When items listed on a Treatment Plan are completed, they need to be moved to the Treatment page to process the invoice and/or payment.
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Click the navigation menu > Patients > Treatment Plan page
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Treatment toolbar > Transfer from Treatment Plans / Click transfer icon
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Select the Date of the treatment plan to view (optional)
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Select to Show Only Active Treatment Plans (optional)
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Tick to Transfer Plan Notes (optional)
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Highlight completed items
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If multiple items exist for the one visit, select one and then click SELECTED VISIT
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Click OK
- Items will appear in the Treatment tab
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