With this improvement, when a staff user (non doctor/therapist user) adds a completed procedure from procedure catalog the system will automatically select the most recent appointment’s doctor or therapist as the one who performed the procedure.
- Treatment Plan
- Clinical Notes
- Completed Procedure
- Procedures in Invoice
- Products in Invoice (only for Basic & Advanced plan subscribers)
Please note that as an exception to this rule when a Completed Procedure is added from Treatment Plan, the Treatment Plan’s doctor or therapist is selected by default.
To see the complete order of preference for default doctor selections, click here.