You can show and hide the progress notes while working with a patient's clinical chart. Having the tooth chart and progress notes together in one view serves as a chairside dashboard.
Note: The state of the chairside dashboard (the visibility and size of the progress notes) is saved automatically per computer (or device).
To view the chairside dashboard
How to get there
Use the Patient Search box 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 box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Chart.
The patient's clinical record opens with the Chart tab selected.
On the Chart tab of a patient's clinical record, set the Chairside dashboard switch to On.
The progress notes panel appears below the tooth chart, and a View button appears.
Note: In the chairside dashboard, the progress notes function as they do on the Progress Notes tab. For example, you can sort the progress notes by clicking (or tapping) a column header. Also, you can click (or tap) an item, such as a procedure or a condition, to open the corresponding dialog box.
To resize the progress notes panel, drag the sizing handle in between the tooth chart and progress notes up or down as needed. The tooth chart is resized accordingly.
To filter the progress notes, do the following:
From the View button menu, set up the following options as needed:
Procedures - To show work for any date in the progress notes, select the All option. To show only the work for today in the progress notes, select the Today's work option. With Today's work selected, to view previous work that is related to, has tooth numbers in common with, any of today's work, select the Include related check box.
Show in Progress Notes - To show work of any type in the progress notes, select the All check box. To show or hide specific types of work in the progress notes, select or clear the corresponding check boxes. The available types are Existing, Completed, Tx Plan, Notes, Condition, Prescription, and Treated.
Click (or tap) Done.
If you do not want to have the chairside dashboard on for the next time you or anyone else accesses a patient's clinical chart from this computer (or device), set the Chairside dashboard switch to Off.