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elavid
Canine III

How do you add treatment to an appt?

Patient is scheduled for a cleaning. Fillings are diagnosed, put in the tx plan and pt is wanting to do the fillings the same day as prophy. How do you add tx to an appt?

I was told to make a separate appt next to the cleaning appointment, but I figured there has to be an easier way....

 

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jdowner
Moderator
Moderator

Depending on the office's practices, if you want to keep the appointments separate due to them being different types of appointments or different providers I have seen most offices create separate appointments for recall/cleaning and non-recall production. 

However, if it is preferred, and the appointment has not been checked out yet, you can either right click on the appointment and click on properties, or double-click on the appointment.  Once the Appointment details window is open you can add additional codes.  If you add the codes that are a part of the tx plan, it should link them to the appointment so they are marked as completed when the appointment is checked out. 

Johnathan Downer | Technical Support Analyst
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sonyap
First Molar I

@elavid isn't the patient seeing a different provider for the cleaning than they are seeing for the restorative?

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@sonyap It's the same provider. They are in for a cleaning, fillings are diagnosed and wanting to be done same day.
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It's the same provider. They are in for a cleaning, fillings are diagnosed and wanting to be done same day. 

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