Shifting Treatment Plan Items

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Items in the Treatment Plan page can be placed into visit order and/or the order of the items can be moved around within the visits. 

There are 2 ways Treatment Plan items can be moved:

  1. Shift Up & Down arrows: this allows a single item to be moved up or down with each click

  2. Drag & Drop: This allows single or multiple item rows to be dragged and dropped where required within a visit
     

Shift Up & Down arrows

To shift an item up or down by 1 treatment row:

  1. Select the item row

  2. Click Down or Up arrow

Drag & Drop

To shift multiple rows and/or to shift more than 1 treatment row up or down, use the drop & drag feature:

  1. Select the item/s (use Ctrl or Shift key if more than 1 row)

  2. Click the 6 dots and drag the rows

  3. As you drag the rows you will see a red thick line to indicate where the items will be dropped when the click is released

 

 

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