Setup Item Groups / Quick Lists

Items of treatment that are not chartable can be added as an Operation to the Charting, Perio, Treatment Plan and Treatment tabs. They are then selected as a group rather than individual items, making it a faster way to enter treatment.

For example: An exam, scale and clean, fluoride & x-rays as a group (011, 114, 121, 022, 037)

1. Click the navigation menu > Location Setup > Operations page

2. Click Add Category

   1. Category: Enter the name of the category, e.g. Examination

   2. Charting / Treat Plan / Perio / Treat: Tick tabs to show this category

3. Click Add Group

   1. Group: Enter the name of the group, e.g. Exam

4. Click Add Operation

   1. Operation: Enter the name of the operation, e.g. Initial examination Adult

   2. Code: Type in a code for this operation

   3. ToolBar Icon: Select to show an icon in selected tabs for this group

   4. Type: Select the method of item entry in selected tabs

      1. Composition: All included items will auto-input to patients file when prompted

      2. Single Item: User selects one item from a list to enter in the patients file

5. Click Add New 

   1. Select items to include in the group

   2. Click OK

6. Times: Increase the number if selected item should be entered multiple times.

   1. To add the same item multiple times rather than increase the Times/Quantity, click Add New and select the same item again

      

Links:

Use Operations / Quick Lists in Patient File