Treatment Card provides a quick overview of all treatment information for a patient. It helps providers stay updated, make quick decisions, and improve coordination during the patient visit without navigating to the clinical chart.
Topics Covered
Create a Treatment Card Layout
Let's explore how to create a treatment card layout.
- Navigate to the System Menu > select Practice Settings > Ortho > Treatment Card.
To add a new treatment card,
- Click +Add New on the top right.
In the Basic Information section,
- Enter the Layout Name.
- Enter the Description, if any.
In the Card Fields section,
- You can view the system fields in the grid.
- Click and drag the intended fields to rearrange the order as required.
- Click the pin icon to pin a field to the beginning.
- The card is displayed in the same order as seen in the grid.
- Click Edit to modify the field.
- Click Mark as Inactive to deactivate the field.
- To add a new custom field, click +Add Field.
- Enter the Field Name.
- Enter the Description, if any.
- Select Yes, to mark the field as Mandatory.
- Select the Field Type as required (System or Custom).
- Based on your selection, additional field options will appear.
- For example, if you select a Custom → Multi-select Dropdown, enter the required drop down values.
- Click +Add Field to add more values.
- To Prefill from previous entry, select Yes.
- Select a Default Value, if required.
- Click Save.
In the Card Preview section,
- You can preview the treatment card.
- Click and drag the column header to resize the column as required.
- Click Save, to finalize.
Add Treatment Card for a Patient
Once a treatment card template is created, you can add it to a patient's profile.
- Select the patient using the Global Search Bar.
- Hover over Ortho > select Treatment Card.
If an ortho case is not created, click here to learn how to create an ortho case.
When an ortho case is created, the Treatment Card section opens.
- Select the desired Treatment Card template from the drop down.
- Click +New Visit to add a visit.
- Fill in the required information such as Appointment, Orthodontist, Dental Assistant etc.,.
- Fields are displayed based on the selected template.
- Click the checkmark to save the changes.
- Click the Lock icon to secure the entry and prevent any further changes.
- You can unlock it as required.
- Click the three dot menu and select Edit, Delete or Duplicate as required.
- Click +Next Visit to add details for a subsequent visit.
- Click +Emergency Visit to mark the visit as an emergency.
- Click +New Care Note to add a care note.
- Click Expand All Cells to view the cells in an expanded format.
- Click Show Chart to open the Ortho Chart.
- Click Show Images to open the Ortho Images.
- Click Show/Hide Inactive columns to view the inactive columns.
- Select the required fields to add them to the Treatment Card.
- Note: Columns in the Treatment Card can be activated or inactivated from Practice Settings, even if they are currently in use. Any changes made will be reflected in the Treatment Card.
Practices can use this guide to learn how to create a treatment card layout and add a treatment card for a patient.