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[v12] Main Ribbon Menu - Notes - changing categories

Estimated Reading Time: 1 Minutes

Overview

Users will now be able to filter by category when reviewing patients notes. This feature is available in TDO version 12.350 and newer.

 

Detailed Instructions

  • On Main Tab, Click on Notes.

  • The Category field will be located at the top of the form.

 

  • By default, the Notes form will display the patients notes and the notes for the tooth on Main page in descending order.

  •  “Ascending” checkbox. It is simply the sort of notes you are viewing. 

  • If a category is selected from the dropdown, TDO will display any notes saved under the category selected for the tooth highlighted number on Main page.

  • If a tooth is cleared out by clicking “Clear Tooth Filter”, TDO will display any notes saved under the category selected for all teeth.

  • If tooth and category fields are cleared out, TDO will display all patients and treatment notes for all teeth.

 

[v12] Main Ribbon Menu - Notes - changing categories