How do I add a future appointment to a treatment plan?
When charting treatment for a patient, you can indicate whether future appointments are needed, as well as appointment requirements such as duration and booking interval. These are known as unbooked appointments.
To add future appointments to a treatment plan:
Open the patient's ' Chart ' tab and open the treatment plan.
Underneath an existing appointment, select the calendar icon with a plus symbol.
Select ' Add appointment '.
A new service appointment is added to the treatment plan. Initially it will be named 'Appointment' with the next available number chronologically. You can rename it at any time by selecting the existing name and typing a new one.
Add any clinical notes to the appointment.
Change the duration of the appointment if needed. This tells the receptionist how long the appointment needs to be when they book it in.
Select the clock icon above the appointment to set the booking interval (how many days or weeks after the previous appointment it should be booked in).
When you add a booking interval, Dentally automatically adds a note to the appointment in the 'Appointments' tab so the person booking can see when to book it. See How to set the booking interval for an unbooked appointment for more detail.
Adding an appointment to the treatment plan generates a new unbooked appointment in the 'Appointments' tab, displaying the relevant notes you have added. This tells the receptionist what details to factor in when booking the appointment.
When you have added the appointment details, see How to confirm an unbooked appointment is ready for booking to make it available for the admin team to book.
You can then add treatments to this unbooked appointment in the 'Chart' tab as needed.
How do I reorder treatment items and appointments within the same plan?
You can move treatment items and appointments within the same plan using the drag handle by hovering over the item. Follow How to reorder appointments and treatment items for the full steps.