Charting

New Method

Baseline Charting

1) A brand new patient will only show the baseline. As seen below

2) Click on the tooth surface you wish to chart.

Select the tooth surface you wish to chart onto The blue is indicating the surface that is currently selected to chart onto.	Search for a treatment you wish to chart. Then click the green plus button next to the item to chart your desired item onto the chosen tooth surface.	These are five chartable tooth states. If you are unsure what they are representing, hover over to see more information.	This shows what is present on that specific tooth you have selected. It also shows what is proposed treatment for that tooth.

3) Mark the tooth surfaces you wish to chart onto, the marked surfaces will appear in blue. Then click the green plus button to add the treatment or defect.

This can be seen below, where i have added established caries onto the upper left 5, this has been added to the MOD tooth surface.

4) Marking the teeth as either one of Missing, Erupted, Unerupted, Partiallyrupted, Gap Closed or Sound.

Right click on the tooth surface, then click from any of the tick boxes seen below. If you are unsure what any of the symbols mean, you can hover over them to give a description.

Proposing Treatment

1) To propose treatment, you will have to open a new treatment plan. To do this click on "New Treatment Plan" button

2) Check the details displayed here is correct. The drop down at the bottom is this practitioner's templates, you don't have to insert these. But they are fully customisable. (Customisable Templates)

3) The proposals rows should now appear.

You can propose treatment on these rows, so then it will not directly appear on the baseline without making the treatment as done.

4) Charting on the proposal line is exactly the same as charting on the base line.

Click onto the tooth surface you want to mark the treatment for, then the box below will pop up.

I have proposed treatment for the upper left 5 which already had established caries on MOD. Pearl will automatically pick up the effected tooth surface and it will recommend a likely course of action.

I have proposed an Amalgam Filling on the upper left 5 MOD to sort the established caries.

Below is how the proposed treatment should look on the chart.

Click And Drag

1) On the left of the chart you can see a search box. This box works the same as find a patient, you start typing and Pearl will automatically start the search. This can be changed between treatments and defects with the two boxes under search.

2) Once you have found the treatment or defect, click and hold onto the item you want. Then drag and drop it onto the tooth surface you want.

If you choose a treatment that requires tooth surface selection, the box below will appear.

Customisable Favourites

1) Click the star next to the search box. Depending on if Treatment or Defects box is clicked is what favourite list will appear.

2) The green plus button will add favourites to the list.

The red X will remove favourites from the list

The up and down arrows will reorder the sequence in which you see the favourites.

Old Method

Baseline Charting

1) This is a brand new patient as you can see below

2) Click on the tooth you wish to chart. This will show you a list that is broken down into sections

- Favourites (Customised Favourites, see above)

- Quick Selects (Missing, Deciduous, Unerupted, Partially Erupted, Gap Closed & Sound

- Defects

- Treatments

3) Click onto one of the options from that list (select a tooth surface if necessary

Proposing Treatment

1) To propose treatment, you will have to open a new treatment plan. To do this click on "New Treatment Plan" button

2) Check the details displayed here is correct. The drop down at the bottom is this practitioner's templates, you don't have to insert these. But they are fully customisable. (Customisable Templates)

3) The proposals rows should now appear.

You can propose treatment on these rows, so then it will not directly appear on the baseline without making the treatment as done.

4) Charting on the proposal line is exactly the same as charting on the base line.

Click onto the tooth you want to mark the treatment for, then the list will show.

As you can see above. I charted an Amalgam Filling on the UL5. Pearl automatically knew that you were proposing treatment to deal with established caries on MO. You can see this with the light symbol on the MO.

Sending The Treatment Plan To The Patient

1) Click the Print Private Plan Button under the chart. Click the estimate button.

(Click PearlPad button if you wish the patient to sign the plan digitally)

2) You can choose from emailing or printing the plan at the top of the report.

Closing The Treatment Plan

Marking Items As Done

Click the box next to the treatment item, then a date will appear

If there is quite a lot of treatment items attached to this plan, click the mark all treatment items as done box below

Closing The Treatment Plan And Billing The Patient (Private)

1) Click the T/C button at the bottom right of the treatment plan.

2) the complete treatment box allows us to double check some vital areas of the treatment plan, once happy click tick in the bottom right.

Closing The Treatment Plan And Billing The Patient (NHS)

1) Click the T/C button at the bottom right of the treatment plan.

2) The complete treatment box allows you to check vital areas of the treatment plan. Then allows you to auto create an FP17, keep that box ticked. Click the tick in the bottom right once you are happy.

3) The FP17 will appear already populated with what has been filled out on the treatment plan. All you are required to do is double check the form, then click check and sign at the top right

Reopening and Deleting Plans

1) Once a plan is closed. To reopen a closed plan click the edit button on the plan.

2) Once a plan is open, unbill all of the done items, untick done from all of the treatment items. Then click the red x and it will let you delete the whole plan.

Charting FAQ

Q) How do I know if I am charting treatment for an NHS or Private patient?

There is a few signs. Firstly check the status of the patient on the Patient Appointment Snapshot Secondly check to see if there is any banding at the bottom or if any NHS boxes are ticked on the treatment plan.

Q) How can I add more chartable items that are not in Pearl?

Click the cog in the bottom left which will open the Setup Treatment List

Q) How do I know if the plan is open or closed?

On the far left under the chart, it will show you who the treatment plan is with and if it is open or closed.

Q) How do I add non chartable items?

Click the add item box in the bottom left, all of the items in this list are non chartable.

Q) How do I switch between the charting methods?

Above the proposal line there is a cog, click that and you will be able to change between charting methods

Q) How do I change practitioners?

Click the change practitioner button under the chart

Q) How do I change the tooth states on mass?

Click the Preset Tooth States button at the top right of the chart.