Next Gen - How do I return a plan item?

Next Gen - How do I return a plan item?

Navigation : Go to the client/patient's Dashboard for whom you wish to return the plan item for and click on the Wallet under that click on Past Invoices, as shown below.




Once you're on the page, under the invoice created please click on the arrow as shown below.





When you click on the arrow, you will have the list of plan items added on the invoice and you can select the plan item/items that you want to return and enter the reason for the return as shown below.


1> Select the plan items that you want to return.
2> Enter the reason for the return.
3> Click on return.
    • Related Articles

    • Next Gen -Plan Item Triggers

      Step 1: Go to "Step up" Step 2: Under plan Items Check for Category Sub Category Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly) Communication Form Diagnosis Drug Education Form Operative ...
    • Next Gen - Creating a Plan Item

      Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item.        This would give you the details ...
    • Next Gen - How do I add a Plan Item?

      Step 1: Search for the Patient Step 2: Go to "Plan" Step 3: Search for plan Item Step 4: Select the plan Item to add
    • Next Gen - How do I Add/Edit cost for a Plan Item?

      Navigation :  Go to : Inventory and Plan items >> Plan item Management >> Plan Items  On this page, please search for the plan item for which you would like to update the price for. once you have the plan item populated, you will have the option to ...
    • Next Gen - At the time of performing the plan, how do we change the price of a plan item?

      Navigation: Once you're on the add plan page - , Please search for the plan item and add them to the page. Once you have the plan item added, you will have the options to override the sections "A,B&C" A- The Quantity can be increased or decreased. B- ...