Dentally

Shelley Withington

Amber Morris

Clare Levy

All about how to use the Chart in Dentally

CHARTING

BEWE Examinations

DTX not launching

Charting a BPE

Condensed Charting

How to enable / disable and use hover charting

Hover Charting

How to upload digital X-rays to a patient's record, x-ray software.

Uploading Digital X-Rays or Photographs

How to record a Baseline Chart with adult, child and mixed dentition

Recording a Baseline Chart

Charting Tools

How to add or edit clinical notes to a closed course of treatment

Add clinical notes to a closed treatment plan

Why am I seeing a message about saving my clinical notes?

New unsaved changes on chart prompt

How to set up clinical notes templates for personal use by practitioners

Personal Clinical Notes Templates

Discover the new clinical history side panel and how it works in Dentally.

Clinical history side panel

How to create, edit  & use Clinical notes templates for your site, Notes Template picker and Notes Shortcut.

Practice Clinical Notes Templates

Creating custom fields to populate treatment items with pre-existing information. Save time with charting.

Creating custom fields in Treatment Items

Clinical Notes

How to add, edit and reorder your treatment categories.

Managing Treatment Categories in Dentally

Completing treatments assigned to a different practitioner

Completing Treatments: Practitioner Name Change

How to use Treatment Plan Templates to chart multiple treatments and appointments for a patient with a single click.

Using Treatment Plan Templates

Creating Treatment Plan Templates

Let's take a look at how to rename and clone a treatment plan on your patient's chart screen.

Treatment Plan Settings - Renaming and Cloning.

Deleting a Treatment Plan

How to add SNOMED codes to treatment items

SNOMED

How to create a new Treatment Plan, add new treatments, change treatments, add appointments, create estimates, submit & complete

Creating a Treatment Plan

How to change treatments marked as complete, and the invoice paid. Wrong tooth or treatment charted, treatment in wrong appointment.

Editing a Charged Treatment on a Treatment Plan

Adding and editing treatments and treatment plans. How to add to your treatment list.

Add and Edit Treatment Items in settings in Dentally

How to change the order of treatments and appointments within a treatment plan

Reordering Appointments and Treatment Items at Dentally

Anke Michalik

Treatment Plan

An overview of how to chart treatments, treatment history, BPE, upload Images and radiographs.

Charting Overview

How to change a treatment's charting icon.

Charting Tips in Dentally - Changing a treatment's charting icon

How to chart a treatment across multiple teeth.

Charting Tips in Dentally - Charting a Treatment Across Multiple Teeth

How to chart a filling across multiple surfaces

Charting Tips in Dentally - Charting a Filling Across Multiple Surfaces

How to delete a previously charted treatment item

Charting Tips in Dentally - Delete a previously charted item

How to chart final tooth treatments, reset tooth, tooth no longer present

Charting Tips in Dentally - Final Tooth Treatments

Tips to make charting easier in Dentally - mark unerupted tooth as now present

Charting Tips in Dentally - Unerupted teeth now present

Charting Tips

How to record a Perio exam, compare Perio exams, record double digits. Record Bleeding, Suppuration, Furcation. Bleeding & Plaque chart