Propose a treatment plan, record a patient's consent to treatment, enter completed procedures, start orthodontic treatment, or track a referral for treatment or evaluation.
Quick Start Videos
Create an animation playlist Learn how to create a playlist of patient education animations to share or watch with your patient.
Send a test referral Learn how to send a test referral with all the required detail to a lab.
Process a test referral Learn how to process a test referral sent to your lab.
Image - Standard Progress Note Lifecycle A flowchart illustrating how moving a progress note through different statuses affects what you can do with the progress note.
Image - Complex Progress Note Lifecycle A similar flowchart that adds validation and provider assignment workflows.
Image - Referral Status Flow A flowchart illustrating how a referral's status affects what you can edit and do with the referral.