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==Opt-In To Use The New Clickable Surface Charting ==
==Opt-in to use the new Clickable Surface charting ==
We introduced a new charting method which now can be enabled when navigating to the charting after this update. If you have not already got this enabled, give it a try!
We introduced a new charting method which now can be enabled when navigating to the charting after this update. If you have not already got this enabled, give it a try!
[[File:Use alternate Charting setting.png|center|frameless|534x534px]]
===Setting Up ===
===Setting Up ===
The Click-To-Chart system will allow users to click on the surface of a tooth instead of navigating the long charting menus.
The Click-To-Chart system will allow users to click on the surface of a tooth instead of navigating the long charting menus.
[[File:Charting Alt - present option.png|center|frameless|548x548px]]
[[File:Charting Alt - drag drop treatment.png|center|frameless]]


== Appointment Icons To Show Pending Tasks & COVID Assessments ==
== Appointment Icons To Show Pending Tasks & COVID Assessments ==
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=== Information Symbol ===
=== Information Symbol ===
[[File:Appointment Info Symbol.png|frameless]] This shows completed requests. Hover over the appointment to view more details.
[[File:Appointment Info Symbol.png|frameless]] This shows completed requests. Hover over the appointment to view more details.
[[File:Diary - Appointment.png|center|frameless]]
[[File:Appointment tooltip.png|center|frameless]]


== Capture Orthodontic Details For New Patient Records ==
== Capture Orthodontic Details For New Patient Records ==
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This can also be forcibly required by going Settings > Practice Settings > General > New Patient Ortho Details Required.
This can also be forcibly required by going Settings > Practice Settings > General > New Patient Ortho Details Required.
[[File:Add new patient - Orthodontic info.png|center|frameless|727x727px]]


== Other Changes ==
== Other Changes ==

Revision as of 14:55, 11 October 2022



A refreshing reminder about the new and improved charting method, a more detailed tooltip and new symbols on appointments, input orthodontic information on new patient records and more!

Opt-in to use the new Clickable Surface charting

We introduced a new charting method which now can be enabled when navigating to the charting after this update. If you have not already got this enabled, give it a try!

Use alternate Charting setting.png

Setting Up

The Click-To-Chart system will allow users to click on the surface of a tooth instead of navigating the long charting menus.

Charting Alt - present option.png


Charting Alt - drag drop treatment.png

Appointment Icons To Show Pending Tasks & COVID Assessments

Appointments in the diary will now show additional information before arrival. Simply hover your mouse cursor over the appointment to reveal more.


As a reminder, you can disable all COVID features by heading to Settings > Practice Settings > General then disable COVID features if not required.

Warning Symbol

Appointment Warning Symbol.png This shows patients with incomplete COVID and Pearl Portal requests or a COVID assessment with potential risks of infection.

Information Symbol

Appointment Info Symbol.png This shows completed requests. Hover over the appointment to view more details.

Diary - Appointment.png


Appointment tooltip.png

Capture Orthodontic Details For New Patient Records

Orthodontic practices, you can now enter a referral date, status and patient type upon creating a new record.


This can also be forcibly required by going Settings > Practice Settings > General > New Patient Ortho Details Required.

Add new patient - Orthodontic info.png

Other Changes

  • Claims for patients with no recall month value will now use the practice default to be valid for transmission
  • You are now no longer prevented from entering a file name on the scanning documents window
  • Moving appointments via drag and drop will no longer show a warning for edited appointments
  • Added an additional permissions section for creating, editing and deleting appointments + planned appointments
  • TAPI Phone integrations with a single phone line will now have the phone selected on login.