An employee has the ability to change the provider assigned to a treatment item when the invoice has been closed or paid. In order to proceed, the employee must have the employee right "Allow employee to change provider on treatment even after paid or on closed invoice?*"
- Navigate to the patient's treatment page by clicking the item on the invoice or editing the item from the medical record
- Under the provider, click the drop-down list and select the provider who should be assigned to the treatment.
- If the clinic is running reports for production, then it's recommended to rerun the sales report to reflect the updated provider change