What are linked appointments?
Linked appointments are appointments booked into the calendar which are linked to a treatment plan.
Linked appointments are shown in the treatment plan with the practitioner, date and time in the top right corner. This ensures the right appointments are booked for treatments.
📝 Please note: If the appointment doesn't say 'Ready to book', this is an unbooked appointment. For details on unbooked appointments, how they are created and where to find them, read our dedicated article here.
How do I link appointments?
When you chart a new treatment plan, it generates an unbooked appointment in the 'Appointments' tab. You can then book this unbooked appointment in and it will be automatically linked to that treatment plan.
You can also link treatments to existing and historic appointments if you wish, for more accurate reporting.
In the chart, find the treatment plan you wish to link. Click the chain link 🔗 icon on the right and select the relevant appointment from the dropdown. This will link the treatment to that appointment.
How do I unlink an appointment?
In the chart, make sure the 'Service Appointment' and 'Treatment Plan' are open and not completed, and that they are already linked to an appointment.
Then click the 'Unlink' button in the bottom right of the course of treatment, to unlink the appointment. The treatment will then no longer be associated with that appointment.
Why should I link appointments?
Dentally works more efficiently when a patient's treatment plan is linked to their booked appointments in the calendar. This gives you more efficient reporting and easier patient management.