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susihomestead54
Canine III

Charting previous in house work that is not appearing on the restorative chart BUT appears in Clinical History

Hello!  I am a new RDH, new to Softdent and our office is in the process of going paperless.  I have noticed that on many patients that have been part of our practice for many years that PREVIOUS IN HOUSE work that has been billed out and APPEARS IN CLINICAL HISTORY tab does NOT appear on the restorative chart.  HOW do I chart this work without it billing out?  I do not want it to appear as OUT HOUSE work!  Thank you in advance for your help!

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Anon
Not applicable

Please send me your contact information and I will connect with you and look at it albert.keith@Carestream.com

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Anon
Not applicable

Did you look at the check boxes in charting display in boittom right and see if they are checked

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Anon
Not applicable

Kelly, the patient has an initial chart & restorative, active restorative chart that shows outside work, inside work, when selecting the TP you can view TP 1, 2 or 3 it will also show on the restorative tab.  The initial chart will only be blank if nothing was charted, if you chart existing, those procedures will show up then select Inside Work for the selected items to show up in blue without being billed.  I hope this clarifies some of your questions.

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danelle_canales
CS Dental Employee
CS Dental Employee

Hi Kelly!  

Let me ask you this: is it specific procedures that are not showing, or all previously charted work?  Is it the same for every patient?   I ask, because I have experienced situations in the past where the codes have changed and/or the office was using codes that were not set up to chart graphics, so I'm hoping understanding your situation will better help us to correct it.  If you have some specific patient examples, that will help us tremendously to troubleshoot.  

Also, as Meryl just pointed out, you CAN post work that will show in blue (inside work) but not charge the patient - you need to use the Chart Mode toolbar to set your mode to Initial Chart - Inside Work.  

Please note, when you initially select this mode the chart will temporarily appear blank as all work performed in your office is hidden (because it was done after the initial visit, and the chart is displaying as it did at the first visit) however, after adding the procedures, once you go back to the current chart mode everything else will re-appear.  

Hope this helps! 

Danelle

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Danelle,
I am revisiting this issue and I would like to further discuss this with you. So what I have noticed is that the work that is NOT appearing on the restorative chart most of it WAS in fact done in our office and it appears under Clinical History Tab but the tooth on the restorative chart does not reflect the procedure and these date back to the years of mid 1990's thru about 2002. So if a MOD was placed in 1999 and appears under Clinical History but not on the restorative chart ... how do I now make it appear on the restorative chart in blue without charging the patient and without it appearing again under the Clinical History Tab with the date that I am making this update? Thanks Kelly
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Hi Danelle,

This is a situation with patients that we have had for many years, on work that was done several years ago.  I have noticed that if it was work done within that past say 3-5 years it the restorative work appears, if it was done say in the late 90's early 2000 it does not show up.  As I mentioned to Jeff I am new to Softdent, our office is working at becoming totally paperless.  On the clinical side we are not and since I am the newbee  I thought well I will just jump in and make sure that each and every patient I see that at least their restorative chart is totally up to date and then move on to perio ect....  I am wondering if back in the time-frame that I am speaking of our office did not have the codes set up to chart the work in blue on the patients restorative chart....when I scroll down under the Clinical History those restorations do appear!

When I tried charting the work as "Inside" it was coming up to be billed out (charging the patient) so I quickly deleted those entries because I certainly do not want to mess THAT UP!!!

So when I get to work tomorrow I will try the suggestion that you and Meryl are speaking of:

Chart Mode

Inside Work

Initial Chart

It will appear blank, add my entries, save and then go back to current chart and everything should appear and what I just entered will not be billed out.

*The only thing that is confusing me is how many charts does a patient have I would think that they should only have one.  That the initial chart gets carried over to the current chart?  I am not at work today so not being in front of the computer I am getting a little confused.  I will try all this tomorrow and keep you posted!!!

I hope this works!!!!

Thank you so much for reaching out to me I greatly appreciate it!

Kelly

Anon
Not applicable

Just a thought; is it possible that the procedures you are looking to "see" as Inside Work do not show graphically?  Such as scaling and root planning?

This is a work around but gives you the "look" you are asking for; but you could try adding "Inside Work" procedures to Initial chart, they will show up blue but not be billed out. In a clinical note you could note how and why those were added. 

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Hi Meryl!

No, I am not speaking of scaling and root planning, I am speaking of restorative work such as crowns, composites, pontics, things of that nature.

I will look into your suggestion regarding adding as "Inside Work" to the initial chart.  Also when you say "initial chart" would a patient have more than ONE chart? And WHY?

Thank you so much for reaching out!

Kelly

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FormerPLM
Premolar III

Hi Kelly,

Let me add a few people here and see if they can help.  Thank you.

softdentgirl

d.canales

bert

mwieder

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FormerPLM
Premolar III

Hello Kelly and LaVonne,

Did Mary Beth's response help?  

Thank you,

Jeff

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Hi Jeff,

Thank you for the follow up.  Unfortunately no, Mary Beth's suggested did not help as Chart History Transactions is and was already selected... below is my response to Mary Beth...

Hi Mary Beth,

I am sorry to say that your suggestion did not work.  Chart History Transactions is and was already selected.  I am now trying to figure out IF there was a YEAR when the prior years the transactions stopped appearing on the restorative chart...am I making sense?  OR...could it be something to do with the patient's insurance changing? I do not know I am just learning this system as I mentioned...so my understanding is that when a restoration is complete/transaction complete...it shows up on the restorative chart...YES???????  And what change has occurred with Softdent where PREVIOUS transaction will not appear.  For me this is not an isolated incidence...this is an issue for many of our patient's charts (those that have been with us for many years)

I am unsure of how to proceed.  If I chart it as in-house it will re-bill the patient.  I want it to appear as IN House so that at a quick glance at the restorative I can see that it was a restoration that WE DID.

Thank you in advance for any and all help!

Kelly

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mbw1228
CS Dental Employee
CS Dental Employee

Kelly - it may just be that those transactions have been compressed, if that is the case on your computer, open any patient chart, select Chart>Options>make sure CHART HISTORY TRANSACTIONS is selected. This is a workstation specific setting.

Hi Mary Beth,

I am sorry to say that your suggestion did not work.  Chart History Transactions is and was already selected.  I am now trying to figure out IF there was a YEAR when the prior years the transactions stopped appearing on the restorative chart...am I making sense?  OR...could it be something to do with the patient's insurance changing? I do not know I am just learning this system as I mentioned...so my understanding is that when a restoration is complete/transaction complete...it shows up on the restorative chart...YES???????  And what change has occurred with Softdent where PREVIOUS transaction will not appear.  For me this is not an isolated incidence...this is an issue for many of our patient's charts (those that have been with us for many years)

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lverne
Canine II

We too have this problem.  Years ago there used to be an option in charting under chart, chart properties, that you could pick so that it in house procedures would not automatically go to the patient ledger.  For some reason they took that option away so we have had to chart procedures as outside work and check the patient clinical notes or ledger if there is a question whether we performed the work or not, not very practical.  I have asked several times why this was taken away and no one seems to remember this option. We have had softdent for over 20 years and it definitely was there.    I have given up, thinking maybe this was just a  problem we were having.  

Maybe there will be something in the future to correct this.

Hi LaVonne...Thank you for reaching out...Ok so I am not alone in this...today I did what Mary Beth suggested...Chart History Transactions was already selected...this is frustrating...

Kelly

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