Summary
This article provides instructions for adding Clinical Notes from the Dental Chart to a letter. To generate a letter that includes your Clinical Notes, you must first create a Questionnaire. Once the Questionnaire is created, you can generate the document adding the Questionnaire merge fields to incorporate your Clinical Notes into the letter. Finally, you should create a Clinical Note Template to attach the Questionnaire and the letter.
Step 1 - Create the Questionnaire. Link provided with full instructions to create a Questionnaire
Step 2 - Create a Document for the Questionnaire merge fields to be incorporated.
Instructions to add the Questionnaire merge fields are within the link below.
What are the Document Editor Merge Fields and How are They Used?
Before creating a Clinical Note Template, you will want to make sure you have the Clinical Note Categories setup.
How to setup a Category.
Step 3 - Go to Edit> Setup > Clinical Note Categories.
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If you need to add a new Clinical Note Category, click the +Add icon. To Edit an already existing Category, click Edit.
- Enter Description, Order, select if you want to 'Show in Dental Chart' or 'Show in Treatment Card.' For a Clinical Note you will want to select 'Show in Dental Chart.' For Orthodontics you will want to 'Show in Treatment Card.' Then Save.
Step 4 - Create a Clinical Note Template
- Navigate to Edit > Setup > Clinical Note Templates.
- Select Clinical Note Templates, then click Add. The Add Clinical Note Templates window will appear.
- Enter the Description, now that you have the Category, Questionnaire and Document created, select Category, select the Questionnaire, select the Document from the drop-down arrows and enter an Order number then Save.
- To access the Questionnaire to fill out, go to the patient's Dental Chart, click on Clinical Notes. On the right side you will see the Questionnaire, left click on it to select it and then click Add. The Questionnaire will open for you to Run and select your answers then save. Once saved the letter will show in the Clinical Notes section and you can click Print to print it.
- After clicking Save you will be prompted to Merge and Print Now, Queue to the selected Recipient or Cancel the document attached to the Questionnaire.
- The answers to the Questionnaire will now be displayed in the Clinical Notes. The answers will be saved in the Clinical Notes, if you want to remove the notes you can click Delete to remove them.
- You can also print the Clinical Notes document from this screen by clicking the Print icon. Below is how it will be displayed to print.
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.