2. Customizing Visits – Show or Hide Tabs and Form Sections

Customize visits in DentalWriter Plus+ to show or hide sections within the visit. At the end this article there is a hands-on tutorial for you to practice.

*Important Note* It is recommended to customize in a TEST patient chart using a NEW visit. You can customize in a real patient chart, but please note if you add/remove/edit items in a form section and apply the customizations to that form, it will alter any data entered in that section. Also, please keep in mind that any customization or adding or removing form sections will affect that specific visit and any future visits for all patients. The changes are not retroactive. 

To show or hide tabs and form sections:

1.  Start by opening a test patient chart. Choose the Visits & Forms tab and then select the blue +NEW VISIT

2.  Select the visit you wish to customize, then select the green CREATE button.  Note: when customizing in a test chart, if the box in the lower left corner is selected to import data from a previous visit, click the box to remove the check mark.

3.  Once the visit is open, select the ellipses (3 horizontal dots) next to the title of the visit. Then select the option Configure tabs and form sections.

4.  Select Patient Questionnaire and/or Examination to expand and view the available tabs and sections.

5.  Any tab/section you wish to show should be check marked, any tab/section you wish to hide should not have a check mark. Make sure to keep the check mark selected in the lower left-hand corner so you can apply the changes to the current form. Once you have made your desired changes, select the green SAVE button in the lower right corner. 

From here on out that section will appear or not appear on any future visits of that form type.

Practice what you have just learned using the hands-on tutorial link below.

Customizing Visits - Show or Hide Tabs and Form Sections - Hands-On Tutorial