We find with some regularity that a treatment has been charged in the wrong practitioners name. We’ve tried to eliminate this through training, but it still occurs from time to time. Does anyone know of a way for the manager / admin to change this? If not, could the developers provide one?
We currently have to re-open treatment plan > unallocate payment > delete invoice > untick treatment > change practitioner > charge using the same date of the original invoice > complete treatment plan > re-allocate payment.
Suffice to say, this is inconvenient and prone to creating new errors. Worse, it means existing invoices (invoice numbers) are erased / replaced.
Without doing this, Dentally’s reports become useless, and we’re back to calculating schedules manually.