How the visit works
Everyone
What you need to know about the day’s appointments and today’s visit.
The day’s appointments
Section titled “The day’s appointments”The Treatment Room opens on today’s appointments, in four groups: Now, those taking place at this moment;
Next today; Not closed today, those whose time has passed without the visit being finished; Done today.
Cancelled appointments and those the patient did not come to are not shown.
My patients shows only your appointments and is chosen from the start when you have appointments today.
The whole practice shows every doctor’s appointments, with the doctor’s name on each.
A patient with no appointment today
Section titled “A patient with no appointment today”You find them by name, phone or CNP, in the Search a patient by name, phone or CNP field. Their header then shows
No appointment today and New appointment. From a patient’s screen, Other patient opens another patient, and
Patients takes you back to the day’s appointments.
What each colleague sees
Section titled “What each colleague sees”Reception and the clinic administrator open the patient on the File tab: the odontogram, the history and the
consultations are for the medical staff only, who open the patient on Odontogram.
Only a doctor ticks the treatments performed, and only their own; the medical coordinator can tick any doctor’s. The medical assistant sees the visit’s panel but does not tick.
What can be taken back
Section titled “What can be taken back”A treatment ticked by mistake is unticked by tapping the tick again, only on the same day and before it is invoiced. A treatment added during the visit, outside the plan, is cancelled when you untick it.
A booked treatment that was not done stays unticked, in the plan, for a later visit. If it will not be done at all,
cancel it: tap its row, then Cancel the treatment, and type the reason.
Services booked outside a plan
Section titled “Services booked outside a plan”If the appointment has services that are not from a plan, they appear under Booked for today with a button to show
where they were done, depending on the procedure: Pick the tooth, Upper Arch and Lower Arch, or Add.
Once placed, the service becomes a treatment of the visit, which you tick like the others.
On a tablet held upright
Section titled “On a tablet held upright”Today’s visit has a row of its own, under the patient’s name, and the odontogram’s panels appear at the bottom of the screen.