Medical history and the dental chart
The questionnaire, allergies, the medical alert, and how the odontogram works.
Both live inside a patient’s record, a tab away from everything else.
Medical history
The full questionnaire, plus two things that get their own fields rather than a box of free text: allergies and medications.
Separate fields matter here. An allergy typed into a remarks box is a sentence nobody reads at the moment it counts; an allergy in its own field can raise an alert, and can be checked against a drug when you write a prescription.
A life-threatening flag raises a medical alert that follows the patient onto every screen you open them on. Not just the history tab — the chart, the notes, the appointment. That’s the whole point of it.
Your chart legend — already set up, worth tuning
Settings → Clinical → Chart legend.
The dental chart draws its findings from a legend — the conditions and treatments your clinic charts. You start with a standard set of 18 already in place, so the chart works from your first patient. This page is where you make it yours.
Two kinds, and the difference matters:
- Conditions are what you observe — caries, a fracture, a missing tooth.
- Treatments are what you plan and bill. Only treatments carry a fee.
Rename them to the words your clinic uses, recolour them, archive the ones you don’t chart, and add anything missing. An archived finding stays on the teeth that already carry it, so tidying up never rewrites history.
The dental chart
An FDI odontogram, with adult and baby teeth on the same chart rather than on two you switch between. Mixed dentition is the normal case in a family practice, and splitting it across two views is how a permanent molar gets charted as a deciduous one.
Five surfaces per tooth, and three statuses that keep two different questions apart:
- What is already there — existing work, and existing problems
- What you plan to do — the treatment plan
- What has been done — completed treatment
Existing and planned work are colour-separated, so a chart answers “what does this mouth look like?” and “what are we going to do about it?” without you having to hold both in your head.
The chart is the estimate; the ledger is the money
Worth understanding, because it explains something that otherwise looks like a discrepancy:
- Planning treatment on the chart does not charge anybody. It’s a plan, and plans change.
- Completing a procedure on a visit is what creates the charge, at the fee on that visit.
So the chart can show ₱23,500 of planned work while the ledger shows only the ₱3,500 you have actually done, and both are correct. The chart is what you intend; the ledger is what has actually happened.
Completing a procedure updates the chart, so you don’t chart it twice.
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