Periodontitis Stage & Grade Example findings loaded

First time in your office

1. Decide on one folder for all records, such as a folder on the office's shared network drive. Avoid Downloads or the desktop.
2. One person clicks New records file, picks that folder, and sets the password (at least 10 characters).
3. Give the password to authorized staff in person. Don't email or text it. If it is forgotten, the records can't be recovered.
4. Everyone else uses Open records and picks the same folder. Don't create a second records file.

Each day

1. Click Open records, choose the records folder, and enter the password.
2. Click New patient, or pick an existing patient from the list and click Open.
3. Enter the findings. The diagnosis updates as you type.
4. Click Save patient exam. It saves to the folder automatically.
5. Click Lock when you step away. Close the browser tab when you're done.

How saving works

• Every save creates a new file in the records folder named with the date and time, such as perio-records_2026-10-27_093015_a3f2.json. The last four characters keep two computers saving in the same second from overwriting each other.
• Open records always loads the newest file. Older files are kept as history.
• When several computers share the folder, each save also picks up exams other computers have saved. Click Check for updates in the patient list to see them without saving.
• To look at an older save, use Open one file….