The purpose of quick charting is there to help reduce the number of clicks and chart your most common treatments from one location, speeding up the charting process.

Revealing Quick Charting

To show quick charting:

1. Hover over a tooth on the tooth chart to display the tooth charting.
2. Right-click anywhere in the yellow box.
3. Click the option to show the quick chart menu.

Configure Quick Charting

Quick charting can be configured to each provider's requirements.

1. Hover your mouse cursor over the tooth chart to reveal quick charting.
2. Right-click anywhere in the yellow box.
3. Click the option to configure your quick chart menu.
   
4. The configuration will open with base charting.

Adding Services and Quick Plans to Quick Charting

You can select treatment and quick plan options using the tabs along the top of the feature:

1. The left area represents your quick charting as it will be displayed on the tooth chart.
   • Drag-and-drop any services or quick plan from the tabs to the quick charting representation on the left

   • Or double-click a service or quick plan to auto-add in the first available space.

   • Placing any service or quick plan into an already populated space will replace the existing item.
     

Expanding Quick Charting

If you need additional space you can resize your quick charting area by clicking and dragging from the bottom right corner.

Adding and Naming Tabs

You can add multiple tabs, often used to group treatment options, this can be completed for both the upper and lower menus. To add additional tabs:

1. Click the plus icon (+) to add a new tab.
2. Double-click the title of any tab to rename.
3. Press enter on your keyboard to save.
   

Copying Quick Charting Between Providers

You copy the quick chart configuration of any provider to another provider in the same practice.

This process is not reversible without manually recreating the original configuration.

1. In the configure quick chart menu.
   • Select copy from.
   • Select the provider to be copied from then press OK.
     
2. Administrators can copy to another provider, allowing them to overwrite a provider's quick charting setup without logging in as that provider.
   
   • Select copy to.
   • Select the provider to be copied from then press OK.
     

Recalculating Usage Percentages

When a provider has been using EXACT and has completed and charged (or TC'd) some treatment plans, EXACT can calculate which services the provider has most frequently used. These can then be used to populate quick charting.

1. In the configure quick chart menu.
   • Select recalculate usage percentages to calculate the most commonly used treatments.
   • The list will ordered from most to least used with a usage percentage next to each treatment.

Auto Filling Quick Charting

The auto-fill functionality populates your quick charting with the most commonly used treatments in your practice that are not already displayed.

1. In the configure quick chart menu.
   • Select auto-fill from the top to populate your base charting.
   • You can also use the auto-fill option at the bottom to populate your treatment options.

Removing Services from Quick Charting

There are two options to remove services from a Quick Charting menu:

1. In the configure quick chart menu.
   • Right-click a service icon then select clear.
   • Or click and hold on a service icon then drag your cursor off the grid, a red bin icon will appear on the icon to indicate it's removal.
     

Service Graphics

Services with no icons can be placed onto the grid with an icon to identify the graphic has not been set.

Any service with a chart graphic type has a fixed menu graphic that cannot be edited, except for the colour.

Fillings have a standard MO shape with the graphic scaled to fit the line height. The select graphic button is greyed out and the icon cannot be customised.

Tips and Tricks

• Clicking on any service or quick plan in your quick chart configuration to reveal an option to select an alternative graphic.
• Periodically recalculate your usage percentages to ensure your quick charting is displaying your most used treatments.
• Recalculating usage percentages will be performed for all providers simultaneously and therefore may take some time to complete.