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mbusinelle
Premolar I

BUTTONS IN CHARTING

Is there a way to have a button in the charting module for referring out patients.  For example:  The patient has tooth #5 and #12, but we are referring them out for extraction.  Is there something that will show up on charting letting other staff know these were referred out for ext?  

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tshaw
Community Manager
Community Manager

Re: BUTTONS IN CHARTING

Hi @mbusinelle

Let me tag a few people that may have suggestions, if they don't have any I'll make sure to add it to our product ideas area for the development team.  

@debi_peterson @tsalcido do either of you have any suggestions for this? 

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tsalcido
CS Dental Employee
CS Dental Employee

Re: BUTTONS IN CHARTING

You can create a Referral Note that displays characters on the tooth. (This is a little long so pull the edge out in the lower right corner to see more content)

Referral to Endo

tsalcido_2-1625183908310.png

 To create note

1. Click on Note button in chart

tsalcido_3-1625184056376.png

2. Click Define new button

tsalcido_4-1625184073912.png

3. Create Grouping and Summary 

tsalcido_8-1625184535880.png

4. Create character. I clicked to display as bold font.

tsalcido_9-1625184548568.png

5. Choose where to dsiplay the characters.

tsalcido_7-1625184187485.png

6. Click Ok to save and close the notes

**Time to Test**

1. Select a tooth on chart

2. Click the note button and choose the referral

3. Click OK

4. Enter any additional informtion in text or not. click

**Create a button for Referrals**

1. Right click on your button pallate and add a button

tsalcido_10-1625184672568.png

2. Click User Defined Button

tsalcido_11-1625184716922.png

3.  Click Define new

tsalcido_4-1625184073912.png

4. Add a simple name like Referral and click OK

tsalcido_12-1625184793879.png

5. Continue to click ok to each window until you see your new button. 

6. Right click on your button and click Define Autolinks

tsalcido_13-1625184914505.png

7. Click ADD

8. Select Response Type as Add note to patient and click OK

tsalcido_14-1625184941772.png

9.Select one note at a time to connect to the button. Click ok 

tsalcido_15-1625184981038.png

10. Click Yes, ask each time

tsalcido_17-1625185036140.png

11. Click OK to the window

12. Click yes to No Content Selected

tsalcido_18-1625185122303.png

13. Repeat the above steps to add all referral note types. 

14. When finsihed with step#13 close the reponse window

15. Test your button by selecting a tooth and you will see the following. 

tsalcido_19-1625185262609.png

**Remeber this is a note and will behave a such. A note can be edited today. When ready to remove from tooth or teeth you will have to correct entry and remove entry per item.**

tsalcido_21-1625185373108.png

 

 

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