Dental & Periodontal Charting (Web App)

Why Use This Function:

The Invoice Management tab provides a central platform to generate detailed reports on all Invoices created in the system, including Posted, Temporary, and Estimate Invoices. It allows you to filter and search for Invoices using various filters and criteria, ensuring quick access to relevant information. In addition, the tab streamlines communication by enabling the sending of bulk SMS messages, Emails, and secure Payment Links directly from the Invoice Management screen.

The Contents of This User Manual:

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• This user manual will start on the Diagnosis/Observation screen.

• For more information on how to navigate to the Diagnosis/Observation screen, please refer to the user manual: Observation/Diagnosis Mode: Navigation and Use.
  
  
• Click on the Quick Note button.

• The Quick Note - Add/Edit Workflow Event screen will open.