Legacy - How to select Multiple Doctors/providers while building an Active Plan

Legacy - How to select Multiple Doctors/providers while building an Active Plan

In a multi-doctor practice one can now select multiple doctors while building a plan list from the "Plan" link on the dashboard. Each plan item in the list will have a corresponding drop down provider list to select a doctor/provider who has performed the plan item.


Only the Plan items with a provider will be activated which can be then moved to Cart.


After entering the plan the provider's name appears to the right of the plan item





Choosing a new provider for plan item




Provider can be changed in the following ways before puttting in cart / generating estimate
1. Change provider for all plan items
2. Change provider for specific plan item

Select the name of the provider and click Change Provider