Skill Sharpener

Exercise 1—Add a pre-defined appointment for PM–Perio Maintenance

To add the appointment:

  1. Select Lists > Pre-defined appointments. The Pick List window is displayed.

  2. Click Add. The Pre-Defined Appointment Definition window is displayed. 

  3. In the Description field, type Perio Maintenance

  4. Press Tab. The cursor moves to the Abbreviation field. Enter PM.

  5. Click the Tx Class drop-down list, and select Hygiene.

  6. Select the Recall appointment option.

  7. In the Producer/Non-Producer grid, click the arrows to show 0/6/1/0/0/0 (0 units of non-producer time and 6 units of producer time, 1 unit of non-producer time, followed by 0's in the remaining fields).

  8. Click the Description column, and enter 150. This is the ADA code for Periodontal Maintenance. Press Tab. The code, a description, and the standard fee are automatically generated.

  9. Press Tab to accept the fee. The cursor moves to the next line in the Description column. 

  10. Click OK. The Pick List window is displayed. 

  11. Click Cancel.