How to Input a Treatment
Plan Using the Treatment
Planning Module in axiUm
Academic Year 2012 - 13
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Login to axiUm
• Begin by logging onto
axiUm with your ID (S1)
and Password (temp),
• Then select “OK”
and……..
• The Scheduler screen will
appear.
• To access your patient,
select the Rolodex icon in
the upper left column….
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Login to axiUm
• And the Rolodex screen will
appear (1) to access your patient
• Type in your Patient’s Name (2)
(ex. faculty, train2) and single leftclick on the “Name” line (3) then
single left- click on the patient’s
name that appears (4) to open the
account
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• Or, single left-click their name
from the notepad list (5) if it is
displayed there, to access your
patient’s electronic chart file
• The patient’s name must appear at
the bottom of the screen (6) to
actually have access to the patient’s
digital chart
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Treatment Planning Module:
Pathway
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Next, select Electronic Health Record
(EHR) icon (7) and …..
axiUm opens on the “Treatment History”
tab (8)
Note: After charting all problems and
conditions for a patient, the view on the
“odontogram” in the top half of this
screen will show the various problems
and conditions that need intervention:
(In this example #3-O and #11-D caries,
and #19 fractured DL cusp will need
care).
Later, when the treatment plan is
completed, these problems and
conditions on the odontogram will be
covered with a planned procedure symbol
(something with a “dot”) that will indicate
there are dental procedures planned for
these teeth. This will be demonstrated at
the end of this lecture.
Next, select the “Tx Plan” tab (9) to
access the Treatment Planning Module
for Treatment Plan entry.
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Treatment Planning Module
To create a new, blank
document for treatment plan
entry:
• Click on the “Create a new
Record” icon (10) at the right
side of the screen
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Treatment Planning Module
• This will open a new,
blank treatment plan
entry document….
• and automatically
advance to the
“Problems” tab (11)
to begin inputting
your information
• However…………
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Treatment Planning Module
If you want to resume entering
treatment planning procedures
to an existing, unfinished
treatment plan:
• First, select the desired plan on
the “Plans” tab
• Then select the desired tab at
the bottom of the screen on
which you wish to resume data
entry
• Now let’s look at a “Rough
Draft” of an example treatment
plan that a student has made,
that we will want to enter into
the “Tx Plan” module in axiUm
(see your copy of this Tx Plan
beside your laptop)
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Phase I
Phase II
Phase IV
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TREATMENT PLANNING MODULE:
“OVERVIEW”
• The treatment plan procedures are
actually entered on the “Detailed
Plan” tab (12), located on the
middle tab of the module
• However, axiUm is programmed to
not let you enter directly on this
tab without first entering
information on the “Problems and
Diagnosis” tabs, to the left of the
“Detailed Plan” tab
• Therefore, you want to begin by
selecting the “Problems” tab at the
bottom left of the screen, and….
• Progressively work your way in a
left to right direction, to eventually
reach the “Detailed Plan” tab (12)
in the middle, to record your
treatment plan information.
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TREATMENT PLANNING MODULE:
Problems tab
The “Problems” tab:
• Data must be entered in
all 3 fields on this screen
in order to be allowed to
proceed to the
“Diagnosis” tab
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TREATMENT PLANNING MODULE:
Problems tab
• First, choose a name for your
treatment plan and type it in the
“Plan Description” box (13) (ex.
COE)
• Next, type in the Chief
Concerns/Complaint (14) of the
patient
• Now select the “Add/Update
Problems” box (15) to find a list
of general dental problems your
patient might have
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TREATMENT PLANNING MODULE:
Problems tab
• The “Update Problems”
screen appears
• Then single-left-click the
“Ellipsis” symbol
• This opens the “Problem
List” screen
• Double-left-click on a
description of a general
problem your patient has
(ex. Caries (16) for the
carious lesions found on
teeth #3 and #11)
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TREATMENT PLANNING MODULE:
Problems tab
• The problem (Caries)
appears in the
“Problem” box
• Single-left-click the
“Add a new Record”
icon (17), to add the
problem to the
“Problem List” in the
middle of the screen
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TREATMENT PLANNING MODULE:
Problems tab
• The general problem
(Caries) is added (18)
• In a similar fashion, list all
of the known obvious
general dental problems
the patient has to the
“Problems List”:
• Ex: Add “Periodontal
Disorder” (for the
gingivitis condition),
Inadequate Prevention”
(for the need for a CRA
package), and “Other
Problems” (for the #19
DL cusp fracture)
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TREATMENT PLANNING MODULE:
Problems tab
• This list of general
problems will be
carried over to the
“Diagnosis” tab for use
there on the next step
• When finished, you are
now ready to close this
screen by selecting the
“X” symbol (19), and
proceed on to the
“Diagnosis” tab, by
selecting it
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TREATMENT PLANNING MODULE:
Diagnosis tab
• Begin by taking note of the
general problems in the
“Problems” list, (20) you
have just generated
• You can add an additional
problem to the list if you
forgot one that needs to be
added, by entering it here
(21)
• Next, select the
“Add/Update Diagnosis”
box (22) to locate more
specific diagnoses for all of
the “general problems” you
have listed
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TREATMENT PLANNING MODULE:
Diagnosis tab
• A “Select Clinical Diagnosis
Codes” screen appears (23) …..
