Handling Transactions and Codes > Posting Patient Procedures

Posting a Patient Procedure on the Date of a Scheduled Appointment

To post a patient procedure on the date of a scheduled appointment:

1. In the Patient List window, select a patient and click Transactions on the toolbar. The patient Transactions List window is displayed.

2. Click Add. The Appointment Card window is displayed.

3. To edit the appointment card, click Edit, make changes, and click OK.

4. To post the scheduled procedures, click Post. The procedures scheduled for the current date are posted, and the Transactions List window is displayed. The posted procedures are displayed in the list.

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