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Manually approve treatment plans

Step 1.

Go to Search patient.

Select the patient you want to create a treatment plan for.

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Step 2.

You will then be taken to their patient EMR page.

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Step 3.

Go to the invoices tab and click the binoculars icon on the invoice you want to approve.

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Step 4.

This will take you to view the invoice for the treatment plan.

Click Approve. A message will appear at the top of the screen confirming the approval, click Yes.

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Step 5.

You will then receive a Success message at the top of the screen.

Once an invoice has been approved you will be able to make a credit note and make a payment.

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Step 6.

Under the invoice tab, the invoice status will now be Approved.

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Automatically approve treatment plans

Go to Settings> Financial.

In the Customer invoicing tab you can enable auto-approval by ticking auto approve customer invoices. Then click Save.

Now when you charge a procedure, the invoice will automatically be approved.

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Related Guides

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