Recording treatment codes as planned, existing, or completed is essential for accurately assessing the current status of treatments.
Watch this video for a complete understanding.
Topics Covered
Here are the different ways in which we can add the treatment codes:
From the Clinical Chart
Select the Patient using the Global Search Bar > select Clinical.
Select the appropriate Treatment Type as Existing, Planned, or Completed.
| Note: Every Treatment Type is initially set to Planned status by default. |
If you add a Completed treatment through the Care Panel or the +Code button, a popup will appear, prompting you to decide whether to link the treatment to an appointment or location.
If you choose Yes,
- Select the Appointment to link the treatment to.
- Click Complete.
If you choose No,
- The Location and Date of Service will be pre-filled.
- Choose another Location or Date of Service as needed.
- Click Complete to proceed.
From the Add Treatment Slide-Out
- Click +Code.
- Enter the required details in the modal that pops up.
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Each Treatment added will be added to the Planned status by default.
- Any necessary changes can be made to the Treatment type.
- This ensures that each treatment is added according to the selected status.
| Note: You can select multiple teeth for a single treatment code. |
From the Chart Grid
- Under the Chart grid, previously added Treatment Codes will be visible.
- If you wish to change the status of any codes listed there, right-click on the Code and select the Status to which you wish to change.
- Alternatively, similar changes can be made when you are in the Treatment Planner as well.
Practices can follow this simple guide to chart treatment codes based on their preferences in CareStack.