If a patient already has an appointment scheduled to which you need to link a treatment request, you can link that treatment request to that existing appointment. You can link multiple requests to one appointment, but you cannot link a request to multiple appointments.
Note: Editing an appointment to link a treatment request requires the "Appointments, Edit" security right.
To link a treatment request to an appointment
In Appointment Book, double-click an appointment.
If applicable, do one of the following:
If the Password - Appointments, Edit dialog box appears, user verification has been assigned to the "Appointments, Edit" task. Do one of the following:
If your user account has been granted the "Appointments, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Appointments, Edit" security right, have a user with permission temporarily override this restriction so you can edit an appointment to link a treatment request this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Appointments, Edit" security right. To have a user with permission temporarily override this restriction so you can edit an appointment to link a treatment request this one time, do the following:
On the message, click Yes.
In the Password - Appointments, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Appointment Information dialog box appears.
Click the Tx
Request search button 
.
The Select Treatment Request dialog box appears.
Select the treatment requests that you want to link to this appointment. To select multiple requests, while pressing Ctrl, click the desired requests. Only treatment requests that have been created for the patient whose appointment you are viewing are available. Also, if a selected request is already linked to another appointment, you will be asked if you want to unlink the request from its current appointment and link the request to this appointment.
Note: You cannot attach a treatment request with a Canceled or Completed status to an appointment.
Click OK.
Note: The status of the linked treatment request changes to Scheduled automatically.
You are returned to the Appointment Information dialog box.
Click OK.