• Accounts

  • Charging for treatment and issuing invoices

    Turn completed treatment into charges, collect NHS and private fees, sell items, and catch missed charges. Who it is for: practice managers and administrators, clinicians, dental nurses, receptionists. In this…

  • Cashing up and financial reports

    Cash up daily and use the cash, transaction, revenue share, cost centre, debt, credit, void and write-off reports. Who it is for: practice managers and administrators, receptionists. In this guide:…

  • Running patient payment plans

    Create in-house payment plans, accept them with a deposit, issue instalments, handle problems and monitor collection. Who it is for: practice managers and administrators, receptionists. In this guide: 1. Set…

  • Reading a patient account

    Find a patient’s balance in the right account group, read the history, and produce documents and statements. Who it is for: practice managers and administrators, receptionists. In this guide: 1.…

  • Taking payments

    Take receipts at the desk, payments on account and deposits, fix payment types, and import bank payments. Who it is for: practice managers and administrators, receptionists. In this guide: 1.…