How to arrange a treatment plan into visits

Overview

Sometimes, you need to organize and allocate treatment item codes into visits in a treatment plan. This can include moving treatments into different visits than what they were originally listed. Here's how to do it.

Steps

1. From the patient's profile, click on Plan.                                                                                                                
   
   
   
   
2. Click on the Plan you want to edit.                                                                                                          
   
   
   
   
3. Click on the Cog button and select an option from the "Move To" section (shown).                                  
                                                                                                                                                                    
   
   
4. Alternatively, you can simply click on the treatment you wish to move, hold and drag it to the desired visit.
                                                                                                                                                                     
   Release the treatment once it is in the desired visit.

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