Add Treatment Procedures on a Patient's Clinical Chart – CareStack

CareStack addresses treatments as Procedures, which clients can create to meet their requirements. For instance, if a patient visits for a root canal, the practice adds the Root Canal procedure code to their clinical chart. After the service is done, this procedure is marked as Completed, then Charged Out (an invoice is made), and finally Paid through a patient payment receipt.

Click here to view the different draw types available in the system.

Topics Covered

Create New Treatment Procedures
Add Treatment Procedures with Different Draw Types
Add Treatment Procedures with Quick Chart

Create New Treatment Procedures

To add a new treatment procedure code to the system:

Navigate to the System Menu > select Practice Settings > Treatments > Procedures.

Click + Add New Procedure.

Enter the following details:
- Procedure Code*: Enter the required procedure code.
- Description*: Type the long name of the procedure.
- Short Name: Enter the quick name of the Procedure (optional).
- Code Type: Choose Sundry, Radiograph, or Other code type from the dropdown.
- Effective Date: The date from which the procedure should be active and available in the system (optional).
- Termination Date: The date on which the procedure should be terminated, if it is terminated (optional).
- Appointment Length: Shows the approximate length of the appointment to which this procedure is linked for information purposes (optional).
- Category: A dropdown with all the Treatment Categories that are added to the system (optional).
- Draw Type*: The shape/icon that should appear on the tooth chart/odontogram when this procedure is added to a patient; this can be set as None if no draw type is required on the chart.
- Available for NHS Setup: Select Yes or No for NHS Setup.
Click Save.

A toast notification will appear on the top right stating, 'Procedure Code added successfully'.

The newly added procedure will be listed on the Procedures page and should be available to be added to patients.

Add Treatment Procedures with Different Draw Types

Let's illustrate examples of how to add treatment procedures with the draw types on the chart.

1. Add Treatment Procedure for Unerupted Tooth

Perform the steps below in Practice Settings > select Treatments > Procedures.

Enter the Procedure Code name.
Enter the Description.
Select the Draw Type as Unerupted.
Click Save.

To add the Unerupted code to the treatment plan of a patient:

Select the intended procedure code linked with the Unerupted Draw Type from the All Treatments section on the right.
Click the desired tooth to apply the selected code.
A toast notification will appear on the top right stating, 'Treatment added successfully'.

You will find the treatment procedure code added to the treatment planner.
The tooth to which the Unerupted code is applied will appear faintly coloured.

2. Add Treatment Procedure Code for Extraction

Enter the Procedure Code name.
Enter the Description.
Select the Draw Type as Extraction.
Click Save.

To add the Extraction code to the treatment plan of a patient:

Select the intended procedure code linked with the Extraction Draw Type from the All Treatments section on the right.
Click the desired tooth to apply the selected code.
You will find the treatment procedure code added to the treatment planner.

A toast notification will appear on the top right stating, 'Treatment added successfully'.

The treatment will be added to the treatment planner.
The tooth to which the Extraction code is applied will appear with a singular blue diagonal line in Planned status.

Note: Once the Extraction Code is Marked as Completed, the tooth with the applied draw type will appear with a crossbar.

3. Add Treatment Procedure for Missing Tooth

Enter the Procedure Code name.
Enter the Description.
Select the Draw Type as Missing.
Click Save.

To add the Missing code to the treatment plan of a patient:

Select the intended procedure code linked with the Missing Draw Type from the All Treatments section on the right.
Click the desired tooth to apply the selected code.
A toast notification will appear on the top right stating, 'Treatment added successfully'.

The treatment will be added to the treatment planner.
The tooth to which the Missing code is applied will appear blank.

When you hover over the blank missing tooth, it will appear highlighted.

Note: When a Draw Type is applied to a Base or Treatment via the Quick Chart Settings, the appearance of the draw types will differ accordingly.

For a quick walkthrough, let's demonstrate how to configure a Missing Tooth.

Hover over the Draw Type.
Click the Settings icon to open up the Configure Quick Action Menu.
Drag and drop the Missing Tooth Code to Base and Treatment as needed.
Click Update.

4. Add Treatment Procedure for Decay

Navigate to the Practice Settings > select Treatments > Conditions > + Add New Condition.

Enter the Condition name.
Enter the Category.
Select the Draw Type as Decay.
Set the desired Colour.
Click Save.

Tip:

The Decay draw type will function identically to the existing Filling draw type.
Multi-surface tooth fillings are charted as a single draw type for both decay and filling draw types. Ensure that the left-click is followed by a right-click while selecting the desired surface(s) to produce a single draw type.

A toast notification will appear on the top right stating, 'Condition Added successfully'.

To add the Decay code to the treatment plan of a patient:

Select the intended procedure code linked with the Decay Draw Type from the All Treatments section on the right.
Click the desired tooth to apply the selected code.

A toast notification will appear on the top right stating, 'Condition Added successfully'.

The tooth to which the Decay code is applied will be marked with the Set Colour.

5. Add Treatment Procedure for Implant

Enter the Procedure Code name.
Enter the Description.
Select the Draw Type as Implant.
Set the desired Colour.
Click Save.

To add the Implant code to the treatment plan of a patient:

Select the intended procedure code linked with the Implant Draw Type from the All Treatments section on the right.
Click the desired tooth to apply the selected code.
The treatment will be added to the treatment planner.

Note: In all cases, the Implant Draw Type will appear at the topmost, regardless of other treatments, including when placed on a missing tooth. This order of precedence will be maintained consistently.