Enabling Treatment Visits
- Ben Baker
- Tutorial
Enabling Treatment Visits
Open the Charting tab > Select the cog icon in the top right of the treatment plan > Turn on "Treatment Visits Default on"
Check the slider is set to on and confirm and save the changes
Visits can also be added from the button as the bottom of the treatment area
When visits are enabled, they will display in the treatment area, allowing for treatment to be dragged and dropped under a visit
Right Click on the visits for further options
From here we can convert to a planned appointment for reception to book
The visits has been converted to a planned appointment it will display the ? icon
Hover over the visit to see the details
The visits will also be displayed in the patient appointments
Rename the visit to add Appointment or payment information
The information can also be seen on the patient estimate
