Resubmitting Treatment for Correction

Once treatment has been charged it becomes locked within the Course of Treatment and recorded in the Tooth History window. When it is TC’d, the clinical record is moved to Tooth History and the financial details to the Patient Transactions window.

If corrections need to be made to a course after it is charged or TC’d, it can be resubmitted back to the Chart tab for correction.

See also: Resubmitting Incorrect Courses of Treatment

To resubmit Treatment for Correction

1. Click on the button to open the ‘Patient Transactions’ window, or the button to open the ‘Tooth History’ window. The course will be listed by the COT number in either window, as shown below:

   Patient Transactions

   

   Tooth History

   

2. In either window, highlight the Course of Treatment to amend, as shown above.
3. Click on the button at the bottom of the window.
   (Note that this button is only active if the Course of Treatment is actually able to be resubmitted).
4. This will redisplay the treatment plan in the Chart tab and reverse all charges.
5. Any incorrect treatment can now be un-ticked, amended and Charged/TC’d.