Moving Treatment between Treatment Plan Tabs

Once a Treatment Plan has been created, it may be necessary to move treatments between the tabs. Treatment can either be dragged from one tab to another, or you can copy, cut and paste treatment between the tabs.

To Drag Services between Treatment Plans

  1. Click the item you wish to move. (Select multiple items by holding down the key as you click on each item).
  2. Keeping the mouse button depressed, drag the item(s) to the correct tab, using the mouse cursor (arrow) as a guide.
  3. Hover the mouse cursor over the tab the item(s) are to be placed in; that tab will become prominent enabling you to then drag the item(s) to the correct appointment within that tab.
  4. Release the mouse button.

To Copy, Cut and Paste between Treatment Plans

  1. Click on the item you wish to move. (Select multiple items by holding down the key as you click on each item).
  2. Right-click on any of the selected items, to display the drop-down menu:
    Right-click menu
    If you are copying, select Copy; if you are removing from the original plan, select Cut.
  3. Click on the appropriate tab; use the arrow within the Treatment Plan as a guide to find the appointment that you wish to place the item into. Right-click and select Paste

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

Moving Services into Appointments

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

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

Next >>

To Hide Treatment Within Appointments