Adding a treatment to a visit that is already in the diary

The patient is with you, the consultation has turned into a treatment, or they have asked for something else while they are in the chair. You can add a treatment to a visit that is already in the diary, without rebooking anything.

Adding it

Open the appointment in the diary and choose + Add a treatment beside Change treatment or in Payment. Both open the same Also had form. Choose the treatment, then press Add treatment.

To replace a booked treatment instead, use Change treatment. Before saving, the panel shows the old price, new price and amount paid. If it asks you to confirm a changed price, choose Charge the new price or Agreed a different price before saving. For a different price, enter the Agreed treatment price. Existing discounts stay when you charge the new price; agreeing a different lower total recalculates its manual discount. A final price already set stays too. After saving, any outstanding message stays until dismissed. For an agreed reduction after saving, use Discount in Treatment prices. See Applying a discount in clinic for the price-confirmation choices and what to check if the agreed price cannot be confirmed.

When the time after the visit is free

The treatment is added straight after the visit, allowing for the treatments' gap when the fit option is available. The visit runs longer and nothing else in the day moves.

When it is not free

If the next patient is already in that time, nothing is added and you are told what is in the way. If your drawer offers it, the button changes to Fit it inside this visit, so the visit keeps exactly the window it already had and nothing else in the diary moves. Press it and the appointment stays as one entry in the column, now listing both treatments.

For a confirmed visit, a fit can be refused where the visit's treatments have a gap between them and somebody else's appointment is sitting in that gap. The message names that appointment, and moving it is the only way through.

Why the consultation stays

The consultation keeps its own place on the visit rather than being replaced by the treatment that followed it. The record that a consultation happened is worth having in its own right, so nothing overwrites it.

Extending over another appointment

If your drawer offers Extend and overrun, it names the appointments the added treatment would overlap. You can choose this for a confirmed visit when the blockers are patient appointments. The visit runs longer, the consultation stays on record and no other appointment moves. It is not offered over blocked time. If the diary changes before you confirm, nothing is added and you need to check the visit again.

Forms and messages

Adding a treatment does not send forms or patient messages automatically. Check that you have the consent you need before treating. The visit total updates to include the added treatment. If the payment information cannot be refreshed, reload the page before taking payment or adding another treatment.