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Add treatment to an appointment

If you have the Treatment Planning and Next Visits panels visible at the same time, you can use drag and drop to connect procedures with appointments.

  1. Confirm that the Treatment Planning and Next Visits panels are both visible
  2. Optional: Create a new appointment by selecting from the Next Visits panel and choosing Create Unscheduled Appointment.
  3. Confirm that the appointment you are adding a procedure to is visible
  4. Drag the procedure and drop it on the appointment in the Next Visits panel
    • If you drag and drop a step set procedure, you can choose which of the steps to connect to the appointment.

If you didn't choose a date and time for the appointment, you or a colleague can schedule it later from the Next Visits panel or the scheduling clipboard.

To learn more about working with unscheduled appointments and the clipboard, see Schedule from the clipboard.