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
Click the item you wish to move. (Select multiple items by holding down the key as you click on each item).
Keeping the mouse button depressed, drag the item(s) to the correct tab, using the mouse cursor (arrow) as a guide.
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.
Release the mouse button.
To Copy, Cut and Paste between Treatment Plans
Click on the item you wish to move. (Select multiple items by holding down the key as you click on each item).
Right-click on any of the selected items, to display the drop-down menu: If you are copying, select Copy; if you are removing from the original plan, select Cut.
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