Ability to change practitioner for charged treatment

Question

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.

Saymon · Answer

Hi ​@Ayman👋Unfortunately there isn’t currently a way to change the practitioner once treatment has already been charged and invoiced. Because the practitioner is tied to the treatment and invoice for reporting purposes, the only way to correct it today is essentially the process you described: removing the invoice, unticking the treatment, updating the practitioner, and then re-charging it and reallocating the payment.I haven’t seen this suggested before so I’ll pass it on to the product team as feedback because having a simpler way to correct the practitioner after charging would definitely make sense from an admin point of view.In the meantime, one thing that can sometimes help reduce this happening is making sure the correct practitioner is selected when the treatment is completed, as that’s usually the point where it gets locked in before charging.Thanks for raising it,it’s a really good point.

Sign up

Login with SSO

Join the Dentally Community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded