1.5.3 Changing Treatment Status 

When a treatment has been entered as Planned, there is a process required to change the Planned Status to Completed once the work is performed. When there is a lab involved, the office has an option to use the Incomplete status to post the Doctor’s fee on the preparation day which creates a Revenue line for that day. 

Change Planned to Completed 

With the correct Patient file active, select the Planned/Incomplete sub tab. 

1. Highlight the procedure line(s) for the treatment performed today
   NOTE:  Hold the CTRL key and left click lines to make multiple selections
2. Right click the highlighted line(s) to access the menu and select Change to Complete
3. The selected line items will be moved to the Claim box in the center of the screen as if it were a “New Claim”
4. Add new line items if needed or edit the existing items, paying close attention to the producers
5. Click Submit when completed to bring up the Treatment Flow window.
   NOTE: Once the treatment status has changed, it is no longer planned treatment in the Planned/Incomplete sub tab,
   it is now completed treatment and can be viewed in the Treatment sub tab.

Changing Planned to Incomplete

1. Highlight the procedure line(s) for the treatment rendered on this visit
   Note:  Hold the CTRL key and left click lines to make multiple selections
2. Right click the highlighted line(s) to access the menu and select Change to Incomplete
   
   Note: The Lab line should not be changed at this stage. It will be changed to complete on the final visit.
3. The selected line items will be moved to the Claim box in the center of the screen as if it were a “New Claim”
4. Add new line items if needed or edit the existing items, paying close attention to the producers
5. Click Submit when completed to bring up the Treatment Flow window
   
6. At the next appointment (insert), highlight all the Incomplete treatment lines, including the Planned Lab line.
7. Right click the highlighted group and choose to Change to Complete
8. If the lab bill differs from the estimated fee, highlight the lab line and change the amount in the Total field. If there are more than 1 lab line, the amounts must be changed individually.
9. Click Submit to bring up the Treatment Flow window.
10. Make the selections you would like and click Ok to complete the process.

To reiterate some key concepts, Incomplete treatment typically involves labs or multiple patient visits. The Planned treatment can be converted to Incomplete after the first stage/visit, leaving the Lab line as Planned.

The Lab can be converted to Complete on the final visit. Incomplete status is billable and will appear on Day End and any Production Reports.