Treatment posts

Treatment posts allow for adding information for a patient, including a number of fields in addition to free-form text and images.

Treatment posts are shown on a patient’s timeline in the order they were created.

Adding a treatment post

To add a new treatment post:

• navigate to a patient’s profile
• click on Appointments in the sidebar
• click the dot menu on the right of an appointment, and then click Add treatment post or
• click Add new treatment post
• enter any information in the relevant fields in the form
  • see the Setting the duration of treatment and Adding wires sections below for more information on the utilities available for those fields
• optionally add an annotated image, or upload files that will only be visible to your practice
• click Save

Once created, the treatment post will be shown on the patient’s timeline.

An annotated image added to a treatment post will be available in the patient’s files.

Setting the duration of treatment

The duration of a patient’s treatment can be set with the Treatment time until now (in months) field on the form.

For new patients, or patients who are starting a new treatment, the value can be set to 0.

For patients who are returning for ongoing treatment, the value of the field will be automatically calculated by the following rules:

• if there are no previous treatment posts with a value set for this field, no value will be calculated
• otherwise, the most recent treatment post with a value will be used, where the sum of the following values will be calculated:
  • the value of the Treatment time until now (in months) field of that treatment post
  • the difference in time since that treatment post was created, and the current date

The treatment post that was used for the calculation will be shown in the menu near to the Treatment time until now (in months) field, labelled Calculate the treatment time from another treatment post.

This menu allows for any applicable treatment posts to be selected to calculate the duration of treatment from.

If the calculated value is not satisfactory, feel free to enter a value into the field directly.

Adding wires

Once an administrator has added orthodontic wires for your practice, these wires can be added to treatment posts.

To add a wire to a treatment post from the treatment post form:

• click the Add wires button
• click on the relevant wires to add to the treatment post

A list of items will grow above the button as more are added.

To remove wires, click the relevant items in the list above the Add wires button.

To make it simpler to determine which wires were previously used, the form allows for selecting a previous treatment post to populate the current treatment post.

From the menu labelled Apply wire values from another treatment post, select a treatment post where wires were previously set.

The wires from the selected treatment post will replace any existing wires on the form.

If the values from the selected treatment post are not satisfactory, feel free to select a different treatment post, or select wire values directly.

Managing a treatment post

Treatment posts can be managed from the patient’s timeline as follows:

• send the treatment post to the patient
• print the treatment post

Sending a treatment post to a patient

Treatment posts can be emailed to patients from the timeline.

From a patient’s timeline:

• find the relevant treatment post
• click Expand to expand the treatment post’s content
• click on the dot menu
• click Send treatment post to patient
• confirm that you want to send the treatment post to the patient

The patient will receive an email containing the information in the treatment post, a link to the attendance letter if the treatment post is associated with an appointment, as well as any non-internal files associated with the treatment post.

Annotating images

In addition to uploading files to a treatment post, it can be useful to annotate images.

Annotating images on treatment posts is done in the same manner as for entries - please see that page for instructions on working with annotated images.