Description
This Quick Guide demonstrates how to separate procedures on a treatment plan to additional visits.
Steps
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In the Charting module, procedures for a treatment plan are added to the Treatment Plan Cards.
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It is helpful to stretch the treatment card to create a larger work area. Click the Resize tool on the Treatment Plan Card and drag it upward to expand its size.
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Identify the procedure(s) that need to be moved into a different visit.
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Click and drag the first procedure down into the white space beneath the existing visit.
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Visit 2 will appear automatically. Drop the procedure into this new visit.
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Create as many visits as needed. Drag any procedure into the white space under the existing visits, and Visit 3 (and beyond) will appear.
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Alternate Method: Right-click on the treatment card to bring up the context menu, then click Add Visit.
Helpful Links
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