Description
This article will guide you through updating planned treatments to the currently used fee guide if you are using version 5.1 and below. Typically this is done each year after fee updates.
If you are using Power Practice version 5.2, the Update Planned Fees utility will update the fees for you.
Step-by-Step
- Visit the Transactions module
- Click on the Calendar icon found at the top right corner
- Choose Treatment Status
- Deselect Complete and choose Planned instead
- Set a Date range if you wish to avoid updating plans older than a given date
- Generate the report
- Left Click on the first name listed to highlight it, then scroll down far enough to encompass surnames A-C
- Hold the Shift key and Left Click another name, this will highlight all selections between the first and second clicks
- Right Click the highlighted group and choose Update Fees
- Select the Yes button to continue.
- Once it is finished loading, as indicated by the Circle icon changing back to a Cursor, highlight another batch of surnames and repeat the steps above
**Note- If your office uses Treatment Proposals, those fees should be updated as well using the Treatment Proposal Reports for all New and In Review plans
Additional Resources