• And opens on the “Quick List” tab
• The “Quick List” contains a short
list of the most commonly used
diagnosis codes and is convenient
to use, but does not contain the
complete list of all the diagnosis
codes in the axiUm database
• For educational purposes, select
the “Full List” tab to locate our
diagnosis codes from the complete
list of codes in the axiUm database
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TREATMENT PLANNING MODULE:
Diagnosis tab
• In the “Diagnosis” column (24) under
the “Category” heading…….
• Select the “Category” to which you
want to find a more specific diagnosis
code:
• In this example, we will select
“Caries/Loss of Tooth Structure” (25)
“Category” to find a more specific
diagnosis code for the “Caries” (20)
“General Problem” we have previously
identified on the “Problems” tab
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• A menu of folders will appear under
the “Full List” tab for this category
• From this menu, select the most
appropriate folder (ex. In our case,
“Caries” folder (26), and open the
folder by clicking on the “+” box
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TREATMENT PLANNING MODULE:
Diagnosis tab
• From the resulting list, select
the most appropriate
diagnosis code for the
patient’s particular problem
• In our example, for the type
of carious lesion found in
tooth #3, select Primary
caries (at DEJ) (27)
• Add it to the “Selected
Diagnoses” chart below by
clicking on the “down
arrow” (28)
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TREATMENT PLANNING MODULE:
Diagnosis tab
• Use the “No Term Can Be
Assigned” “Category” and
“Folder” (28-A) to explain
there are no diagnosis codes
for certain procedures….
• Ex. “Information Gathering
Procedures” such as Exams,
X-Rays , and Administrative
Items do not have diagnosis
codes
• In our example, since we
anticipate having a “POE”
and “4BWX” in Phase IV of
our tx plan, select the
appropriate diagnosis code(s)
from the list……
• Then click on the “down
arrow” (28) to move the
code(s) to the “Selected
Diagnoses” list below
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TREATMENT PLANNING MODULE:
Diagnosis tab
While on the Diagnosis tab, you will
need to repeat this process of
assigning “specific diagnosis codes”
for all of the patient’s general dental
problems on the “Problems” tab. In
our example, that means adding:
• “Plaque induced gingival disease w/o
local contrib. factors” for all the
PERIODONTAL DISORDER
related problems. (Select
“Periodontics” category, then open
“Gingival Dx-Plaque Induced”
folder)
• “Primary caries (>1/2 distance to the
pulp)” for tooth #11’s CARIES
problem. (Select “Caries” Category,
then open “Caries” folder)
• “Enamel and dentin fracture” for
tooth #19’s OTHER PROBLEMS.
(Select “Caries” category, then open
“Loss of Tooth Structure” folder)
• “Caries risk high” for
INADEQUATE PREVENTION
related problems. (Select “Caries”
category, then open “Caries Risk”
folder)
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TREATMENT PLANNING MODULE:
Diagnosis tab
• When finished, click
“OK” to save this
data
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TREATMENT PLANNING MODULE:
Diagnosis tab
• In our example, this is the
final screen shot of the
completed entry of all the
“specific diagnostic codes”
• It shows that all general
“Problems”, as well as more
specific “Diagnoses” for these
general problems have been
identified for this patient
• Now you are ready to proceed
to the “Detailed Plan” tab to
begin Tx Plan entry
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Now, click on the “Detailed Plan”
tab (29) and this screen appears:
• If the field at the bottom is
“blank”, and you want to start data
entry for a completely new
treatment plan, click on the
“Create a new Option” icon (30)
• However, if there is already an
uncompleted treatment plan in the
field “in progress”, click on the
“Entry” button (30A) and resume
your treatment plan entries where
you previously left off
• Returning to our example, after
clicking on the “Create a new
Option” icon (30), the following
screen appears……..
30A
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• A “EHR - Chart/Tx Plan”
screen will open on a second
“Diagnosis” tab, showing the
specific diagnoses you have
generated
• Select the “Procedure” tab
(31) to start the process of
entering the procedures from
the “Rough Draft” of your
treatment plan, with each
entry one at a time
• But first, let’s review the
“Rough Draft” Tx Plan once
again
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Begin here
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TREATMENT PLANNING MODULE:
Detailed Plan tab
Let’s start our procedure entries with the
first procedure: “Prophy-adult”
• Select the “Procedure” tab (31)
• Which automatically opens on the
“Quick List ” tab (32) of Procedure
codes
• Then select the “Preventive”
category (33), and open the
“Prophy/Fluoride” folder
• From the list of procedures shown in
the Prophy/Fluoride folder, select
the “Prophy-adult” code (34) from
the resulting procedure code list
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• Next, click on the “Details” tab (35)
to add additional treatment planning
information
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TREATMENT PLANNING MODULE:
Detailed Plan tab
For each procedure entry, use the
“Details” tab (35) to add the
following information:
• The Phase (36) of Tx (ex. 1)
• The Sequence (37) of Tx (ex.1)
• The Discipline (38) for each Tx
will be entered automatically
(ex. Preventive)
• Then select the Prognosis (39)
(your estimation of how this
procedure will turn out) from a
drop down list, (ex. Good)
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TREATMENT PLANNING MODULE:
Detailed Plan tab
Verify the correct diagnosis is associated
with your procedure code:
• Click on the second “Diagnosis” tab
• Verify or select the correct diagnosis
from the diagnosis list you have
generated (ex. “Plaque-induced
gingival disease w/o local contrib.
