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ismailqazi
Canine III

Is there a quick way to set multiple appointments on treatment plan?

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Took me a while to get use to it, but i love R4+. My only qualm is adding appointments/charting. when adding treatment to the treament plan (ie marking caries then it pops up to type of fill to add) , it doesnt come under an appointment which i later have to set and drag it under. This takes a long time especially as the treatment is listed under names Sorted by colour (rz, bz etc for red/blue zone etc) of it in the diary and a very long list of items -ie treatment types: rz crown prep1,2,3, rz filling1,2,3 etc; by this time the receptionist is waiting and wondering what needs to get booked.

The main issue is the name of treatment under treatment type esp being a long list; i cannot just press first letters of the treatment and find it (press c and goes to crown), i have to press ie r or b (for bz or rz) then scroll through a long list. If if try type first few letters like 'rz c', it doesnt like it and will not find anything either

my question is, is there a way to automatically add an appointment based on whats treatment you clicked to do? Ie click caries and then filling then it automatically schedules a filling appointment on thr plan with a filling in it?

or is there a quicker way to schedule treatment under appointments or find treatment type i am missing?

thanks, any help much appreciated

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stephen_skelton
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Hi, unfortunately there is no way to automatically link appointments to treatments as the two items are totally independent within R4.  In addition, as it is possible for each practice to create their own list of appointment types, if they had multiple appointments for the same treatment item (e.g. Filling 20, Filling 30, etc) then R4 would not know which appointment to schedule on the treatment plan.

Regarding a quicker/easier way of finding an appointment type in a list, as you are aware pressing the first letter of an appointment will take you to the first item in the list that begins with that letter (e.g. r or b).  However, if you press the same letter a second time then it will automatically move you to the next appointment in the list.  Pressing a third time will take you to the third item in the list and so on.

I realise that this might still take some time to find the right appointment type if you have a large number that begin with the same letter but it might be quicker than having to use the mouse to scroll down the list.

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stephen_skelton
Moderator
Moderator

Hi, unfortunately there is no way to automatically link appointments to treatments as the two items are totally independent within R4.  In addition, as it is possible for each practice to create their own list of appointment types, if they had multiple appointments for the same treatment item (e.g. Filling 20, Filling 30, etc) then R4 would not know which appointment to schedule on the treatment plan.

Regarding a quicker/easier way of finding an appointment type in a list, as you are aware pressing the first letter of an appointment will take you to the first item in the list that begins with that letter (e.g. r or b).  However, if you press the same letter a second time then it will automatically move you to the next appointment in the list.  Pressing a third time will take you to the third item in the list and so on.

I realise that this might still take some time to find the right appointment type if you have a large number that begin with the same letter but it might be quicker than having to use the mouse to scroll down the list.

Thanks for the reply. That is useful to know. I will check with te practice if we can shorten the treatment type list or rename treatment items more appropriately in that case.

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