Conversion Guide: Attaching Recare to Converted Appointments

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Description

This quick guide outlines the steps required to add tag(s) and recare to a converted appointment.

Steps

1. In the Scheduler, double-click the applicable converted appointment



2. In the Tags section, click the Add Tag drop-down menu.




3. In the Add Tag drop-down list, click the applicable recare type(s).




4. Click the Update appointment button.

Note: After clicking the Update appointment button, the updated estimate(s) can be viewed by reopening the converted appointment in the Scheduler.




5. The recare procedure code(s) are attached to the converted appointment and are included in the converted appointment within the Scheduler.



6. The recare must now be added to the patient's account within either the patient's profile or in the Sidekick as outlined in the quick guide, Adding Recare to a Patient's Account.

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