Action Buttons in the Treatment Plan Module

The action buttons in the Treatment Plan module allows you to work with the procedures selected.

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 Check 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.