Add Multiple of Same Plan Item to Open Eval

How to Add Multiples of the Same Plan Items to a Single Open Evaluation / Invoice for Different Dates

When you have an open evaluation that you would like to add more than one of a specific plan item (such as treatments, products, services, or dispensed medications) given on different dates, it is just a matter of a few taps on the iPad to accomplish this. 

Step 1. While in an Open Evaluation, go to the Plan screen. Press the + sign (top right) to add another Plan item.

Step 2. Search for the desired plan item in the search bar, or choose from the list.

Step 3. Tap on the plan item you would like - tapping once each time for the number of additional items you would like to add. If you add too many, you can delete the excess from the next screen.

Step 4. Delete any extra items by touching the trash can icon on that row. Change the date by touching the Calendar icon and selecting the desired date. You can adjust the quantity by touching the +/- next to the quantity box. 

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