How To Turn On Procedure Management

Procedure Management

Procedure Management allows the practice to track and monitor upcoming booked procedure and pending fee estimates. 

1. To turn on Procedure Management, click on settings / practice details / then ensure the "Allow Procedure Management" is ticked.


2. Once Procedure management is enabled, the module will be visible on the left hand vertical menu bar.


Click here to Manage Your Pending Fee Estimates

Click here to Manage Your Booked Procedures





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