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Lollie
Canine II

Scheduling an appointment through treatment plan

We are using WinOMS. Why can't we schedule our appointment through a treatment plan?  It's really a pain to manually put in what we are doing for the next appointment when it is all listed in a treatment plan. 

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stu
CS Dental Employee
CS Dental Employee

Scheduling can be done through the patients workspace, and when trying to post any charges with patient having a treatment plan, those charges will come up to and prompt to be posted.

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We understand how to schedule through the patient chart and how to post using treatment plan after treatment is completed.
What we want is to schedule an appointment from treatment plan and have the treatment show up in our schedule. We have to manually add what’s in the treatment plan to the schedule now.
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I understand that post works fine through treatment plan, but we want to see the treatment plan in the scheduled appointment. so we have to manually put in each thing we are doing.

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tshaw
Community Manager
Community Manager

Hello @Lollie

I see that you are using WinOMS, and this got posted to our OrthoTrac product area. I will get your post moved to WinOMS so that the team sees it. 

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