Showing procedures in appts.

drtech · Post by **drtech** » Wed Aug 22, 2007 11:36 am

Noticing the change in 5.0.15:

"Procedures that are attached to other appointments no longer show as available to schedule from another appointment."

My opinion is that we should have those attached to other future appts still show in the list, just with some indication that it is attached. In my old custom version I changed the background color for those type of procedures instead of removing them. This makes it much easier to move procedures from one appt to another if needed.

I found this occurring not all that often, but maybe a few times a month where you have procedures attached to another appt, but you do them today instead. If they are not shown, you have a hard time seeing them to figure out how to changed them to "today's appt"

I would program this in myself, but with the new grid in the appt edit window, I can't seem to figure out how to specify what color to use anymore.

sparkly · Post by **sparkly** » Wed Aug 22, 2007 5:15 pm

from a user standpoint, this used to drive me crazy in Mogo...you'd have to find the other appt, change what procs are connected to it, and then hunt for the original appt you're tweaking.

drtech · Post by **drtech** » Thu Aug 23, 2007 7:18 am

exactly...couldn't have said it better.

Post by **jordansparks** » Thu Aug 23, 2007 7:30 pm

OK. I get it. I just thought that since there was no indicator, it was hazardous to leave them visible where they could be grabbed accidentally. But lets not just use a color. That's so unintuitive. Maybe the description of the procedure can just be prepended. I'll do it. I've been mucking around in this section of code recently enough to make it go fast.

drtech · Post by **drtech** » Fri Aug 24, 2007 10:27 am

Sounds great...and while you are at it, I think it would be best for procedures completed that day, didn't disappear from the list after they are completed. That way if they were completed from the chart and not attached to the appt, they can still be attached later on with the C status listed next to it for complete records.
Currently, it disappears when procs are completed from the chart and you are not able to attach them. You would have to limit it to that current day of course or all the old procedures would be there. What do you think?

Post by **jordansparks** » Fri Aug 24, 2007 2:02 pm

I did the first part, but don't have time to get to your other suggestion. It would be better for now if the dental office staff simply got in the habit of adding the procedure to the appointment which is already complete. That already triggers it to be set complete. There is no good reason, as far as I'm concerned, for an office that is using the OD scheduler to ever complete a procedure from the Chart module.

drtech · Post by **drtech** » Sat Aug 25, 2007 7:42 pm

ok...yes, I agree that would be good, but hard to break old Dentrix habits

OK, we will work with it for now...