Charting in Dentally is made easy with our configurable charting features. By setting up your chart screen to suit your needs you can be sure to make your time in surgery easier and smoother than ever.

Let's take a look at a few of the things you can configure to help you achieve clinical excellence... (click the titles below to skip to that section)

Hover charting is a tool that enables you to chart quickly without selecting individual treatments from the treatment list along the lefthand side of the chart screen. The hover chart will follow your mouse around the chart giving you the option to choose from the most used items on the tooth you charting. See the image below for an example of what this might look like for you👇

This tool is an intelligent one and actually learns your own unique habits over time, It takes information from the last 100+ charts you have done on your Dentally account and gives you the most commonly used items to choose from.

As it is a tool that learns from you over time, it is ideal to leave this on so it can learn from your habits, the more you use it the better it will get at predicting your desired treatment items.

Hover charting learns per practitioner, so it needs to see charting on the practitioner user account to suggest for that account. Therefore the practitioner needs to be logged in as a practitioner account on Dentally for this to learn their own unique charting habits.

Read all about hover charting in more detail in this dedicated article here.

Keeping flexibility at the centre of all that we do, Dentally's locked charting keeps the notation visible on the screen at all times. This can be disbaled at any time fo that details treatment notes may be written documents and saved.

Locked charting can be turned on using the dropdown menu in the top left of the chart screen in Dentally. simply toggle this on/off by choosing enable/disable locked charting.

Condensed charting allows you to change the chart display from four rows of teeth (two baseline rows and two treatment planning rows) into two rows of teeth that combine both baseline and planned treatment.

To toggle this feature on and off you can click on the down arrow to open Chart Options > Enable/Disable Condensed Charting, as highlighted in the gif below 👇

Want to learn more? Read more about our condensed charting function it own help guide here

Knowing your way around the chart screen can be helpful when getting to grips with the software. Dentally offers you the ability to search your treatment list by typing, category filters and favourites.

Favouriting your commonly used treatments makes them easier to find and quicker to chart. This is a per-user setting, which means each practitioner can have their own set of favourite treatment codes.

To favourite an item simply click the start outline on the left-hand side. Once you favourite an item, it will instead have a yellow star ⭐️ before it. This means it will now appear in your favourites list 👇

Want to learn more about how to favourite your items and navigate treatment search? then head over to our dedicated article here.

Making sure your chat screen is well organised is great housekeeping. Ensuring you know where all your treatments are and how to easily access them is important for a great surgery experience for your patient.

You can edit and add to your default treatment categories from your settings in Dentally. Simply go to Settings > Treatment & Plans > Treatment Categories. These categories differ slightly from the user-specific favourites category, as there are global settings which all your practitioners can see across Dentally.

Want to learn more about how to set up and manage your own treatment categories? read our dedicated help guide for all the details here.