The Appointment Details window enables you to quickly transfer information from an existing appointment to the appointment you are scheduling by using a feature called cut-and-paste scheduling. Information can be transferred from the patient’s last missed appointment, from the patient’s next Charting appointment, from the treatment plan, or when changing an appointment.
To transfer information from a patient’s most recent missed appointment:
Click an appointment slot in the Schedule window in the View or Zoom mode.
In the patient’s Appointment Details window, click Last.
Click Paste. The appointment information is transferred to the new appointment.
Make any changes to the new appointment information.
Click OK.
To transfer information from the Next Appointment section of the treatment card:
Click Schedule Appointment. The View Schedule window is displayed.
Select an appointment time. The appointment information is displayed, including the name, date, time, chair, type, time units, and any comments.
Select the Charting option. The window expands, showing the details of the Next Appointment section of the patient’s treatment card.
Click Paste. The appointment information is transferred to the new appointment.
Make any necessary changes to the new appointment information.
Click OK to schedule the appointment. The software asks if you would like to clear this information from Charting. Click No if you would like to save the next appointment information in Charting to view at the next visit.
Click Close twice.
To transfer appointment information for the next treatment plan appointment:
Begin scheduling an appointment by clicking Schedule Appointment. The View Schedule window is displayed.
In the TxPlan 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 the procedure type. Select an appointment time. The appointment information is displayed, including the name, date, time, chair, type, time units, and any comments.
Select the TxPlan option. The window expands, showing the details of the Next Appointment section of the patient’s treatment card.
Click Paste.
Click OK.
Click Close twice.
To reschedule and transfer information from two appointments:
Cancel both appointments; then open the Schedule window in View or Zoom mode.
To reschedule the first appointment, click Last and see "Transferring Information from a Missed Appointment."
To reschedule the second appointment, click Was and see “Changing Patient Appointments Using the Clipboard."
Scheduling Appointments From the Patient Chart
Scheduling Appointments From the Main Menu