Adding Chart Information onto a Letter

Presentation Manager gives users the ability to add charting information onto a patient letter. This can be setup to automatically bring in the most recent patient information or provide a placeholder for the user to manually pick and choose before printing/emailing the letter

When editing or previewing a Presentation Manager document you will see in the top left the editing section. To add charting information click on the Charts tab.

You will now have three options, Ondontogram (Tooth Chart), Treatment (COT view), Chart (Smile chart).

Use this tab to insert patient clinical information at the current position in the template (each patient will see their own graphics in the resulting document output).

If you are editing the template you can either add placeholder or set for the most Recent Patient Information to be entered automatically

The Add Recent Patient Information option informs EXACT to populate the template with the most recently recorded content for the patient , such as the patient's latest chart. For example:

The Placeholder is generic "dummy" content that the clinician can later manually swap out when dealing with a patient and looking at the patient's document. For example:

NOTE: Be aware that the printable page area occupied by Treatment varies considerably. It could for example fit on a page for one patient but run over a page for another patient, so the document may need to be reviewed before emailing and printing.

Odontogram:

The Odontogram is a representative map of the teeth. Once you add it at the cursor position, you can resize or move it as with any other image in MS Word.

Treatment Plan:

When you add Treatment you may see further options in a popup window (Basic Detail, Medium Detail and Advanced Detail)

NOTE: Be aware that the printable page area occupied by Treatment varies considerably. It could for example fit on a page for one patient but run over a page for another patient, so the document may need to be reviewed before emailing and printing.

Smile Chart:

The Smile Chart is a photo of the smile alongside a diagram of the upper and lower jaw, marked with the patient's treatment to be done.

3D Chart:

The dropdown menu offers a 3D chart option:

If you are previewing the document you can enter information to any placeholder by clicking and highlight the placeholder and then using Charts tab section choose option Select Patient Information to add in the chosen information. You can also ask it to populate it with the Recent Patient Information

If a placeholder is not selected then it will add the chosen information to the current position in the document.