Quick Charting

Quick Chart Menu

Video Quick Charting, Quick Plans, Quick Notes (EXACTv10.16)

The Quick Chart menu is a customisable hover menu that displays as you move your mouse cursor over the Tooth Chart,

It provides an information summary and the capability to quickly apply both Services and Quick Plans to the highlighted tooth.

As you apply Services and Quick Plans to the chart, EXACT adds them to a Course of Treatment below the chart.

Purpose

This is a dynamic hover menu that displays as you move your mouse cursor over each tooth in the chart.

Quick application of both services and Quick Plans to teeth:

Many dentists spend much of their working day on treatment plans and billing. The Quick Chart Menu is a productivity tool that directly improves efficiency in treatment planning by providing quick access to the services and Quick Plans that they use most frequently in charting.

How is it used?

Each dentist can customise the hover menu with the Services and Quick Plans most likely to be used in charting. Services / Quick Plans have a customisable icon, and Providers can hover the mouse cursor over an icon to see a summary tooltip.

This is a simple procedure, so Providers can even customise the menu for setting up treatments for individual patients.

Hover the mouse cursor over a tooth to display a hover menu with the charting history of the current tooth, and icons for applying Services and Quick Plans.

Apply a service or a Quick Plan to the tooth or the tooth surface(s). This graphically "applies" the treatment to the tooth and lists the treatment in the tooth history.

When applying Quick Plans, they list in the Course Of Treatment window according to a configuration setting - either they form a new COT or they insert at the current cursor position.

An important productivity tool

If you spend considerable time in treatment plans and billing, it is particularly useful to learn all Quick Chart Menu facilities in order to maximise productivity.

Features

The most significant features include:

An intuitive context-sensitive hover menu (Quick Chart Menu) enables quick application of Services and Quick Plans to teeth.
The applied Services and Quick Plans are automatically listed in the Course Of Treatment (COT)
The Quick Chart Menu is fully customisable:
- Automatically populate it with the most commonly used services, or add services can manually.
- Quickly alter the size of the menu grid and number of services shown.
- Delete services or drag them from the hover menu.
- Add new services to the hover menu by double-clicking them in the list.
- Reposition services in the hover menu or group them as required.
- Customise services with a different icon and/or colour, either via the hover menu, or using the Edit Service Item dialogue.
- Create custom tabs and populate them with Services / Quick Plans.
Hide or show the menu.
Historical tooth treatment displays on the menu.
Optional Autofill to populate the menu with most-used services.
Optionally copy one dentist Quick Chart Menu configuration to other dentists. This both facilitates quick setup and it enables your practice to standardise charting Services and Quick Plans. Copied configurations can still be customised.

Benefits

This Quick Chart Menu feature is available to all local EXACT users, and does not require registration.
Apply Services and Quick Plans to the chart without taking your attention off the chart.
The Quick Chart Menu is graphically intuitive, so it speeds and simplifies charting.
The tooth history per tooth is listed in the Quick Chart Menu, so you do not have to move away from the chart to read it; you can move quickly from tooth to tooth to scan the full history of all teeth.
For purposes of populating the Quick Chart Menu, EXACT identifies your most frequently used services and positions them at the top of service lists. You can also prompt EXACT to recalculate this calculation.
You can very quickly customise the Quick Chart Menu with a set of Services and Quick Plans that best apply to a particular users or subset of users.
As you apply Services and Quick Plans to teeth, they populate the Course Of Treatment with configured details, so on completion of charting the COT is already constructed.

Requirements

Quick Chart Menu is available from EXACT version 10.16.
Quick Plans and editable tabs can be used on the Quick Chart Menu from EXACT version 12.7
Services and Quick Plans need to be defined before they are available for applying via the menu.
Usage statistics are not available for new EXACT users.
Usage statistics define which services Autofill the menu, but they can only be defined if there is a working history of services usage; i.e. they can only be defined for existing EXACT users.
When existing users upgrade their software, an upgrade process analyses the practice chart data and compiles a list of the most used treatment and base chart codes for each user. This process considers parameters such as the last year's data for each user or their last 5000 service items usage.
In the Edit Service Item screen, a menu graphic should be assigned per service item, except for the chart graphic type, which has pre-configured menu graphics.

