Treatment Planning

Scheduling Treatment Plans

After the patient has agreed to a treatment group or procedure, you can use the software to schedule appointments to complete work.

To schedule a treatment group or procedure:

1. Select an option:

2. In the Patient List window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

3. In the Patient window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

4. In the patient Transactions window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

5. In the InOffice window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

The Treatment Plan List window is displayed.

2. Click Schedule Appointment from the Options section of the Express bar or the Options menu. The Appointment Card window is displayed, with a list of the patient's treatment plan groups and procedures on the right side of the window.

3. Click on procedures from a treatment group in the Treatment Plan section to add them to the Procedures section.

4. Click Book It! The Single Day View window is displayed, with the patient's appointment tile displayed in the center of the window.

5. Find a suitable day, and drag the appointment tile to an appropriate time slot.

3. Select an option:

4. To schedule an appointment for the treatment plan group:Select Autosched from the Options section of the Express bar or click Autosched on the toolbar. The Daily Appointments window is displayed in auto schedule mode. Select a time slot, and select Make Appt from the Options section of the Express bar or the Options menu.

5. To schedule an appointment for the treatment plan procedure:Select Day Book from the Options section of the Express bar or click Daybook on the toolbar. The Single Day View window is displayed. Select a time slot, and select Make Appt from the Options section of the Express bar or the Options menu. A message that asks you to confirm the appointment is displayed. Click Yes. The Appointment Card window is displayed. Select the procedures to schedule from the Code drop-down list, and click OK.

5. Click Close twice.

6. If you try to exit the Treatment Plan window without scheduling treatment plan items (or placing them in the Pending Appointment List), the Treatment Plan Scheduling Wizard is displayed. Click OK to display the Treatment Plan Scheduling window. If you don't want to schedule the procedures, click Cancel. To never display the window again, select Don't show this window again and click OK.