Using the Take Action menu, you can quickly activate or deactivate selected Invoice Items or update price and schedule the changes to be published
The Take Action menu provides users with the ability to quickly update Invoice Item price or status for selected products across connected clinics. Follow the steps below to make bulk changes to product status.
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Use the search feature in the Control Center to find the Invoice Items which you would like to update the price
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Select the items that you wish to update using the check boxes nested in the search result cards
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Once one or more Invoice Items are selected, an action bar will appear above the search results
Note: To select all items returned in the result, click SELECT ALL. -
Click the Take Action menu to view the bulk change options
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From the Take Action menu select Update Status or Update Price
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Specify the Desired Change
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Click Next
- Select the practices where the desired change should take effect by selecting All Practice Locations, Individual Practices, or Regions
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Click Next
- Name your update by filling out the name field
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Review your changes on the Status Update Summary screen
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Click Schedule Update if you plan to have the changes be pushed to the clinic at a specific time and date, if you plan to publish the changes immediately, click Publish
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(Schedule Update Only) Select a date and time to publish the status changes
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(Schedule Update Only) Click Apply
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(Schedule Update Only) Click the button titled with the date and time selected in step 12
Note: To review the scheduled or published changes, visit the History tab.
