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If you double-click some services, they have further applicable options than a simple click.
In these cases, you will see instructions on the resulting pop-up screen. For example:
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Using Quick Plans in Quick Charting
EXACT allocates default graphic icons to Quick Plans so that, like Services, they can be selected from the graphical Quick Chart Menu. These icons are identifiable by a triple lined overlay to distinguish Quick Plans from standard services.
Your dental practice can optionally change these auto-allocated icons.
The Configure Quick Chart Menu window has a Quick Plans tab from which Quick Plans can be added to the Quick Chart Treatment (bottom) menu:
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The Treatment menu can therefore be populated with both Quick Plans and Services.
On the Quick Chart Menu, dentists can hover the mouse cursor over Quick Plans for a tooltip with the name of the Quick Plan and a summary of its treatment items.
Dentists add a Quick Plan to the currently-selected tooth, and the content of the Quick Plan is then either inserted into the current Course of Treatment below the chart, or it creates a new Course of Treatment (this option depends on a setting).
Your dental practice can copy Quick Chart Menus from one Provider to another, allowing for both practice standardisation and rapid creation of dentist Quick Chart Menus.
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Assign Quick Plans to Teeth
Move your cursor over the tooth chart to call up the Quick Chart Menu.
Double-click a Quick Plan icon in the Quick Chart Menu.
The behaviour on double-click now depends on a setting in the Quick Plan Wizard:
Create a new Course of Treatment using the Quick Plan
- or -
Add the Quick Plan to an existing Course of Treatment
Add to an existing COT
If configured to add to an existing COT, when you double-click it in the Quick Chart Menu, you will see a Where to add quick plan popup. Select either
Insert at cursor position, or
Add to end of current COT
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Each time you apply the Quick Plan, it will populate the Course of Treatment below.