Moving Services into Appointments

Provided services have not been completed, they can be moved around within and between appointments by dragging them with the mouse, as follows:

  1. Click on the service name within the treatment plan line, and keeping the left mouse button pressed down, drag the service into the required appointment.
  2. To select multiple services together in the treatment plan, click the first service, then hold down the SHIFT key Shift and click the last service.
    If the services you wish to select are not adjacent to each other, hold down the CTRL key then click on each service required.

    To make it easier to select services that are commonly used together in a Course of Treatment, set them up with adjacent codes in the Services List and group them in service categories.

See also...

Treatment Planning

Buttons and Functions in the Treatment Planning Area

Keyboard shortcuts in the treatment planning list

Auto Charting

Multiple Treatment/Service Items

Modifying ‘Course of Treatment’ Settings

Adding Appointments to a Treatment Plan

Editing Appointment Length

Provider making Notes about an Appointment

Alteration of Completion Dates - Backdating Treatment

Mixing Payors for Treatment

Mixing Payor and Private Courses of Treatment

Moving Treatment between Treatment Plan Tabs

To Hide Treatment Within Appointments

Completing (TC’ing) a Course of Treatment

Resubmitting Treatment for Correction

Adding a Treatment Plan to Batch Invoicing

Estimates

Treatment History

Clinical Notes

Custom Screens Attached to Services

Tooth Charting in 3D Mode

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Editing Appointment Length