6 Starts and Closes
Starts
The Starts phase is where you track fee collection and scheduling for the start of treatment. You can also move a patient directly to the Closed phase by clicking the Move to Close button.
Collect Fee
On the collect fee tab, update when patient treatment fees are collected and view the signed contract.
If you are utilizing Gaidge Pay you can collect a payment or send a payment link from the Make Payment button and view all Transaction History.
Schedule
The schedule section lets you record the patient’s treatment start appointment. To calculate Same Day Starts, GCM compares the start appointment date to the exam date, so for same day starts we recommend entering an appointment here. Once the fee is collected and the start appointment is completed, the patient will automatically move to the closed phase the following day.
Closed
The closed phase contains the detailed summary of the patient process from the exam to treatment started. In the closed phase you can send a patient back to Exams/Consults, resend the contract and edit the treatment plan.
