6 Starts and Closes

The Starts phase is where you track fee collection and scheduling for the start of treatment: Collect Fee, Schedule. 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. 

Schedule

The schedule section lets you record the patient’s treatment start appointment. Once the fee is collected and the start appointment is completed, the patient will move to the closed phase the following day.

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.