Legacy - How does one delete a plan from cart but not invoiced ?
Select a Patient and Add Plan
1- Check it
2- Then give reason for deleting Plan Item
3- Then click on "Delete Plan Item"
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Legacy - What is "Record a Plan", "Active Plan", "Cart", "Checkout / Invoice" stages
-- Plan Active or Active Plan >> Treatment Plan containing Plan Items which have not yet dispensed / performed -- Plan is Put in Cart >> Create a partial invoice of Treatment plan items. It comprises of Plan items which are Performed (Dispensed). A ...
Legacy - How do i reverse a plan which is in the Cart?
Only certain domains get to delete the plan which is in cart 1. Delete the item required 2. Invoice the Cart Items.
Legacy - Viewing / Editing the Plan
How to View and Edit the Plan that is connected to your complaint. 1. Here you can edit the plan attached to your complaint or add to the plan 2. Add to the plan items the client want. 3. Edit Item the client do not want by clicking on the x to ...
Legacy - What do I do if I have invoiced the wrong customer?
One will have return the items for the specific invoice and then use the return item credit to settle the incorrect Invoice All Invoices Return Items Crediting Return Items Refund Credits After settling the credits, the plan item can be invoiced to ...
Next Gen - View in Cart / Plan
Navigation : Go to Money Manager >> View in Cart/Plan. This Page will help you get a list of all the client who have Plan Items in Cart and in the Active Plan page. Please click on the Drop down to toggle between plan items In Cart/In Plan. The list ...