Completing An Appointment

Double-click the appointment you want to complete.

Confirm the procedures attached to the appointment.

If the procedures are incorrect:

• If a procedure needs to be removed, click the X on the procedure.
• If additional procedures need to be added click the + under Addtl Procedures.

If adding additional procedures you can select from the following:

• Add procedures by searching for them by their CDT code, procedure name, description, etc.
• Add procedures from the patient's Treatment Plan.

Click Save.

Click View on Schedule.

Click the Appointment Status on the appointment.

Click Appointment Complete.

Click Confirm.

Now that the appointment is completed, it's time to walk out the patient.

Creating & Collecting An Invoice For An Appointment