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
$ 50.000Done
Filling
Teeth: 16 · Faces: OD
$ 80.000Log visit
Crown
Teeth: 26
$ 250.000Log visit
Implant
Teeth: 46
$ 600.000Continue
Subtotal$ 980.000
Discount (10%)− $ 98.000
Total$ 882.000
The plan lists procedures by tooth, with progress and the discounted total.

Plans are created from the patient's chart. You start with a draft and add procedures per tooth; the total recalculates automatically.

  1. 1Add procedures (per tooth, with quantity, price and optional discount).
  2. 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.
  3. 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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Create and accept a treatment plan · SuperClini