If a different procedure was performed from what is listed in the treatment plan, you can reconcile the treatment plan at checkout by deleting the unnecessary procedures.
To use the Reconcile Treatment Plan Items option during checkout, the following conditions must be met:
Ask to Process must be selected in the Ledger Preferences section of the General System Settings window. See Setting Patient Checkout Options for more information.
The patient you are checking out must have a treatment plan with pending procedures.
If the procedures you post match the treatment plan items exactly, the procedures are automatically marked as completed and will not display in this window.
To reconcile a treatment plan:
Post the procedures for the appointment, and click OK or Close. The checkout options window is displayed.
Select Reconcile Treatment Plan Items, and click OK (Process). Depending on the options you have selected in the checkout options window, several checkout windows are displayed (for example: Transaction Submission, Claim, Submit Primary, Appointment Card, Print Walkout Statement).
Complete the information in the windows, and click OK or Close. The Treatment Plan window is displayed.
Select the procedures to delete, and click Delete on the toolbar in the middle of the window. The Confirm Delete window is displayed.
Do one of the following:
Select Delete Single Item and click OK.
Select Delete Group, select the group from the drop-down list, and click OK.
You can right-click on a treatment plan item to edit the item, but editing an item does not reconcile it.
Click Close on the toolbar in the middle of the window.