Create / edit treatment

Create a treatment from the calendar

Click an available time in the calendar to display the appointment pop-up. Click a slot to use its location, appointment type and duration.

In this appointment pop-up, link the patient and the desired treatment type. Click [Create appointment] once you've entered the required information. From here, you can record the treatment by clicking [+Record treatment]

If you don't select or create an episode, the system creates a default episode with the current date and time. See also: Edit episode
After recording the treatment, you'll see several options.

[Edit treatment] opens the treatment in the patient record. Click [Pay treatment] to mark the treatment as paid, or [Create invoice] to create the invoice.
See also:
- Mark treatment / invoice as (partially) paid.
- Create an invoice

Create a treatment from the patient record

Edit treatment

Click [€] next to the treatment to open the financial panel. Change the treatment fee here by clicking the amount, add discounts or payments, and create the invoice. This only changes the fee for this treatment, not the general price setting. Add discounts or payments and create the invoice.
See also:
* Apply a discount
* Create an invoice

Change the date of recorded treatments

Open the patient record.
Click [€] to the right of the recorded treatment to open the financial panel.

Set the filter at the top right to [Advanced] and adjust the date.

Want to change the author of a treatment that already has a payment linked to it? First open the payment and select at the bottom [Move selected to budget]. The payment will then temporarily be in the patient's file without being linked to the treatment. Next, change the author of the treatment and use the existing payment in the budget to mark the treatment as paid again.