How do I move an appointment to a different treatment plan
Navigate to the patient's 'Chart' tab.
Locate the appointment you need to move.
Click on the 'Move to another plan'
icon located at the top of the appointment in question.A drop-down will appear where you can choose either an existing treatment plan or add this to an entirely new plan on its own.
💡Top tip: Using this method to move appointments between treatment plans ensures you don't have to re-chart any items and it even keeps ALL your notes intact 🎉