Entering treatment items for past dates involves the following broad steps:
- Add the items to an open treatment plan and change the service date of the item.
See How do I change the service date on treatment items?
- Edit the invoice date.
See How do I change the date of an invoice?
- If applicable, close the invoice, enter a payment, and edit the payment history so the payment deposit date is accurate.
See How do I change the deposit date on payments?
Users entering treatment items for prior dates must have the appropriate permissions to alter invoice dates and edit payment history.