Looking for a way for the scheduled services on appointments in the calendar automatically populate over to a treatment plan i.e. new patient emergencies/limited visit with established patients that have an extensive treatment to have the first phase recognized as a limited/comp exam with whatever x-rays have been taken to complete that said visit for financial presentation. As of right now we are having to manually enter them into the treatment plan as the first visit. Or another instance if we were to have a new patient come in on a restorative side who was interested in a new patient hygiene appointment for those services to populate as a full appointment in a treatment plan to show the financial aspect of it.
Thank you for the suggestion.