Scheduling Appointments

Scheduling Treatment Plan Appointments

Related Training

Creating Treatment Plans Recorded Class

To schedule a treatment plan appointment:

1. Find a date and time on the Schedule and click-and-drag the length of the appointment.

2. Click + next to the duration time. The Search Patients field is displayed.

3. Find and click the patient's name. The patient’s Snapshot is displayed.  

4. Scroll down until you see Treatment Plan and click Schedule. The Appointment for window shows the procedures that have been added to the treatment plan.

5. Click Add To Appointment next to the procedure you want to schedule.

6. Click Schedule Appointment. The Schedule displays the appointment.

 

Related Topics

Scheduling New Appointments

Editing Appointments

Adding Notes to Appointments

Adding Notes to the Schedule

Scheduling to Another Location

Scheduling Teledentistry Appointments

Confirming Appointments

Canceling Appointments

Rescheduling Appointments

Using the Short Call List

Using the Recare List

Printing the Schedule

Skill Sharpeners