Adding Appointments to a Treatment Plan

To add an Appointment to a Treatment Plan

1. When the first service is charted in a patient’s Treatment Plan, an entry automatically appears in the Treatment Planning area along with the Course of Treatment number, the first Appointment and the selected Service to be provided.

   

   If your computer is not creating the first appointment automatically, 1) Select Configure > Local Parameters, 2) Tick the Auto-Create Course of Treatment checkbox and enter 1 in the Default Number of Appointments field.

2. Right click on any line in the Treatment Planning Area and choose Add Appointment.

   

3. A new appointment will be added directly below the line you initiated the command from.

   

4. Each click on the Add Appointment menu item will add another appointment to the Treatment Plan.

   When adding appointments don’t forget that the first one has already been created.