Automatically Add/Remove Item from Treatment for FTA

When an appointment is copied or moved to the Cancellation List, D4W/PSS can automatically add an item to the Treatment tab. This can be set up in two areas. 

Option 1: Location Setup

1. Go to Location Setup > General tab

2. Select Group: Appointment Book

3. Set the Automatically add/remove item in Px treatment (status FTA) to Yes   

4. A reminder to set up the items linked to FTA/UTA will appear, click Yes to continue or No to cancel 

5. The Setup Treatment Item Properties window will appear if Yes was selected on previous window, find the relevant item for FTA and tick the relevant Property Value                         

6. Click Clear

7. Find the relevant item for FTA and tick the relevant Property Value

8. Click OK

Option 2: Appointment Book

1. Go to Appointment Book > Options menu

2. Set Appointment Status Types

   1. Tick Automatically add/remove FTA item in Px Treatment

   2. The Setup Treatment Item Properties window will appear, find the relevant item and tick the relevant Property Value                                                                  

   3. Click OK

   4. Repeat for UTA