How to View A Statement and a Treatment Plan

Treatment Plans-

Treatment Plans can be accessed via both the 'Treatment' section and the 'Patient Section'. 

Treatment Section

Once you have selected the patient's appointment > select 'Treatment' section > 'Treatment Plan'. See below:

Patient Section 

Receptionists can also access the treatment plan by selecting the patient > 'patient' section >'financial' > 'overview' > 'treatment plan' See below:

Statements- 

You can access the statement by following the below steps: 

Go to 'Patient' > 'Financial' > 'Overview' > View Statement'. See below: