Sheryl.Garrett

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    3 comments  ·  Perio Vision  ·  Flag idea as inappropriate…  ·  Admin →
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    Sheryl.Garrett commented  · 

    highlighting the transactions and hitting the number will move the transactions from appointment / phase 1 to the appt/phase number you select (ex: 4 transactions in treatment plan 0 - all in appt/phase 1. highlight the first 2 transactions and hit the number 2. this moves those transactions to appt/phase 2. highlight one of the transactions in appt/phase 2 and hit number 1 and the transaction will move back to appt/phase 1 inside treatment plan 0). If you hold the shift key and hit the number, it moves the highlighted transactions from the treatment plan they are in to a treatment plan number that you select (ex: highlight a transaction from treatment plan 0 appt/phase 1. hold the shift key and hit number 1. the transaction will no longer be visible in treatment plan 0. change the treatment plan to treatment plan 1 and you will see that transaction). Please let me know if you need more information

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