How do I add a follow-up visit or payment?

On the treatment card, click Follow Up / Payment, note what was done, enter the Amount Paid, then click Save. The card's balance updates automatically.

5 steps · Desktop and mobile · Updated

  1. Step 1: Open the patient and, on the treatment card, click + Follow Up / Payment.

    Treatment card with the Follow Up / Payment button highlighted

  2. Step 2: The Organ is filled in from the original treatment. Type what was done at this visit in Treatment.

    New Follow-up form with the locked Organ field and the Treatment field highlighted

  3. Step 3: Enter the Amount Paid today. Add a Comment for payment if you like.

    Follow-up payment section with Amount Paid and Comment for payment highlighted

  4. Step 4: Click Save at the top right.

    New Follow-up screen with the Save button highlighted

  5. Step 5: The follow-up appears under the treatment, and the card's Paid and Balance totals update.

    Treatment card showing the new follow-up and updated paid and balance totals

Good to know

  • Use Follow-up Charges only if this visit adds a new cost on top of the original charges.
  • Each follow-up has Edit and Delete links on the card.

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