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CS Dental Employee
CS Dental Employee

* Tip of the Week * - How to Convert a Treatment Plan to Actual Charges in a Patient's Workspace

*** Tip of the Week ***

How to Convert a Treatment Plan to Actual Charges in a Patient's Workspace

An open treatment plan must be converted to actual charges once a patient returns to the practice and receives services.  To correctly convert a treatment plan to actual charges, follow these steps:

  1. Open Patient's Workspace
  2. Click Charges

    ChargesIcon.jpg

  3. The 'Treatment Visit Conversion" window will appear.  Drag the name of the treatment plan to be converted from the left side box (Patient's Treatment Visits) to the right side box (Treatment Procedures to Convert to Actual Charges).

    TPlanPopUpWindow.jpg
    (NOTE: Individual line items can be converted by individually dragging and dropping them from the left side box to the right side box.  The entire treatment plan can be converted with a single drag and drop by selecting the name of the treatment plan)

  4. Click Ok
  5. A new window will appear which will allow the user to make changed to the treatment plan line items if necessary.  (NOTE: Highlight a line item and click edit if changes need to be made)

    TPlanEditWindow.png

  6. Click Ok (Ok located in the bottom right corner of window)

 

The treatment plan has successfully been converted to actual charges in the patient's ledger.  The Treatment Plan will now display a green money bag icon next to its name (on the Treatment Plan tab of the patient's workspace).  This denotes that it has been converted.

TPlanMoneyBag.png