Treatment Plan - Moving Treatments to Transactions

After you perform the procedure and you are ready to charge the patient, you will need to move the treatments to the Transactions area of the ledger. You can move treatments in several ways.

If you wish to keep the treatments within the same incident:

  • From the Treatments menu, choose Move To Transaction.
  • Use the Option-M keyboard short cut.
  • Select the procedures, then drag them to the Transactions line in the Incident list.

You can also choose "Post as Transactions in New Incident" to automatically create a new incident, and add the selected procedures as transactions.


When you move procedures from the treatment plan to the Transactions area, the charge window will open with the the selected procedures. Make any necessary changes to the procedures, then click Save. Once you save, the procedures will show up as production. You can also create insurance claims and post payments towards the treatment items.
There is a preference that controls how MacPractice will handle posting the charge if the amount of the fee in the fee schedule has changed since the treatments were entered. Go to your MacPractice menu and select Preferences. In the Preference window, select Treatment Plan in the sidebar. You can choose between 3 options:

  • Always use Fee Amount in Treatment Plan
  • Ask me whether to use the Higher Amount
  • Always use the Higher Amount

Your changes will be saved automatically when you close the preference window.


NOTE: Any predeterminations received & printed treatment plans will remain in the Treatment Plan, rather than moving to Transactions or being removed from the database. There are two reasons for this:

  1. It allows you to keep track of treatment plan print outs, such as the one given to the patient, in case the patient should later dispute the price of the procedures you are preforming.
  2. It allows you to hold the insurance company accountable, should they pay less than what was agreed upon from the predetermination.
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