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How to adjust a treatment plan
How to adjust a treatment plan

What should you do if you've chosen the incorrect number of treatments from a treatment plan during an appointment?

Pablo avatar
Written by Pablo
Updated over a week ago
  1. First, verify if the record is closed by navigating to the treatment tab. If it's not, complete the record and select 'Close & Next' to close it.

  2. Check if the invoice is already created in the payment tab.

  3. Click on the green 'Edit Invoice' link in the payments tab. This will allow you to make necessary changes. Note: The [edit invoice] link is available based on user rights and might not be visible to all users in the account.

  4. Navigate to the treatment tab and adjust the quantities or remove lines as needed, based on the treatments that were actually performed during the appointment.

  5. Return to the payments tab and click 'Confirm'.

To ensure the correct quantities are reflected, open the patient overview window. Click on the history button and select 'Treatment Plan'. Confirm that both the amounts used and credits are now accurate.

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