You can post a treatment-planned procedure as complete in a patient's clinical chart. Also, from the patient's clinical chart, you can post a procedure that is attached to an appointment that is scheduled for today.
Note: Completed procedures appear in the clinical record and financial record. Posting or editing a completed procedure in either of these areas affects the other area.
To complete or post a procedure
How to get there
Use the Patient Search field to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
From the Patient menu, under Clinical, clicktap Progress Notes.
The patient's clinical record opens with the Progress Notes tab selected.
On the Progress Notes tab of a patient's clinical record, the procedures scheduled for today appear, or if the patient does not have an appointment today, the procedure history for the patient appears. Do one of the following:
For a procedure scheduled for today - With the Scheduled for today filter selected, clicktap Post for a procedure that you want to post to the Ledger.
After you clicktap Post, if the procedure requires that treatment areas (such as, a tooth number and surfaces) be entered, a dialog box appears so that you can enter the correct treatment areas.
For a treatment-planned procedure - With the All filter selected, clicktap Complete for a procedure that you want to complete and post to the Ledger.
For a condition - With the All filter selected, clicktap Treat for a condition that you have treated. This condition remains part of the patient's clinical record, but nothing is posted to the Ledger.