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Completing Treatments: Practitioner Name Change
Completing Treatments: Practitioner Name Change

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - Completing treatments assigned to a different practitioner

Anke Michalik avatar
Written by Anke Michalik
Updated over 2 weeks ago

If the 'Provider Name Change' feature is turned on for the practice, then if an active practitioner (logged in user) tries to complete a treatment that is assigned to a different practitioner they will be given the option to re-assign the treatmentโ€™s practitioner to themselves.
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The practitioner assigned to a treatment will be the practitioner reflected on the invoice once the treatment is charged and the practitioner who is allocated any resulting payments.

Where a practitioner tries to complete a treatment plan assigned to another practitioner

This pop up will display confirming the action the practitioner wants to do.

Clicking โ€˜Yesโ€™ will re-assign the selected treatment(s) to the logged in user and complete the treatment(s). Clicking โ€˜Noโ€™ will not change the assigned practitioner of the treatment(s).

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