Chart Planned Treatment without a Palette Button

Not all services have an associated palette button. However, any service may be charting using the Service Code lookup tool.

To chart an existing treatment using the Services button:

1. Select the desired tooth or teeth.
2. Click Services.
3. Locate the desired service:
   1. Select the radio button beside the desired search criteria.
   2. Type a keyword or code in the Look for field.
   3. Click Find.
4. Select the desired service and click Use.

   

5. Complete the Posting Details window.
6. Select the radio button beside Planned.
7. If the procedure was performed within the practice, clear the Other Provider check box and select the desired provider from the dropdown.

   

8. Click Save.

   The item appears in the graphical chart and chart details as appropriate.