Chart an Existing Treatment Using a Palette Button

The palette is the easiest way to chart clinical elements, including existing treatments. The palette buttons link directly to specific services that can be used to chart the patient's existing treatments.

To chart an existing treatment with a palette button:

1. Select the desired tooth or teeth.
2. Click the desired service from the palette.

   

3. Complete the Posting Details window.
   1. Click the radio button beside Existing.
   2. If the procedure was performed within the practice, clear the Other Provider check box and select the desired provider from the dropdown.

      

4. Click Save.

   The entry appears graphically in the color selected by the practice, typically green, and in the chart details section.