How to base chart in Dentally?
Recording a baseline chart is something you will need to do for every patient whether it's adding a new one from scratch for a new patient or updating the base of an existing patient. It's important to have a clear picture of what you are working with.
There is no need to save the base chart when you are finished as Dentally will automatically save this for you. Its also important to note that once treatment items are marked as complete on their plans, the patient’s base chart will be updated to reflect the changes.
Example video gif below 👇 or skip to the step-by-step instructions below
Step-by-step instructions
Go to the patient's chart screen
Click on the Base Chart tab in the bottom right of the screen to go into base chart mode.
When in base chart mode you do not have to chart on a treatment plan, charge or complete the treatment. Simply select the item you wish to chart and enter this chart on the tooth as normal.
Remember you can search and use your favourites to help narrow this list down as well as filter the list to just those treatments set as available in the base chart.
Once each item is charted, you will see its entry in the baseline list. Clicking on that entry will allow you to add notes if there is anything you would like to keep a record about on that charted item.
Clicking on the bin icon to the left of the line will allow you to delete the entry.