Help / Patients & visits

Treatment plans & estimates

From the plan to the estimate to invoicing and installments.

1. 1

   From the patient file → «New treatment plan», and add items by tooth and price.

2. 2

   Print the estimate for the patient from «Print estimate».

3. 3

   When the patient agrees, change the plan status to «Accepted».

4. 4

   The plan account below shows its value, how much was invoiced, and how much was paid.

5. 5

   Want a deposit or installments? Tap «Invoice & installments»: one invoice with all items, which you can then split into installments.