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Charting
Charting in Dentally, all you need to know!
ACharting Overview
A quick overview of your Dentally chart tab
Charting OverviewAn overview of how to chart treatments, treatment history, BPE, upload Images and radiographs.
Charting in Australia 🇦🇺Australia specific article 🇦🇺 - Charting Essentials
Charting in New Zealand 🇳🇿The treatment chart is where you add treatments to be performed on the patient. New Zealand specific article 🇳🇿
Charting in Canada 🇨🇦
Charting Tools
Learn about all the tools at your disposal in Dentally...
Reordering Appointments and Treatment Items at DentallyHow to change the order of treatments and appointments within a treatment plan
How to edit treatment itemsEditing treatment items on your chart screen from settings. Adjusting the price and length of a treatment.
Condensed ChartingChange my Chart Screen, How to turn on Condensed Charting, What is Condensed Charting, Using Base chart with Condensed Charting.
Hover ChartingHow to enable / disable and use hover charting
Uploading Digital X-Rays or PhotographsHow to upload digital X-rays to a patient's record, x-ray software.
Recording a Baseline ChartHow to record a Baseline Chart with adult, child and mixed dentition
How to set up treatment plan templatesLearn how to create personal or shared Treatment Plan Templates, why you should use them and how to remove them.
How to add new treatment itemsHow to add new treatments and to your treatment list, a full breakdown of each treatment item setting.
Managing Treatment Categories in DentallyHow to add, edit and reorder your treatment categories.
Treatment Plan Settings - Renaming and Cloning.Let's take a look at how to rename and clone a treatment plan on your patient's chart screen.
Multi-Surface Updating - Australia 🇦🇺Dentists can now opt in to allow easier multi-surface updating - Australia specific 🇦🇺
Clinical Notes
Personal or Practice? The choice is yours. Learn about both here
Add clinical notes to a closed treatment planHow to add or edit clinical notes to a closed course of treatment
New unsaved changes on chart promptWhy am I seeing a message about saving my clinical notes?
Personal Clinical Notes TemplatesHow to set up clinical notes templates for personal use by practitioners?
Clinical history side panelDiscover the new clinical history side panel and how it works in Dentally.
Practice Clinical Notes TemplatesHow to create, edit & use clinical note templates across your practice?
Clinical notes templates selection screenAs of June 2023, you will be able to access your new clinical notes templates screen for a smoother and more efficient experience
Treatment Planning
Treatment planning, estimates and region specific information
COVID-19 Assessment Treatment TemplateDownload and install the COVID-19 Treatment template
Sterilisation tracking codesProvides the practices with the ability to document sterilised instrument codes in a patient record - APAC Only
Completing Treatments: Practitioner Name ChangeCompleting treatments assigned to a different practitioner
Creating a Treatment Plan - New Zealand 🇳🇿How to create a new treatment plan. Including how to add, edit and submit treatments and estimates. New Zealand-specific article 🇳🇿
Creating a Treatment Plan - Australia 🇦🇺How to create a new Treatment Plan. Including adding, changing and submitting treatments. Australia-specific article 🇦🇺
How to use treatment plan templatesHow to use treatment plans and dental charting templates? How to chart multiple treatments and appointments with a single click?
Deleting a Treatment PlanHow to delete a Treatment Plan
Creating a Treatment PlanHow to create a new Treatment Plan, add new treatments, change treatments, add appointments, create estimates, submit & complete
Creating custom fields in Treatment ItemsCreating custom fields to populate treatment items with pre-existing information. Save time with charting.
Creating an EstimateLet's look at creating, printing and emailing estimates as well as how to add a zero value item to an estimate.
Treatment Planning User Interface Updates - Oct 2023These changes came into effect as of Oct 2023 and were the first phase in a series of changes to enhance the Dentally Charting experience.
Perio Charting
Information on BPE, BEWE and Periodontal examinations
BEWE ExaminationsHow to chart a BEWE examination
Charting a BPE in Australia🇦🇺How to chart a BPE. Australia-specific article 🇦🇺
Charting a BPEHow to chart a BPE
Charting a Perio exam - Periodontal chartingHow to record a perio exam, compare exams and record double digits. Record bleeding, suppuration & furcation as part of your perio charting.
Adjusting Perio Exam Settings
Adjusting Perio Exam View
Comparing Perio ExamsFind out how you can easily compare Perio exams.
FAQs
Your charting FAQs
Charting Tips in Dentally - Changing a treatment's charting iconHow to change a treatment's charting icon.
Charting Tips in Dentally - Charting a Treatment Across Multiple TeethHow to chart a treatment across multiple teeth.
Charting Tips in Dentally - Charting a Filling Across Multiple SurfacesHow to chart a filling across multiple surfaces
Add a Telephone Assessment to DentallyLets take a look at how to set up a telephone assessment appointment in Dentally.
Charting Tips in Dentally - Delete a previously charted itemHow to delete a previously charted treatment item
Charting Tips in Dentally - Final Tooth TreatmentsHow to chart final tooth treatments, reset tooth, tooth no longer present
Charting Tips in Dentally - Unerupted teeth now presentTips to make charting easier in Dentally - mark unerupted tooth as now present
How to favourite treatment items and navigate treatment searchLet's take a look at how you can navigate around your treatment list and how to add new treatments to your favourites.
DTX not launchingWhat to do if DTX is not launching.