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Practice Providers and Perio Charting Preferences

Sapna Maria Gomez
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Let us walk you through navigating Practice Providers Settings, where you can configure perio chart preferences. This assists providers in crafting personalized treatment plans by conducting a comprehensive assessment of the patient's periodontal health.

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Practice Providers

To get started, perform the steps below:

  • Navigate to the System Menu > Practice Providers under Operations.
  • The Provider's Names will be seen listed on the very left with a searchable field for easy access.
  • Click on the preferred provider's name to open up the settings for Provider Preference.
  • Click on Edit to begin configuring your Provider Preference.
  • You can also search for a Provider by their:
    • Short Name,
    • Provider Type
    • Specialty
    • Location
    • Phone
    • Email 
    • Status
  • Click View/Edit to view and make any changes to the Provider Preference.

Provider Preference

Hover over the i icon of Perio Preferences to view the following information.

  • Unselecting a parameter from "Perio Chart Settings" will also take effect in "Default Provider Settings" below.

Let's explore the settings for Practice Providers showcased on either side of the page.

Left-Hand Side:

  • Toggle the button to Enable Auto Advance.
  • Select/Deselect the specific Parameters you would like to auto advance. 
  • Capability to select from nine distinct Direction(s) for Probing.
    • The selected path will show in the Perio Chart upon the provider's login. 

Click here to learn more about Periodontal Charting.

Right-hand Side:

  • You can Select/Deselect parameters to copy from previous exam for Pocket Depths, Mobility, Furcation, etc. 
  • Print chart after finishing exam automates printing immediately after the exam ends. 
    • You can also opt to include a numeric chart.
  • Choose between bar graph, line graph, or both for your data display preference.
  • After configuring the preferences for the specific provider, click Save.
  • A toast notification will appear on the top right as, 'Provider Settings updated successfully.'

Practices can utilize this guide to explore the settings accessible for Practice Providers to establish Perio Charting Preferences.

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