Using

Changes in EXACT v12.7

Customise the application tabs and add further tabs on the Quick Chart Menu

Example:

EXACT assigns icons during the initial software update

When you upgrade EXACT from v12.6 or earlier to v12.7 or later, your Quick Plans are automatically assigned icons.

For example, the Quick Plans tab in the Charting screen:

You still have the option to customise these, but they will retain the "Quick Plan identifier" as an overlay. For example:

Quick Plan tab in the Quick Chart Menu Configuration

Quick Plans are custom collections of services that can be applied in the same way as services.

The Configure Quick Chart Menu includes a Quick Plan tab with a list of Quick Plans:

Optionally sort the Quick Plan tab list by different means:

By Provider
By Type
By column header in the table

Populate the Quick Chart Menu with both Services and Quick Plans

Populate the Quick Chart Menu with Quick Plan icons as you do with Services:

You can mix Services and Quick Plans on the Quick Chart Menu:

Interaction of Quick Chart Menu and Details screen

From the Quick Plans tab in the Charting screen, double-click a Quick Plan to open the Details screen.

Change the Details screen as required and click OK to apply changes to the chart.

You can make further changes and click Cancel to cancel them (only the last OKed changes are retained in this window).

If you first select a tooth on the Chart and then open the Details screen, the screen will open with that tooth pre-selected:

Optional behaviour on Quick Plan double-click in the Quick Chart Menu

In the Quick Plan Wizard you can configure what happens when you double-click a Quick Plan icon in the Quick Chart Menu:

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, orAdd to end of current COT

Drag to populate the menu

Simply drag icons over existing icons to replace them

Copy one Provider's Quick Chart Menu to another Provider

To standardise in the practice, or simply to save time, you can replicate one Provider Quick Chart Menu across to another Provider.

For a new practice you can create once and then replicate to all Providers, who can then optionally customise their own Quick Charts.

Edit a Chart Item directly from the Quick Chart Menu

Double-click a Chart Item listed at the bottom of the Quick Chart Menu to open the editable Chart Item window.

(Note that if the item has already been charged, you can only edit it up until midnight of the current day.)

Configure different graphic icons directly from the Configure Quick Chart Menu window

From the Quick Chart Menu you can right-click > Configure, and then select graphic icons directly from the Configure Quick Chart Menu window:

Improved overlay by the Quick Chart Menu

The Quick Chart Menu historically partially overlaid parts of the tooth chart:

From EXACT v12.7 all teeth are always visible on the chart:

Menu Screen

The Quick Chart Menu hovers over the chart as you move your mouse cursor over teeth.

The menu applies to both Normal 5-8 surface charting and to the optional 16-surface charting, available from version 11 onwards.

All teeth are always visible on the chart:

The menu applies to the highlighted tooth only:

Each icon in the hover menu represents either a Service or a Quick Plan that can be quickly applied to the tooth.

If you hover over the icon you will see a tooltip identifying that service or Quick Plan.

Quick Plan icons are identifiable by a standard overlay: .

The Base menu:

The Treatment menu.

This menu also lists both Historical and Current Treatments for this tooth.

You can configure the menu with a set of icons that best apply per patient. So, for example, you may load the menu with crown and bridge services when planning treatment for one patient, and load the menu with cosmetic services for another patient.

You can hide or show this menu, and it is fully customisable:

Add or remove services depending on the treatment you are planning.
Change the icons and colours for services.
Change the size of the Base menu and the Treatment menu, to be able to display more or less icons.

Multiple colours for Historical Treatment:

Historical treatments are illustrated in different colours: