Recurring plans
A recurring plan records a repeat visit for a patient, such as a six-monthly check-up.
Create a plan
Section titled “Create a plan”Choose the patient and set:
- a name and description
- the frequency: monthly, quarterly, semi-annual or annual
- a price (optional)
- a start date, and an end date if it has one
The plan tracks when the next visit is due, starting from the start date, and shows whether it’s currently due.
Schedule the next visit
Section titled “Schedule the next visit”When a visit is due, choose schedule visit on the plan. It creates the appointment for you and opens it so you can set the time.
Status
Section titled “Status”| Status | Meaning |
|---|---|
| Active | The plan is running. |
| Canceled | It was stopped. |
| Expired | It passed its end date. |
Who can manage plans
Section titled “Who can manage plans”Owners, office managers, dentists and hygienists.