Add Planned Treatments to Appointments

You can add a patient's planned treatment to an appointment from the Scheduler > Active, Weekly, or Pending tab and the Appointment Lists window > Appointments or Wait List tab.

To add planned treatment to an appointment:

1. Open the Scheduler module.

2. Locate the appointment.
Locate on the Active Tab

1. Click the Active tab.

2. Use the navigation bar to search for the appointment.

Locate on the Weekly Tab

1. Click the Weekly tab.

2. Use the navigation bar to search for the appointment.

Locate on the Pending Tab

1. Click the Pending tab.

2. Search for the pending appointment.

Locate in the Appointment Lists Window

1. Click the Lists () icon to display the Appointment Lists window.



2. Click the Appointments or Wait List tab.

3. Search for the active or waitlisted appointment.

3. Right-click the appointment and select Appointment Treatments to display the Appointment Treatments window.



Note: Only approved planned treatments display.

Tip: If you want to display all planned treatments, deselect the Hide Inactive Treatments checkbox.

4. Complete any of the following:

   • To add a planned treatment to the appointment, select the listed treatment and click the > button to move to the Appointed Treatments pane.

   • To add a new planned treatment to the appointment, click the Planned Procedure ellipsis to display the Procedure Codes List window and select a procedure.

   Example: You need to make an unexpected appointment for an emergency situation.

Tip: If necessary, you can select a listed treatment and click the < button to remove from the appointment.

5. When ready, click Close.