Transferring Information from a Treatment Plan

To transfer appointment information for the next treatment plan appointment:

From the patient's chart, select Functions > Schedule Appointment. The Appointment summary view is displayed.
Click Schedule Appointment. The View Schedule window is displayed.
In the Tx Plan Detail standard, the procedure information for the next appointment is displayed. Click Find Appointment. The View Schedule window displays a list of appointment times corresponding to that procedure type.
Select an appointment time. The appointment information is displayed, including the patient name, the date, time, chair, type, time units, and any comments.
Select the Tx Plan option. The window expands, showing the details of the Next Appointment section of the patient’s treatment card.
Click Paste.
When scheduling a treatment plan appointment, you must select Paste to attach the procedures to the appointment and keep the treatment plan on track.