Chart findings and plan treatment

Tap the tooth, record what you found, build the plan, present it, download the quote, record the answer.

Who
Dentist
When
Each examination
Where
a patientChartPlans
  1. 1

    Open Chart from the patient record. Choose Adult teeth or Baby teeth. Tap a tooth.

    chart
    chart
  2. 2

    What did you find? Pick the chip (decay, fracture, abscess, or work already there, or Missing / Extracted). Tick the surfaces. Choose Already there, Needs doing or Done today. Tap Add to tooth ….

    chart-tooth
    chart-tooth
  3. 3

    Build the plan: PlansStart a new plan → under Add work to this plan add each procedure with tooth, surfaces, price and phase, tap Add to plan. The From the tooth chart card lists what is still open.

    plan
    plan
  4. 4

    Present it: walk the patient through it on the screen, tap Mark as presented. Tap Download quote and send the PDF on Messenger so they can decide at home.

  5. 5

    Record the decision: Patient accepted or Patient declined. Accepted items become one-tap chips on the next visit.

Ask the assistant

Answers from this guide, in plain English. Usually under a minute.

It only knows what is in this guide and never sees patient records. Not answered? Search or message the J.A.H team.