Clinical Training Outline

Basic functions

• How to add and change a tooth
• How to change doctors or locations
• How to use the Treatment Timer
• How to enter pre med information
• How to enter vital signs
• How “do not show this message again” works for the alerts
• How to send and receive internal emails
• How to send and receive instant messages

Notes tab

• How to search and review notes
• How to use the notes filters

Medical History

• How to view the patient’s medical history
• How to review archived medical histories
• How to create a new medical history or make changes

Pain History 

• How to view the patient’s pain history
• How to link the pain history to a specific tooth
• How to generate a pain history summary note

Pain

• How to add additional pain symptoms
• How to make changes to the patient’s pain history

Image/Acquire

• How to take X Rays, CBCT and intra oral images
• How to save images
• How to adjust contrast
• How to crop and rotate images
• How to view and open images already saved to TDO
• How to change categories and dates

Multi Tooth Testing

• How to create the testing columns
• How to use Auto Fills 
• How to add and adjust testing results in the MTI tab
• How to Download the treating teeth
• How to add probing depths
• How to Save a Summary Note

Diagnosis Page

• How to document prior treatment
• How to add additional findings
• How to create a diagnosis page summary note 

Case Presentation Page

• How to add fees
• How to document if the Medical History, Pain History and Informed Consents have been signed and reviewed
• How to confirm pre-med information
• How to confirm patient’s vital signs are entered
• How to document if the case choice is Accepted, Pending or Rejected
• How to open the pre op image to present the case using visual resources 

Draw page

• How to access the draw page and use basic functions
• How to save an image with annotations
• How to use educational images when presenting the case ( Doctors )

Treatment Page

• How to document Anesthesia and N20
• How to use the Anesthesia Auto Fills
• How to use the Treatment Auto Fills
• How to document Irrigation and Instrument Protocol
• How to document fractures
• How to document pre and post-op perforation
• Basic functionality of the Treatment page
• How to create a treatment page summary note 

Final Report Page

• How to document Case Status
• How to document  Prognosis
• How to add patient Recall
• How to document Restorative Recommendations
• How to add a final report note

Notes to Front

• How to use the Appointment Auto Fills
• How to add a note for the front desk staff
• How to flag the patient as do not ever treat again

Prescriptions

• How to use the E Rx or if not utilizing MD Toolbox integration
• How to use the Prescription Auto Fills
• How to add a prescription to the patient chart
• How to Check Interaction
• How to print a prescription
• How to Check Interaction between medications
• How to pull up the drugs database
• How to print the drug information

Recall

• How to use the Recall Auto Fills
• How to generate a recall summary note
• How to print the recall page

Surgical Diagnosis and Surgical treatment

• How to create a Surgical Diagnosis summary note
• How to document prior treatment
• How to enter and modify auto note

Reports and follow up

• How to send Consult and Final reports to referring doctors/general dentists utilizing the Letter module
• How to copy an additional doctor or the patient
• How to use the link only for encryption
• How to check if a report was sent
• How to open a report from the chart
• How to add the patient to a call list ( follow up )