How do I add a treatment and its payment?

Open the patient, click New Treatment, tap the tooth, enter the treatment and complaint, fill in Charges and Paid, then click Save.

6 steps · Desktop and mobile · Updated

  1. Step 1: Open the patient and click New Treatment at the bottom right.

    Patient page in FindClinica with the New Treatment button highlighted
  2. Step 2: Tap the tooth on the chart. The Organ field fills in automatically (here, tooth 16 becomes RU6).

    Tooth chart with tooth 16 selected and the Organ field showing RU6
  3. Step 3: Type the Treatment and the Presenting Complaint.

    Treatment and Presenting Complaint fields filled in and highlighted
  4. Step 4: Scroll down to Add Payment and enter the Charges and the amount Paid today.

    Add Payment section with the Charges and Paid fields highlighted
  5. Step 5: Click Save at the top right.

    New Record screen with the Save button highlighted
  6. Step 6: The treatment appears on the patient's page with its charges, amount paid and remaining balance.

    Treatment card showing organ, treatment, complaint and a payment summary with the balance

Good to know

  • Tap more than one tooth to record a treatment on several teeth at once.
  • Systemic History, Allergies, Investigation and Diagnosis are optional.
  • To take more money later, use Follow Up / Payment on the treatment card.

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