The action buttons in the Treatment Plan module allow users to work with the selected procedures.
The buttons include the following:
Discount |
Apply a discount to the selected procedures. |
Tx Counselor |
Change the treatment counselor for the selected procedures. By default, the logged-on user will be set as the treatment counselor unless another is selected at the time of entry. |
Provider |
Change the provider for the selected procedures. By default, the provider associated with the logged-on user will be set as the provider unless another is selected at the time of entry. |
Delete |
Delete the selected procedures. (Controlled by security rights) |
Show Plan |
Display only the treatments for a specific treatment plan number. |
Change Status |
Change the status of the selected procedures. |
Change IDs |
Change the Treatment Plan ID, the Phase ID or the Order ID for the selected procedures. |
Re-Estimate |
Recalculate the fees, patient portion and insurance portion for the selected procedures. |
New Appointment |
Launch the Scheduler to schedule a new appointment for the selected procedures to be performed. The selected procedures are automatically selected for inclusion in the appointment. |
Pre-Auth |
Create a preauthorization for the selected procedures. |
Service Restriction |
View service restrictions for services selected from the treatment plan. For more information see Checking for Service Restrictions from a Treatment Plan. |
Tran Date |
Type or select a date to filter the displayed procedures for that date. |
Post to Ledger |
Post the selected procedures to the ledger as completed. |
Tx Plan Filter |
Select a filter from the dropdown to change the types of procedures displayed. |
Order |
Select an option from the dropdown to change the order in which the services in the treatment plan are listed. |