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babcockmorgan
Canine II

How can we make our charts toggle between Restorative and Notes

We have recently updated from version 16 to 19 and we are more than regretting this update.  In our version 16 clinical staff could open a chart and have the restorative screen in view. Then when clicking to add a note, the note box would appear. While actively typing notes clinical staff could toggle back and forth between the restorative chart view and the notes using the left bar and clicking on either of the labels in the options box. With this feature, clinical staff could easily review and chart all decay, restorative recommended treatment etc. Now with version 19 this is not an option. It is nearly impossible to document decay and or recommended restorative treatment without first reading the restorative screen, copying all the data to a piece of paper and then going into the notes and drafting the information. Our clinical staff and operatories do not have two screens as to screen shot and review that way. The only way we have found to get around this is to have the staff open the chart twice. (once thru the schedule and once thru the patient list) then because the chart is open twice they can jump back and forth between the two charts. This is extremely time consuming and silly. Was this feature really removed? How are other offices working around this missing feature?

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tshaw
Community Manager
Community Manager

Re: How can we make our charts toggle between Restorative and Notes

Hello @babcockmorgan , 

We apologize for the delayed response and frustrations. This is a known defect that we plan to resolve in a future release.  

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