The below will cover how to perform a portion of a patient's booked treatment plan: ie Invisalign, Crown & Bridge, Implant etc. This article will show you how to see what to do next in your appointment, add to the treatment plan and add to today's treatment if necessary. It will also show you how to schedule the next appointment for this treatment.
Click into Practitioner's Dashboard and find your patient's appointment. Click Start Appointment button on the appointment card (Bottom left). Note the name of the appointment and the treatment being worked on that day. Below it's Perio Treatment - Periodontal - Quadrant.
You will be taken to the workflow of this appointment. Click here to learn more about the in-appointment workflow.
You can review the x-rays and photos from past appointments in the Imaging tab.
Review the Treatment Plan either from the Today's Appointment section in the sidebar, or from the Treatment Planning tab.
You can read the Clinical Notes & Social Notes from the bottom-right corner of any page in the in-appointment workflow, regardless of what tab you are in.
Perform the treatment in real life and update Today's Appointment if necessary. You can do this by clicking the down arrow in today's appointment and adding in any additional treatment by name or by ADA code.
Add any necessary Clinical Notes at the end of the appointment simply by typing in the Clinical Notes portion of the page.
Once the appointment has concluded click the Complete Tab.
You can add any check-out checklist items and set up any tasks, SMS or emails that you'd like Reception to complete.
Finally, set up the next visits in the treatment plan for the patient. This is how you communicate to the Receptionist what the next appointment is for the patient in their treatment plan.
Do this by by clicking into Step 3 under the Complete Tab. Choose the next appointment in the treatment plan and click Set Up Another Appointment.
Update the duration if necessary and choose how many days from this current appointment that the new appointment must be booked.
11. Click Finish on the bottom left of the page.
Front Office will now be alerted to checkout this patient as they walk through to reception.
Click to learn how to Set Up a Multi-Treatment Configuration - ie Perform an Implant, Perform Crown & Bridge, Perform Invisalign