Alteration of Completion Dates - Backdating Treatment

When entering a patient’s treatment it may sometimes be necessary to alter the date on which the treatment was completed. When treatment in the current Course of Treatment is ticked as complete, the date changes from the date the service was planned, to ‘Today’s’ date. For whatever reason - such as neglecting to tick the treatment on the day - this might not be correct.

To back-date the Treatment Completion date:

  1. Ensure that the treatment line has been ticked as completed.
  2. Double-click on the date, which will bring up the ‘Edit Chart Item’ screen.

    Edit Chart Item

  3. Click in the ‘Completion Date’ field and type in the required completion date; alternatively you could use the button to select the required date. From this screen you can also see the date the treatment was planned.
  4. Press Enter key or click the button to accept the change.

See also...

Treatment Planning

Buttons and Functions in the Treatment Planning Area

Keyboard shortcuts in the treatment planning list

Auto Charting

Multiple Treatment/Service Items

Modifying ‘Course of Treatment’ Settings

Adding Appointments to a Treatment Plan

Moving Services into Appointments

Editing Appointment Length

Provider making Notes about an Appointment

Mixing Payors for Treatment

Mixing Payor and Private Courses of Treatment

Moving Treatment between Treatment Plan Tabs

To Hide Treatment Within Appointments

Completing (TC’ing) a Course of Treatment

Resubmitting Treatment for Correction

Adding a Treatment Plan to Batch Invoicing

Estimates

Treatment History

Clinical Notes

Custom Screens Attached to Services

Tooth Charting in 3D Mode

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Mixing Payors for Treatment