Create and accept a treatment plan
SuperClini TeamUpdated May 22, 20265 min
SuperClini · Plan
Full-mouth rehabAccepted
Juan Pérez · 07/06/2026 · Dr. Silva
1/4 done (25%)
ProceduresSessionsFinancial
Cleaning
Filling
Teeth: 16 · Faces: OD
Crown
Teeth: 26
Implant
Teeth: 46
Subtotal$ 980.000
Discount (10%)− $ 98.000
Total$ 882.000
Plans are created from the patient's chart. You start with a draft and add procedures per tooth; the total recalculates automatically.
- 1Add procedures (per tooth, with quantity, price and optional discount).
- 2Accept the plan and choose how it's charged: in full, in instalments, deposit + instalments, or no payment. Accepting with a charge generates the receivable account with its instalments.
- 3As you treat, record the procedure's progress (25%, 50%, 75%, 100%).
Recording progress creates an evolution in the chart and, if the procedure defines a result, updates the odontogram. It also feeds the professional's payout. Once it has a receivable, the plan locks for editing.
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