How to set up Panels within your Patient Treatment Screen

 How to set up Panels within the Patient Treatment Screen

Within the patients appointment/treatment screen, each user can customize their setup to exactly the way they want it without affecting any other user in CoAction

AT the top left hand corner, there is a Panels Tab. If you select the panels area you will see a list of options for what is available to display. Anything with a check mark indicates it is somewhere on your screen.

To move the panel placement, you will click on the blue area of the panel header

 While your mouse is clicked, you can start to move your cursor all over the screen to see little windows pop up. If you take your mouse to those locations, you will see areas of the screen highlight. This indicates where that panel will go if you let go of your mouse button. 

 If you move your mouse over top of the tab option in the center, you will be able to stack panels. This allows for more real estate when looking at that specific panel.

NEW in 2025 Update

• CPT Code Search Functionality:
  Save time searching for supplements and procedures! You can now search CPT codes directly instead of hunting for specific buttons. Within the Edit Charges Panel in the Patient Appointment/Treatment Screen, select the to open up the CPT code library. Search for what you are looking for.

NOTE: If a CPT code you are looking for does not appear, it is NOT attached to the Price List connected to the Patient.

- Support Information -

 If you have any questions please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

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