Please note: if you are using the legacy treatment planner, please use this article.
How do I move an appointment to another treatment plan?
To move a service appointment to a different treatment plan, go to the 'Chart' tab in the patient record and find the chosen treatment plan.
Select the three-dot menu on the right-hand side of the service appointment.
Select ' Move to another treatment plan '.
If no other treatment plans are open, select ' New treatment plan '. Otherwise, select the treatment plan you want to move it to.
The service appointment and its treatment items move to the selected treatment plan.
To move an appointment within the same plan, see How to reorder appointments on a treatment plan.