Transfer Items from Treatment Plan to Treatment


When items listed on a Treatment Plan are completed, they need to be moved to the Treatment tab to process the invoice and/or payment.

  1. Go to Patient Records > Treatment tab

  2. Treatment menu > Transfer from Treatment Plans / Click transfer icon  

    1. Select the Date of the treatment plan to view (optional)

    2. Select to Show Only Active Treatment Plans (optional)

    3. Tick to Transfer Plan Notes (optional)

    4. Highlight completed items

      1. If multiple items exist for the one visit, select one and then click Select Visit

    5. Click OK

    6. Items will appear in the Treatment tab
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