Scheduling appointments from treatment plans

You can quickly schedule appointments for the procedures in a patient's treatment plan.

To schedule a treatment plan

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under Clinical, click (or tap) Treatment Planner.

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.

        

      The patient's clinical record opens with the Tx Planner tab selected.

   On the Tx Planner tab of a patient's clinical record, under Active, select a treatment plan.

   

   The procedures (arranged by visit) that are associated with the selected treatment plan appear.

   

2. Select the checkboxes of all the procedures in the visit that you want to schedule an appointment for, or select the checkbox at the top of that visit to select all the corresponding procedures.

   

3. From the Create menu, click (or tap) Appointment. This option is available only if all the procedures in the visit are selected.

   If any of the procedures in the visit that are being billed to insurance require a predetermination, according to the patient's primary insurance plan settings, but a predetermination has not been created for the visit's procedures, the Create Appointment dialog box appears; otherwise, skip to step 5.

   

4. Do one of the following:

   • To create the appointment without creating a predetermination, click (or tap) Create Appt.

   • To create a predetermination before creating the appointment, do the following:

     1. From the Create Predetermination menu, click (or tap) the insurance plan that you want to create a predetermination for.

        

        The Predetermination Detail dialog box appears.

        

     2. Change the details of the predetermination as needed.

     3. Click (or tap) Submit.

5. Schedule the appointment.

6. If you have attached treatment-planned procedures that are already scheduled, the Attach Treatment Plan message box appears so you can confirm that you want to remove the procedures from the other appointment. The message displays the date and time of the affected appointment and a note that it will be updated. However, if removing those procedures leaves another appointment empty, the message displays the date and time of the affected appointment and a note that it will remain scheduled on the calendar but be empty. To confirm that you want to move the procedures, click (or tap) Attach to This Appointment.