How do I schedule a patient for treatment?

You can follow all steps listed in help center article 'How to Schedule a Patient' to open the

'Add Appointment' window.

Select 'Treatment Plan'.

Click on + to Add procedures from the Treatment Plan

Check the box of desired procedures you would like to schedule.

Click on the 'Arrow' to filter between different Treatment Plans.

Under 'Select New Procedures' you can search for New Procedures to add to the appointment if not previously added to the Treatment Plan. Click on desired Procedure to 'Add' to the appointment.

Click on 'Add' to add Treatment to appointment.

You can then follow remaining steps to either 'Set Appointment' or 'Find Appointment' outlined in Help Center Article 'How to Schedule a Patient'.

You can schedule a patient for Treatment through their Patient Chart.

Select 'Charting' from Patient Navigation.

Check the box of desired Treatment you would like to Schedule Appointment for.

Click on 'Schedule Procedures', to add selected Treatment to an appointment.

The 'Add Appointment' modal will appear.

You can follow the steps in the Help Center Article 'How to Schedule a Patient' to finish scheduling the appointment.