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Chart Preferences

Solution : Click the + or the header to expand the section.

Eaglesoft's Practice Management program is customizable to fit the needs of your practice. Many of the settings you can customize are in the Practice Management Preferences menu accessed from File | Preferences .

Any preference marked with an Asterisk* are workstation specific and will not affect the entire office. If you wish to apply the same settings to your entire office, you will have to make the same changes on each Eaglesoft Preference screen or use the preference copy utility to apply to all network computers.

Warning: Altering the preferences will change the way the software operates. Please be sure you have discussed this with the office and/or doctor before making any changes to the preferences.

These Chart Items will show in the chart ledger even if they are unchecked. However, if Apply To Chart Ledger is checked then the items selected will be the only ones showing in the ledger.

• Completed - This is for any completed service (performed by your office) on the tooth.
• Existing - This is for an existing service (performed by another office).
• Condition - This is for any problem areas, such as cracks, abrasions, decay and so on, that may need to be watched.
• Accepted - This indicates the patient has accepted the proposed treatment.
• Referred - This indicates the marked tooth is referred to another doctor.
• Post To Walkout - This indicates the service is set to walkout.
• Proposed - This indicates the serivce is proposed.
• Rejected - This indicates the pateint has rejected the proposed treatment.

Select which Perio Charting items will display on patient's restorative chart.

• Use Quick Charting *
• • When charting, you may use services that can be charted without adding extra information. If this is the case, quick charting is an efficient tool to use. Select this checkbox to chart services automatically, without prompting information on the charted service.
  • Select to include the chart ledger when printing the chart.
  • Select this option to have Patient Alerts appear when opening the Chart window. A red cross will show in the chart if the patient has a Patient Alert attached automatically.
  • Will enable the system to assume all canals were included for all services involving roots.
  • Select this checkbox to view the permanent dentition for all patients by default in the Chart. This option pertains to new charts only. This option will not affect existing charts.
  Default Surface View

  Select if you wish to use summary or detailed surface view by default when entering treatment.
  

  When Charting Surface Codes on Multiple Teeth

  These options are only available when the Default Surface View is set to Detailed Surface Information. These preferences will be grayed out if Summary Surface Information is chosen.

  • Use Summary from First Tooth
    Select this option to apply the summary surface information entered for the first tooth in the series to all teeth in the series.
  • Use Anatomy from First Tooth
    Select this option to apply the anatomy detailed surface information entered for the first tooth in the series to all teeth in the series.
  • Use Detail Pattern from First Tooth
    Select this option to apply the detail pattern surface information entered for the first tooth in the series to all teeth in the series.
  • Prompt for Details When Anatomy Changes
    Select this option to prompt for details when anatomy changes are applied to the selected area.

  

  • Customizes the color designations to be used when charting each status.
  • To change the colors, click the color button next to the status you wish to change and select from the color wheel. Click OK .
    
    • Example:
  Charting Methods Use Solid Fill

  

  • When this option is checked, the service / conditions on the Chart window will display Draw Types with solid color fill for all statuses.
  • • Please see the preview of the tooth as example of what the chart window will show:
      • Example:
  Use Transparent on Planned
  • Available when Use Solid Fill is unchecked.
  • • Will display an overlay: Vertical lines for Existing or Conditions or Cross-Hatched lines for Proposed items on top of the Service Code color.
    • Once a service is completed, will display as a solid block using the Service Code color.
    • See Setting up Service Code Colors - FAQ 9616 .
    • For statuses of Referred, Walkout, Rejected, Proposed, and Accepted, you have the option of making the hatch transparent. To choose this option, click on the drop-down list box in the Preferences window and choose Use Transparent on. .
      
      • Example:
    • Hatch Width: You can also choose the width of the hatches by adjusting this number. This is located towards the bottom
      • Example:
  Use Service Color on Completed
  • This option is only available when Use Solid Fill is selected.
    • If you select this option, you will receive the following prompt. Click Yes to make the change to service code colors:

    

  • Once the box has been checked, the Completed Color will display as Service Color.
    
    • Example:
  • When charting, all draw type colors will display the color listed in the preference based on the status:
    • Ex: Proposed- Teal, Rejected: Red, Watch- Yellow, etc.
  • When the service code has been marked as completed, it will change to the color specific to the service code as specified in the Service Code Chart Setup.
    • See Service Code Colors - FAQ 9616 .

• Select this option to display the Chart ledger text using the associated status color.
  
  • Example:

This window allows you to preview the color / hatch setup. The teeth will be previewed in the upper right of the preference screen.

• Used to accurately define treatment by defining which detailed surfaces correspond to each summary surface when drawing in the chart.
• • Designations can be edited / customized for each of the five different tooth anatomy groups.

  

Each detailed surface can only be part of one summary surface.

Printed copies of this document are considered uncontrolled.
9804.Rev008 12.29.2020