Editing custom imaging procedures

You can edit any custom imaging procedure. Any changes to a custom imaging procedure do not affect images that have already been taken using that imaging procedure.

To edit a custom imaging procedure

1. If you are not already viewing the correct location, select it on the Location menu.

2. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

3. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, Tx Planner, NHS Claims, or Imaging.

4. On the Chart, Progress Notes, Perio, Tx Planner, NHS Claims, or Imaging tab of a patient's clinical record, on the Imaging tab's menu, click (or tap) Acquire images.

   

   The options for acquiring images become available.

   

5. Under Imaging Procedures, click (or tap) the Custom tab.

   

   Any existing custom imaging procedures are listed.

   Note: Custom and favorite imaging procedures are location specific.

6. Select an imaging procedure.

   The options for the selected procedure become available.

   

7. Click (or tap) the Edit button next to Acquisition Options for [Procedure Name].

   The options to edit the imaging procedure become available.

   

8. Change any of the following options as needed:

   • Procedure Name - A name for the imaging procedure. The name can be up to seven characters long.

   • Code - A valid procedure code or a multi-code. The specified code will be posted to a patient's record when this imaging procedure is used to acquire images. However, if the code is invalid, an error message will appear during acquisition, and the code will not be posted.

   • The default state for the following check boxes (which are available only if a Code is entered):

     • Apply charges - Select or clear this check box to specify whether you want to have the fee or a zero amount, respectively, posted for the specified Code by default. This can be changed at the time of acquisition.

     • Bill to third party - Select or clear this check box to specify whether you want to have the patient's third party billed or not billed, respectively, for the specified Code by default. This can be changed at the time of acquisition.

9. Edit the image placeholders in the template as needed:

   1. To move a placeholder, drag it to a different spot.

      

   2. To switch the orientation of the selected placeholder, click (or tap) the Rotate button .

   3. To assign different tooth numbers to the selected placeholder, click (or tap) the Edit button .

   4. Repeat steps a-c as needed to edit other placeholders.

   Note: You cannot add or remove placeholders.

10. To view or change the default acquisition order, click (or tap) Set Order.

    Numbers appear on the placeholders to indicate the order.

    

    To change the order, do the following:

    1. Click (or tap) Reset to remove the order number from every placeholder.

    2. Click (or tap) each placeholder in the order that you want to acquire the images.

       Note: To undo order assignments, click (or tap) Undo as needed.

    3. When you have assigned an order to every placeholder, click (or tap) Finish.

11. Click (or tap) Save.

Related Topics

• Deleting custom imaging procedures

• Acquiring images

Related Errors/Questions

• None