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

Completing treatments assigned to a different practitioner

A
Written by Anke Michalik
Updated over a week 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 treatment’s practitioner to themselves.

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 ‘Yes’ will re-assign the selected treatment(s) to the logged in user and complete the treatment(s). Clicking ‘No’ will not change the assigned practitioner of the treatment(s).

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