0
was successfully added to your cart.

Cart

Handling a new patient visit

Before the appointment

Create the new patient file

Add insurance coverage

Book an appointment

During the appointment

- Reception -

Take a patient photo

Check the patient in

Fill in digital patient forms

Save documents to the Document Manager

Update patient medications

- Clinical Staff -

Update the appointment status to in chair

Update the Odontogram dentition

Enter pre-existing treatments and conditions

Enter perio readings

Enter planned treatments and treatments completed today

Prepare the next appointment

Add treatment or clinical notes

Sign clinical notes

End of appointment

Submit claim to insurance

Print estimate for planned treatments

Collect patient payment

Print patient receipt or statement

Book the next appointment

Update today’s appointment status to checked out

Print Friendly, PDF & Email