Treatment plans

How to build a plan and its quote.

Video · coming soon

Step by step

  1. Create the quote

    Go to «Clínica › Presupuestos» and tap «Nuevo presupuesto» (New quote). You can also create it from the record when saving an evaluation.

  2. Pick patient and doctor

    Pick the patient, doctor, till and price list.

  3. Add the services

    Tap «Agregar servicio» (Add service) for each treatment. Adjust the quantity and, if needed, the discount.

  4. Give it to the patient

    Print it, download it as a PDF or email it. When the patient agrees, tap «Facturar» (Invoice).

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