You can set up a list of your favourite Codes, Notes, Conditions, and more with a click on the Tooth Chart within CareStack. All you need to do is add a new Care Panel which can be customised as required.
Dive deep with this detailed walkthrough video.
Let's get started!
Topics Covered
- Add a New Care Panel Type
- Delete a Care Panel Type
- Utilise Care Panel for Charting
- Set a Default Care Panel for a User
Add a New Care Panel Type
Navigate to the System Menu > select Practice Settings > Clinical > Care Panel.
Click +Add New Care Panel.
- Enter the Panel Name.
- Choose if you want to Create new panel or Copy from existing panel.
- If you choose to copy an existing panel, select the panel to Copy From.
- Click Create.
- Once the new Care Panel has been created, it will show up on the left as the first entry.
- Click the Pencil icon to update the name of the panel, if needed.
- Select the panel from the left to add Notes, Conditions, Codes, Forms, Explosion Codes, and Letters.
- Click on any of the empty slots and enter the Name, Type, and Condition.
- Click Save.
That is all about setting up a new care panel in CareStack!
Delete a Care Panel Type
To delete a desired Care Panel,
- Select the desired Care Panel.
- Click Delete.
A Confirm Delete warning modal appears.
- Click Delete to delete the Care Panel.
- Click Cancel to discard.
Utilise Care Panel for Charting
To utilise the care panel, perform the steps below.
- Select the patient using the Global Search bar > select Clinical > Chart.
- Select the required treatment type as Planned, Existing, or Completed treatment.
- By default, Planned will be selected.
- Select the Care Panel Type of your choice from the Care Panel section on the right.
- If you have created a new one, use the keywords to Search for it.
The care panel buttons will be colour-coded to indicate the type of button such as Note, Condition, Codes, Forms, Explosion Codes, and Letters.
- Select a Tooth from the chart.
- Click on the intended care panel button based on your requirement.
- The selected care panel item will be applied on the tooth.
If you add a Completed treatment via the Care Panel or the +Code button, a popup will appear, prompting you to link the treatment to an appointment.
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.
Set a Default Care Panel for a User
Perform the steps below to set a default care panel.
Navigate to the System Menu > select User Settings > General Settings.
Click Edit.
- Within the Other Details section, select the desired Default Favorites Care Panel option.
- Click Save.
Practices can use this simple guide to learn all about setting up a new care panel in CareStack.