This article covers the steps to change the billing doctor for all planned treatments. The steps covered here are to mass change the claim doctor from the Treatment Status report.
- You may set the Billing Dr. whose planned treatments you wish to mass change
- Adjust the Date From and Date To for all planned treatments created. You may leave them blank to generate all planned treatments under the selected Billing Dr.
- Make sure that only Planned is selected under Claim
- Select Generate
- Select all planned treatments and right-click to bring up the menu, select Edit Selected.