Add the ability to pull the case and plan selection from the appointment
Currently if you select the case and plan on the appointment screen for a patient it doesn't populate on the charges screen when you go to enter that charge. It still has to be manually changed. It would be nice since the fields are on the appt screen for it to be able to populate on the charge screen with that information.
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Gale Melton
shared this idea
Thank You for your suggestion the Practice Management application has the means to pull this information build in it already. By using the charge slip printing and the charge slip list in the charges/payment window the case and plan will populate accordingly. If assistance is needed with this function please contact software support.