Treatment runs for months, and payment does not arrive at once
A dental clinic does not sell a visit, it sells a plan: an agreed estimate, then sessions over months, payments that do not line up with those sessions, and work that goes out to an external lab and comes back with a cost. Run that on a receipts book and you know what you collected, not what you are still owed.
The plan before the session
A written, agreed estimate
The plan is recorded line by line with prices and agreed by the patient, so what was quoted at the start is what is billed at the end.
Sessions draw down the plan
Each session completes a line, so what is done and what remains is visible without opening the paper file.
Plan changes are recorded
Adding or dropping a line changes the total with a dated, visible trail — so there is no later dispute over a number nobody wrote down.
Money and the lab
Instalments that don't match sessions
Payments post against the plan rather than the session, so the patient's balance stays right however far payment rhythm drifts from treatment rhythm.
Lab work at its cost
A crown sent out is recorded as an order with a cost and a due date, so the case's full cost appears rather than the chair time alone.
Arrears in plain sight
Patients whose payments stalled appear as a list with ageing, so follow-up happens before the case is forgotten.
Common questions
Does it record treatment per tooth?
A plan line accepts a description naming the tooth and the procedure, so the plan is tracked financially and administratively. A full clinical charting module is not part of the system, and we do not describe it as one.
I have several dentists on different shares
Every line is attributed to the dentist who performed it, so their share is computed from their own work rather than from total clinic revenue.
Also worth reading
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- Inventory & purchasingWarehouse software for multiple locations, receipt, issue and transfer notes, barcode stock counts, and inventory cost posted to the ledger on every movement.
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- Medical labsSoftware for medical labs covering test panels, contracted payer pricing, reagent consumption and collection branches in one ledger.
- Pharmacies & clinicsSoftware for pharmacies and clinics that tracks items, expiry dates and batches, and links sales to stock and accounting.
Know every patient's balance
Enter one treatment plan with its sessions and two payments, and see the balance alongside the treatment still to come.