Updating Planned Fees

Description

This article will guide you through updating planned treatments to the currently used fee guide. Typically this done each year after fee updates.

Step-by-Step

  1. Visit the Transactions module
  2. Click on the Calendar icon found at the top right corner
  3. Choose Treatment Status
  1. Deselect Complete and choose Planned instead
  2. Set a Date range if you wish to avoid updating plans older than a given date
  3. Generate the report
  1. Left Click on the first name listed to highlight it, then scroll down far enough to encompass surnames A-C
  2. Hold the Shift key and Left Click another name, this will highlight all selections between the first and second clicks
  3. Right Click the highlighted group and choose Update Fees
  1. Select the Yes button to continue.
  2. 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