Mixing Payor and Private Courses of Treatment

If a registered Payor patient requires a Private item of treatment, e.g. a posterior composite filling, this treatment will need to be placed in a separate Course of Treatment to their Payor treatment. If the item is mistakenly placed into a Payor Course of Treatment no fee will be displayed. To create an additional Course of Treatment, follow the steps below.

1. Enter any Payor treatment required, using that Payor’s services.
2. Click onto the button, shown below, to create another Course of Treatment.

   

3. The ‘Create Course of Treatment’ window will open with the patient’s usual Payor displayed in the Payor field:

   

4. Highlight the usual Payor and press the ‘Delete’ button, and then press ‘OK’. The treatment area will now look as the one below:

   

5. The patient’s normal Payor is still assigned (as they are still registered as a Payor patient), as shown below:

   

   Any treatment charged within this Treatment Plan will be charged privately. The Private fee list is generally used when charting private treatment. Note also that within a private Course of Treatment there is only one fee column.