removed once completed.
Disables surface when charted: no other condition or treatment can be charted on the same surface.
Repeat icon across tooth surface: the icon will appear on the selected tooth surface.
Click Next
Add all item codes associated with this treatment. You can search by typing in the item number OR typing in the name of the item code.
Click Add to save the new treatment.