Link Treatment Plan items to New Appointments

Follow
  1. When making appointment, highlight item/s in Treatment Plan found, dated section. If broken into visits in the treatment plan, the whole visit will automatically be highlighted with one click.

  2. Enter the rest of appointment details

  3. Click OK

Click here to see how to link items to existing appointments. 

Click here to see the Planned Production report details, which calculates potential income based on linking items to appointments. 

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