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