Setting appointments to complete

When you set an appointment to complete from the Schedule, the completed procedures are posted automatically to the Accounts module, and if the appointment is attached to the Recall module, you are prompted to create a new recall appointment.

To set an appointment to complete

1.   Select the appointment that you want to set to complete.

2.   In the Schedule toolbar, click the Set Complete button.

The Set Appointment Procedures Complete dialog box appears.

3.   Select the procedures that you want to post, and then click Set Complete.

The appointment block turns gray indicating that it has been completed.