Use Operations / Quick Lists in Patient File

Once setup per the Setup Item Groups / Quick Lists, follow the below to use the lists on a patient.

Operations will only show in the tabs selected per the above steps. When selected from the Charting and Perio tabs, items will appear in Treatment Plan.

Charting Tab

A tooth must be selected to add an Operation to the Treatment tab, even if unrelated to a tooth.

1. Go to Patient Records > Charting tab (2D/3D)

2. Click a tooth surface in Treatment Required

3. Click the appropriate Operation on the menu

   1. Items will be entered on the Treatment Plan if selected Composition

   2. Window will appear to select relevant item to enter on Treatment Plan
      

Perio Tab

1. Go to Patient Records > Perio tab

2. Go to the menu > Select appropriate group

   1. Items will be entered on the Treatment Plan if selected Composition

   2. Window will appear to select relevant item to enter on Treatment Plan
      

Treatment Plan and Treatment Tabs

1. Go to Patient Records > Treatment Plan / Treatment tab

2. Go to Operations menu > Select appropriate group

   1. Items will be entered if selected Composition

   2. Window will appear to select relevant item