By design, the patient's profile is locked under Treatment until the dentist has completed the patient's notes. Notes are treatment-specific. There is no way for the software to know that the amount to be invoiced are in a final state until the dentist closes out the notes which are attached to that particular treatment. Only then is the patient's profile unlocked and the invoice can be generated and, at that point, the payment can be received (i.e., you can swipe the card).
This scenario usually happens when a receptionist is creating an invoice while the practitioner is adding a treatment from the patient's profile at the same time. Below is an example of when creating an invoice is locked by another user (you can see who is the other user). Follow the instructions below on how to unlock the treatment selection to create an invoice.
1. To unlock the invoice, simply advise the practitioner Christy L (example) to complete the treatment from the patient's treatment section by clicking done to allow other users to create an invoice.
2. Once the practitioner is done with the treatment, simply advises the other user, Christine (example), to refresh the treatment selection in order to create an invoice, or the provider can simply click on Create Invoice too.
There, you have successfully unlocked the invoice. If you have any other concerns or questions, please do not hesitate to click on the yellow HELP button and chat with us. We'll more than happy to assist you!