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Creating a Planned Appointment and Scheduling Treatment

  • staceymcintosh848
  • Jun 1, 2021
  • 1 min read

Creating planned appointments for our patients is ideal. This way it is easy for the front desk to see what needs to be done and what has been discussed with the patient (especially if the patient is not ready to schedule an appointment). Below you will see how to create a planned appointment and how to schedule that planned appointment from beginning to end.


1. Creating a Planned Appointment, then Scheduling the Planned Appointment

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