▶️ Start the session
On the Dashboard, click the Start Session button (▶) next to the patient’s appointment (1). The button is green when it’s the appointment time.
🔗 The active appointment
While an appointment is Checked In or In Progress, it’s the patient’s active appointment. Everything you add during the visit (treatments, invoices, payments, prescriptions, notes, files and X-rays) is linked to it automatically. If the patient has no active appointment, a red message appears at the top of the patient’s pages: Patient has no active appointment! (Checked-In or In-Progress Appointments). You can still work, but new records won’t be linked to a visit. Use Select An Appointment in the chart to link them to another appointment.🦷 Add the treatments
Add the treatments on the patient’s Chart. See the guide for your specialty below, for example Dental.The chart’s Doctor is the logged-in doctor or the patient’s assigned doctor, not necessarily the appointment’s doctor. Check it before adding treatments.
⏹️ End the session and issue the invoice
- Invoice And End Session: in the invoice form, this button creates the invoice and marks the appointment Completed in one step. See Collecting fees.
- End Session: the button at the top of the chart, or on the Dashboard, marks the appointment Completed.