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LOCATION SHARING: Assigning Treatment Plan To Practitioners

How to Assign a Practitioner to a Treatment Plan

Aisah | Zavy Support avatar
Written by Aisah | Zavy Support
Updated over a year ago

When creating a new treatment plan, it’s important to assign it to the correct practitioner, as this will affect billing.

  1. In the patient’s Treatment Plan, click the New button.

  2. In the New Treatment panel, ensure you select the correct practitioner based on their location. You can identify their location by the colour of the Location Tag on the left-hand side. Once you’re finished, click Save, or choose Open Chart or Save and Open Planner as required.



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