The Care Panel in CareStack is a customizable feature that allows you to set up a list of your favorite codes, notes, conditions, and much more for easy access during dental charting. You can add a new Care Panel Type according to your preferences, so the most frequently used items are readily available. This feature is designed to streamline your workflow by providing shortcuts to the tools and information you use most often on the Dental Charting page. To know more about adding codes for dental charting, click here.
Let's explore how to add a new care panel type and utilize the care panel for dental charting.
Topics Covered
- Add a New Care Panel Type
- Utilize Care Panel for Charting
- Set Up Default Care Panel Type
- Permissions
Watch this video for a quick walkthrough.
To add a new care panel type and configure it, perform the steps below.
- Navigate to the System Menu >select Practice Settings > Clinical > Care Panel.
Here you can manage all existing care panel types on the left. Click on the Pencil icon to edit a care panel type, if needed.
- To add a new care panel type, click +Add New Care Panel.
- Enter Panel Name.
- Choose if you want to Create new panel or Copy from existing panel.
- If you choose Copy from Existing Panel, the Copy From option will appear, allowing you to select the desired panel type.
- Click Create.
- The new care panel type will be created and added to the list on the left.
- Under the Panel Buttons section, click on the intended slots.
- Enter the required details under the Button Details section.
- Name: Enter a name for the care panel type.
- Type: Choose the type of button. For example, Procedure Codes, Condition, Notes, etc.
- Items: Select the required items according to the selected type. For example, if you have selected Procedure Code as the Type of button, then you need to choose the codes.
- Click Save.
Similarly, you can fill up all panel buttons according to your preferences. When you open the new care panel type in the Clinical Chart, and all these panel buttons will be ready to use.
Click Delete to delete the desired Care Panel.
A Confirm Delete warning modal appears.
- Click Delete to delete the Care Panel.
- Click Cancel to discard.
To utilize the care panel, perform the steps below.
- Select a patient using the Global Search bar.
- Hover over Clinical > select Chart.
- Select the Care Panel Type of your choice from the Care Panel section on the right.
- If you have created a new one, use the keywords to Search for it.
- Select a Tooth from the chart.
- Click on the intended panel button based on your requirement.
For example, if you need to add explosion codes to a tooth, you can select the tooth from the chart and click on the configured explosion code panel button from your care panel type. The Ortho Codes slide-out will open up where you can add treatments easily.
To set up a default care panel type which will be automatically selected whenever you are using the dental chart, perform the steps below.
- Navigate to the System Menu > User Settings.
- Click Edit on the General Settings section.
- Select the required care panel type from the Default Favorites Care Panel drop-down menu.
- Click Save.
To enable Permissions for the Care Panel:
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Practice Settings.
- Under Clinical Settings, select the required permissions for Care Panel.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this simple guide to learn all about setting up a new care panel in CareStack.
Click here to explore the complete list of permissions and their descriptions.