A provider can review a treatment request before or after an appointment for that request is scheduled, according to your organization's policies.
To review a treatment request
While you are adding or editing a treatment request (in the New - Treatment Request or Edit - Treatment Request dialog box), select the Reviewed checkbox.
The review options become available.
By default, today's date appears in the Date box as the date of the review, but you can specify a different date if necessary. To specify the date that the treatment request was reviewed,do one of the following:
To enter a date, do any of the following:
To change the month, click the month portion of the date and then enter a month as a 1-digit or 2-digit number.
To change the day, click the day portion of the date and then enter a day as a 1-digit or 2-digit number.
To change the year, click the year portion of the date and then enter a year as a 2-digit or 4-digit number.
To select a date, do the following:
Click the calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
To specify the provider who reviewed the treatment request, do the following:
Click the search button 
.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider" security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button 
.
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
The Status changes to Reviewed automatically.
Note: If you clear the Reviewed checkbox, the Status reverts to Received automatically.
4. In the Notes box, enter additional notes as needed.
5. Do one of the following:
To save the changes, click Update. Then, on the message that appears, click OK.
To save the changes and schedule an appointment for the treatment request, click Create Appt. However, you can schedule the appointment at a later time.