Enabling Procedure Management

Brief Overview

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

 

Instructions

1. To turn on Procedure Management, go to Settings > Practice Details and ensure the Allow Procedure Management is ticked.

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

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Click here to Manage Your Pending Fee Estimates

Click here to Manage Your Booked Procedures

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