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How to reorder appointments and treatment items

🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Changing the order of treatments and appointments within a treatment plan

Written by Amy Baxter

Please note: If you are using the legacy treatment plan, then you will need to use this help article. In the new treatment planner, there is no longer a button to activate reorder mode, instead you can reorder with the drag handles when hovering over the item.

How do I reorder appointments on a treatment plan?

Please note: Reordering changes where an appointment sits on this plan. To move an appointment to a different treatment plan, see

Change the order of appointments on the same treatment plan by dragging them.

  • Open the patient and go to 'Chart'.

  • Select the treatment plan.

  • Hover over the appointment you would like to move

  • Drag the appointment using the handle on the left of the appointment row, then release it in the new position.

Only incomplete appointments can be reordered.

How do I reorder treatment items?

Change the order of treatment items by dragging them. You can also drag an item onto another appointment to move it between appointments on the same plan.

  • Open the patient and go to 'Chart'.

  • Select the treatment plan.

  • Over over the treatment item you would like to move.

  • Drag the treatment item using the handle on the left of the row.

  • To move the item to another appointment, drop it onto that appointment.

Dentally saves when you release the drag. Only incomplete treatment items can be reordered.

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