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  1. When the first service is charted in a patient’s Treatment Plan, an entry automatically appears in the Treatment Planning area along with the Course of Treatment number, the first Appointment and the selected Service to be provided.

    If your computer is not creating the first appointment automatically, 1) Select Configure > User Settings, 2) Tick the Auto-Create Course of Treatment checkbox and enter 1 in the Default Number of Appointments field.

  2. Right-click on any line in the Treatment Planning Area and choose Add Appointment.

  3. A new appointment will be added directly below the line you initiated the command from.

 

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