After an Auto‑Chart record is created automatically, review the findings and adjust any details as needed.
Review and Edit Details
- Codes: Add, remove, or modify CDT codes to ensure the record accurately reflects the planned care.
Search CDT codes by number or description.
- Tooth: Update the tooth number if the finding is associated with the incorrect location.
- Surfaces: Select the correct surfaces for the finding or procedure.
- Pre‑Existing Finding: Change the pre‑existing finding if necessary.
Adding New Charting Entity
Create a finding or procedure not added automatically, then set tooth, surfaces, and code as needed.
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