How to Apply a Treatment Plan to a Schedule

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Applying a Treatment Plan to a Schedule

First, a treatment plan must be attached to the patient's profile. Click here to learn how to attach a treatment plan to a patients profile.




Create an appointment by clicking on the practitioner's schedule, followed by typing in the patient's name.

If the patient has been set up with a treatment plan, a new field will appear called Treatment Plans. You will be able to select the treatment plan from which they

Use the Treatment Plan Hotlinks to add the products and services to be administered during the appointment.

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