factors”) for your procedure code
(ex. Prophy-adult)
• Then select the “Add a new Record”
icon (40) to add all this information
and this procedure to your tx plan on
the screen
• Next, for practice let’s add a
restorative procedure to our Tx Plan
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TREATMENT PLANNING MODULE:
Detailed Plan tab
In a similar fashion, we will enter a
restorative treatment procedure: “#3
occlusal composite”
• Like we did previously, select the
“Procedure” tab
• Which opens on the “Quick List” tab
• Then select “Restorative” category
(40A), which opens on a list of 5
restorative materials folders
• Open the “Composites” folder….
• From this list of composites, select
40A
“Composite 1 surf-posterior” (40B)
• Then with the mouse, click on #3
occlusal surface on the odontogram
40B
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Next, select the “Details”
tab:
• Enter the appropriate
information for the
procedure: (ex. Phase:
“2”, Sequence: “1”, and
Prognosis: “GD”)
• The Discipline
information is
automatically entered for
you (ex. “Restorative”)
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Then select the “Diagnosis” tab:
• Verify or select the correct
diagnosis for this procedure from
the diagnosis list (ex. Primary caries
(at DEJ) for tooth #3)
• Then select the “Add a new
Record” icon (40) to add this
information and procedure to your
tx plan
When all the procedures from your
“Rough Draft” of the treatment
plan are entered, select the
“Display” button (41) to preview
your entire Treatment Plan
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TREATMENT PLANNING MODULE:
Detailed Plan tab
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After selecting the “Display”
button, the final completed
treatment plan entries appear,
indicating the correct diagnoses are
LINKED to the correct procedure
codes.
Note some procedures such as
“Exams”, “X-rays”, and
“Administrative Items”, do not
have diagnosis codes …….
So you needed to have selected the
“No term can be assigned”
category and folder on the former
“Diagnosis” tab, and have selected
the appropriate “no diagnosis”
terms for these procedures.
Note the Phase IV items that will
occur in the future: POE, Prophy,
OHI, X-Rays, and also CAMBRA
recommendations.
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Note that all the “problem
conditions” previously
charted on the
odontogram for teeth #3,
11, and 19 are now
covered with a “planned
procedure symbol”
(something with a “dot”
on the odontogram)
• This “dot” indicates there
are dental procedures
planned for these teeth.
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Next, “Preview” the
draft of your final
treatment plan (which
will be printed for the
patient by the Financial
Consultant) by selecting
the “Preview Report”
icon (42)
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• A “Treatment Plan-Draft
Only” page appears for
your review
• If it looks correct, then
when finished reviewing,
close the page (X)
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TREATMENT PLANNING MODULE:
Detailed Plan tab
• Click on “Select Option”
box (43) for the
instructor’s electronic
swipe of approval
• An “Approve Treatment
Plan” screen appears (44)
• Select the “Approve”
box (45) for the
instructor’s electronic
swipe of approval
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TREATMENT PLANNING MODULE:
Patient Acceptance tab
It is now time for:
• The student and patient to
go see the Financial
Consultant on the 2nd
floor, Clinic B
• The consultant will review
the treatment plan on the
“Patient Acceptance” tab
(46) with the patient and
get their signature of
approval
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TREATMENT PLANNING MODULE:
Patient Acceptance tab
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• The Financial Consultant
selects the Accept/Print”
button, and the patient
gives their “electronic
signature” of approval
• The Financial Consultant
will print and give the
patient a copy of their
treatment plan (47)
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TREATMENT PLANNING MODULE:
Treatment History tab
• All the treatment planning
information that is currently
“locked up” in the Treatment
Planning Module will now be
released into the “Treatment
History” section of axiUm (48)
• This allows you to begin treatment
with the Patient’s agreement and
consent (a legal necessity)
• Once again, note that all the
“problem conditions” charted on
the above odontogram have been
covered with a “planned procedure
symbol” (something with a “dot”
on the odontogram)
• This indicates there are dental
procedures planned for these teeth.
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YOU ARE NOW READY TO
BEGIN PATIENT CARE!
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Additional information on axiUm
http://sod.ucsf.edu/AXIUM/
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