Use the Procedure Groups & Chains editor to set up appointment procedures that should be scheduled either on the same day (procedure chains), or within a certain timeframe of each other (procedure groups).
Home ribbon bar > 
Editors > Scheduling > Procedure Groups/Chains. (You can also search for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select Scheduling in the list at the left, and choose the Procedure Groups/Chains option.
You set up procedure groups ( appointments that should be scheduled in a timed sequence) with the options in the top portion of the window. Procedure chains (appointments that should be scheduled the same day) are set up with the options in the bottom portion of the window.
Choose record to work with - Your list of existing records appears at the left, groups at the top of the window and chains at the bottom. Click the group or chain to work with. The details for that record appear at the right.
Create new group or chain - Click Add in the appropriate section of the window, then type a name and abbreviation in the Create New Group or Chain window. Then click Add.
Edit group or chain details- Define which procedures should be included in the record.
Description - Type the full description for the group or chain.
Abbreviation - Type an abbreviation for the group or chain. The abbreviation is displayed in your Procedure List when you use the Smart Scheduler, preceded by CH: (chain), or PG: (procedure group).
Foreground / background colors - Set up the colors to display when this group or chain appears in a list of procedures to be scheduled. Once you schedule the group or chain for a patient, the individual procedures will take on their own colors.
Add procedure - Click an available procedure name, then click Add> to include it in your group or chain.
Up / Down - Click a procedure that is in your group or chain, then click up / down to re-order the procedures.
Remove procedure - Click a procedure that is in your group or chain, then click Remove.
# days to follow (groups only) - Enter the number of days to wait before scheduling the next appointment in the group.
Delete group or chain - Click the name of a group or chain, then click Delete to remove it from your system. This does not delete the individual procedures, only the group settings.
Save Changes Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Smart Scheduling required - Note that you must use the Smart Scheduler to appoint your procedure groups and chains: If you use manual scheduling, you must schedule each appointment separately. See "Use the Smart Scheduler" for details.
Treatment chart integration - Your procedure groups and chains are included in the list of available responses for the Procedure List column type. See "Add, Edit, & Sign Treatment Chart Records" for details.
Processing procedure groups/chains - When you process a procedure that is part of a procedure group or chain, you have the opportunity to process the related procedures as well.
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