Personal Planner

The Personal Planner tutorial will teach you how to use your personal planner. Personal Planner allows you to keep track of unapproved treatments, notes, assigned patients, appointments, patient needs and overdue patients. Watch the video above and follow along with the instructions listed here:

  • Click on the Personal Planner icon on your desktop.
  • Click on the magnifying glass.
  • Click on the magnifying glass now.
  • Click on the “end date” column header now.
  • Click on the appointments tab now,
  • Click on the magnifying glass.
  • Right click on the very last patient on the list, take two video, and select “go to appointment”
  • Click on the “reschedule” button. Now, you need to Close the Appointment History window.
  • Click on the chair tab to select your assigned chair. Make sure the correct clinic comes up, and if not,
  • Click on the book icon to change the clinic.
  • Select chair 163. click on the active tab.
  • Click on the Patient needs tab now.
  • Click on the Add a New Record icon on the top.
  • Under type, select “general treatment”.
  • Click on the 3 dots beside the “codes” section.
  • Double click on the appropriate treatment, in this case, choose Perio.
  • Click on the “add “button and close this window.
  • Click on the Overdue Pts tab now.
  • Click on the magnifying glass to see the list.