What is the 'Reassign practitioner on completion' setting?
If the 'Reassign practitioner on completion' feature is enabled for your practice, you can reassign treatments to yourself during completion — even if the treatment was originally assigned to a different practitioner.
How to enable the 'Reassign practitioner on completion' feature?
To turn this on/off for you practice:
Navigate to 'Settings' > 'Practice' > 'Other'
Scroll down to 'Custom Fields & Charting'
Tick or Untick 'Reassign practitioner on completion' to enable/disable this for your site as desired.
What happens when completing someone else’s treatment?
When a logged-in practitioner attempts to complete a treatment assigned to another provider, they’ll see a confirmation pop-up. This pop-up asks whether they want to reassign the treatment(s) to themselves.
Click "Yes" – The treatment(s) will be reassigned to the logged-in practitioner and ticked as completed.
Click "No" – The treatment(s) will remain assigned to the original practitioner and the treatment will be marked as complete.
Why it matters
The assigned practitioner is the one who will appear on the invoice once the treatment is charged.
That practitioner will also be the one allocated any resulting payments.
Best Practice
To ensure accurate billing and reporting, always confirm that treatments are assigned to the correct practitioner before completion.