Quick Charting is a useful to reduce number of clicks and be able to do it one area, speeding up the charting process.
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.
Before using Quick Charting its important to configure it - Quick Charting Configuration
Hiding and Showing the Quick Chart Menu
To hide the Quick Chart Menu
Right-click the Quick Chart and select Hide Quick Chart Menu:
To show the Quick Chart Menu
Move your cursor over the chart, right-click the yellow tooltip and select Show Quick Chart Menu:
Move the Quick Chart Menu Across the Chart
To move the Quick Chart Menu by means of the mouse
Drag your mouse left and right to move the menu horizontally only:
To move the Quick Chart Menu by means of the keyboard
Use the left and right arrow keys to cycle through the teeth over multiple rows.
Using Quick Charting
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:
These colours are set in the Service Item window:
Blue is the default colour for current / planned Treatment:
Planned treatment is shown by default in blue:
This colour can be customised: see Modifying Treatment Plan Settings
Assign Services to Teeth
To assign services to teeth in the chart
Either
Select a service as described above and left-click, right-click or double-click a tooth area to chart the service to that area,
- or -
Simply double-click the service to apply it
The service colour highlight will appear on the tooth.
While selected on the Quick Chart Menu this service is a toggle - click to apply and click again to remove the service, across multiple teeth.
Simultaneously, the service will be listed below the chart:
Because the service remains selected, click repeatedly to apply the same service to other teeth.
To remove a service from a tooth
(You must have the same service selected)
Check what service it is by hovering the mouse cursor over the service:
Select that same service from the Quick Chart Menu or from any other service list.
With that same service selected, left-click or right-click the service on the tooth to remove it.
Assign Services with Further Options
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:
or -
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 standard 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:
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.
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
Each time you apply the Quick Plan, it will populate the Course of Treatment below.
Create a new Course of Treatment
If configured with this option, the Quick Plan will create and populate a new COT tab below the tooth chart.