Schedule an Appointment with Treatment Plan Visits


When making appointments for a treatment plan, you will notice each visit will be listed in the Treatment Plan section of the appointment. 

  1. Click the navigation menu > Appointments

  2. Right click on vacant appointment time > Insert New... > New Appointment  or Family Appointment

    1. Find the appropriate patient 

    2. Click Show Treatplans
    3. Select from available Treatment Plan found list if more than 1 plan exists
      Note: The most current active Treatment Plan will be default view
    4. Remove ticks from tick box for any items to be excluded

    5. Fill in the remaining appointment details

    6. Click OK

Note: If you have setup the time per visit in the Treatment Plan, time duration will be automatically allocated to the appointment. This can be changed if required.



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