How do I record what was done and send the visit to reception
Clinical record and treatment
- In the “Treatment” tab, on today's visit, leave “Completed” in the “Status” column for what was done (“In progress”, “Planned” or “Cancelled” for the rest).
- A plan procedure that wasn't booked: pick it from “Link from the plan…”.
- Something not in the plan: “+ Procedure done today”, choose the service, the tooth, the price and click “Add”.
- Click “Done — send to reception”, then “Trimite” (Send).
More
The confirmation window shows what is being completed and “To collect”. From this moment, what is completed becomes a debt, and reception sees it at checkout. What is “In progress” or “Planned” stays in the plan for next time.
- What you add with “+ Procedure done today” shows separately, “Outside the plan”; the accepted plan stays as the patient accepted it.
- A new problem, to treat another time: “Add to plan” — it goes into the accepted plan, unscheduled.
What changes on the dental chart. The app reads the procedure's name and puts its result on the tooth: “Composite filling 26” removes the caries from 26 and adds a filling, an extraction leaves the tooth extracted, an implant leaves the implant. A green check appears on the “Dental chart”. Anything that cannot be inferred from the name (for example an orthodontic mini-implant) doesn't change the tooth — mark it by hand.