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Canine III

Posting patients appointments from yesterday

Can someone walk us through step by step on how to post patient's appointments yesterday? I can add the treatment info into the chart- but I need it to post that the appointment occurred. Pls advise.

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Community Manager
Community Manager

Re: Posting patients appointments from yesterday

Hello @CWalsh250-

I reached out to our team and someone is being assigned to assist you with this, due to schedules it may be this afternoon however. 

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CS Dental Employee
CS Dental Employee

Re: Posting patients appointments from yesterday

Good afternoon!
When adding the treatment information and procedure code into the chart it registers as an appointment. In the charting notes, enter the date the actual appt took place.
Click the icon for patient check out (this will allow you to post the procedures and schedule the next appt).
Unfortunately, the appt for yesterday will still be documented as a no-show.
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Canine III

Re: Posting patients appointments from yesterday

I can post the procedure to the patients account so that it shows up in the "tracking history" as completed, but it will not show in my reports when I run stats for the month as a completed procedure type. ie: when I run my New Patients, observation, full debond patient status list for the month to track for November the patients from yesterday will be missing from that list- correct?

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CS Dental Employee
CS Dental Employee

Re: Posting patients appointments from yesterday

As long as you are opening the patients chart, entering the procedure codes and taking them through the check out process of posting those procedures they will still show on your tracking report.   The date will be incorrect in the tracking report - but as long as posted this month, will be correct for your monthly totals.

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