You can quickly schedule appointments for the procedures in a patient's treatment plan.
To schedule a treatment plan
How to get there
Use the Patient Search box to access a patient's record.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under Clinical, clicktap Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.
On the Tx Planner tab of a patient's clinical record, under Active, select a treatment plan.
The procedures (arranged by visit) that are associated with the selected treatment plan appear.
Select the check boxes of all the procedures in the visit that you want to schedule an appointment for, or select the check box at the top of that visit to select all the corresponding procedures.
ClickTap Create Appointment. This button is available only if all the procedures in a visit are selected.