In the Chart Module, click the Planned Appts tab.
Planned appointments are a way to track a patient's next appointment for treatment planned procedures (e.g. RCT, crowns, fillings) from the Chart Module. All patients should have either a planned appointment or be marked Done before going to the front desk. This ensures that no patients get dropped and helps the front desk quickly process the patient with minimal effort. To track unscheduled planned appointments, use the Planned Appointment Tracker.
Enter the treatment planned procedures that will be attached to the planned appointment. See Enter Treatment.
Planned appointments that already exist are listed.
Click Add. The Edit Appointment will show and the treatment planned procedures will list under Procedures on this Appointment.
Highlight the procedures to attach to the planned appointment.
If you need to attach Lab Cases, click Lab in the right panel. Select the lab case or if needed create it. When the planned appointment is scheduled, the lab case will also be attached.
From the Treatment Plan Module:
The planned appointment is now ready for the front desk to schedule. To schedule the appointment chairside instead, click Pinboard on the Planned Appts tab, then drag it to the schedule. This is useful when providers schedule their own appointments.
When treatment is complete: The planned appointment should exist until scheduled treatment is complete so that cancellations or no-shows can be tracked in the Planned Appointment Tracker. Once complete, planned appointments are also marked complete and won't show in the tracker. Deleting planned appointments is optional.
Deleting planned appointments: Deleting planned appointments will permanently remove them, but will not affect any scheduled or completed appointments. To delete all planned appointments, mark Done. This will clear the list and also check the Planned Appt Done box on the Appointments for Patient window. To delete selected planned appointments only, click Delete. This will not affect the Planned Appt Done box.
Usually the chairside assistant or provider enters the planned appointment while charting treatment, then sends the patient to the front desk for scheduling.
This window lists the patient's planned, scheduled, broken, unscheduled, and completed appointments. Planned appointments already completed do not show by default. To show them, check Show Completed Planned Appts.
Planned Appt Done: This box reflects the value of the Done box in the Chart module, Planned Appt tab. When checked, this notifies scheduling that the next appointment will be a recall, not a restorative procedure. If unchecked, there may be a planned appointment.
The new scheduled appointment will duplicate the procedures and length of the planned appointment. The planned appointment itself remains in the Appointments for Patient list until its scheduled appointment is marked complete, or until it is deleted from the Planned Appts tab in the Chart module. In the Chart module Progress Notes, scheduled appointment and associated planned appointment always show next to each other regardless of date.
If a patient leaves the office without making an appointment, or if they cancel at a later date, use the Planned Appointment Tracker to track and schedule planned treatment.
Scheduling chairside: To schedule the appointment chairside instead, click Pinboard on the Planned Appts tab, then drag it to the schedule. This is useful when providers schedule their own appointments.
Changes to a planned appointment: Usually planned appointments are not changed by front staff. Instead, the chairside assistant or provider should review, discuss, and verify the next steps with the patient, making changes as needed. To edit it from this window, double click it.