Periodontal Chart

Open Perio Chart

1. Open a patient.
2. Select Perio Chart in the clinical history tabs.
3. Select an appointment when you need to review or record a visit-specific chart.

Depending on the available patient data, the chart may show current and previous measurements and the responsible user.

Review a periodontal chart

Use the chart to compare periodontal values across teeth and sites. Review the date and appointment context before interpreting the data.

If the chart is empty, confirm that the patient has a selected appointment and that the required periodontal data has been recorded.

Create Perio Chart

When the chart is empty or the visit needs a new periodontal record, select Add Exam, enter the required measurements, review the selected teeth and sites, and save the chart.

Save chart changes

When the chart provides editable fields:

1. Enter or update the required measurements.
2. Review the tooth and site selection.
3. Save the changes.

If the Save action is unavailable, the record may be read-only, the appointment context may be missing, or your role may not have permission to edit it.

Update Perio Chart

Use the same chart to correct measurements or continue the periodontal record for the selected visit.

Delete Perio Chart

Perio charting is usually corrected by updating the saved exam instead of deleting the whole record. If the chart was entered in the wrong context, follow the clinic's record-correction policy.

Good practice

Record measurements consistently and verify the selected tooth and site. Use the appointment selector to keep the chart associated with the correct visit.