SoftDent: How to Schedule an Appointment from the Treatment Plan

Document created by chriscornett Employee on Aug 10, 2017
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Goal:                                                                   

To be able to schedule an appointment from the treatment plan

Solution:

CS SoftDent Software allows scheduling of treatment from a patient treatment plan. The following steps detail the process:

Within Versions 11.0 - 14.2.8 & 16.x.x

 

  1.  Click List to open the patient list window.
  2. Highlight the desired patient in the list.
  3. Press <X> on the keyboard to open the patient treatment plan window.
  4. Click Schedule Appointment or press <S> on the keyboard.
  5. Select the group(s) to schedule, type, length, assignment, doctor, hygienist, and assistant (if needed).
  6. Click OK.
  7. Click Appt Book. The Daily Appointments will be displayed.
  8. Find the desired date and time the treatment is to be scheduled.
  9. Double-click the desired time slot to make the appointment.

 

NOTE: If all planned items are in the same group then ALL of the items within the group will be scheduled.

 

Within Versions 10.0 And Prior

 

  1.  Click List to open the patient list window.
  2. Highlight the desired patient in the list.
  3. Press <X> on the keyboard to open the patient treatment plan window.
  4. Click Options.
  5. Select Schedule Appt.
  6. Select the proper treatment group and edit any provider information if needed.
  7. Click OK.
  8. Click Appt Book.
  9. Find the desired date and time the treatment is to be scheduled.
  10. Double-click the desired time slot to make the appointment.

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