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Setting treatment plan visit reasons
Since not all appointments are for the same reason, you have a great amount of flexibility in setting appointments by dividing the reasons into three primary categories:
· Initial – A procedure that you would do on an initial visit, such as an exam or a prophy.
· Tx – A procedure that you previously treatment planned.
· Misc – A procedure that was not planned for.
To set a reason for a treatment plan visit
1. In the Schedule toolbar, click the Schedule Appointment button.
The Select Patient dialog box appears.
2. Select the patient that you want to schedule an appointment for, and click OK.
The New Appointment Information dialog box appears.
3. Under Reason, click Tx.
The Treatment Plan dialog box appears.
4. Select the procedure that you want to schedule from the list, and then click Close.