Scheduling appointments from treatment plans

You can quickly schedule appointments for the procedures in a patient's treatment plan.

To schedule a treatment plan

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
- On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.
- On the Patient menu, under Clinical, click (or tap) Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.

On the Tx Planner tab of a patient's clinical record, under Active, select a treatment plan.
The procedures (arranged by visit) that are associated with the selected treatment plan appear.
Select the check boxes of all the procedures in the visit that you want to schedule an appointment for, or select the check box at the top of that visit to select all the corresponding procedures.
Click (or tap) Create Appointment. This button is available only if all the procedures in a visit are selected.
Schedule the appointment.