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 step before the final invoice. Plan items performed for multiple Patients of the same client can be put in cart and then a single invoice can be created for all patients (Check out)

-- Check out >> If the Plan items are Performed and a final Invoice is to be generated

Recording a Plan Stage

1- Add plan Item

2-Fee

3-Save the plan.

Active Plan Stage

Editing can be done at this stage

Assuming we have selected "Put in Cart" we will get the following Screen

1. Only Selected Users will have a right to delete from this stage

2. Invoice the Cart Items

One can now take payment as Invoice is created - Invoice or Check Out Stage

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