You can access and update detailed information from within any appointment's full view. This guide walks you through working with the Plan & Invoicing section, creating Reminders, and generating PDF files.
Step 1: Open the Full Appointment View
To begin, click View Full Appointment on any scheduled appointment. This opens a detailed page where you can view and manage appointment information.
Step 2: Plan & Invoicing
Scroll to the Plan & Invoicing section to view or edit the invoice for this appointment.
2. Click the Edit icon in the top-right of the panel to begin making changes.
3. Use the Add Service or Add Products buttons to add individual items or click Bundle to add a bundle.
4. After making changes, click Save to update the invoice.
5. Use Add Payment or Add Claim to register a payment or insurance claim. Complete the relevant fields and click Save.
Note: You can only generate a final invoice if the appointment status is set to Completed. Use the dropdown at the top right to change the status. Otherwise, only a temporary invoice will be available.
Step 3: Add Reminders
In the Reminders section, click Add Appointment Reminder.
Select the appointment type and set the date.
Fill in any additional reminder details, then click Save. This creates an internal notification for follow-up or repeat care.
Step 4: Generate a PDF
At the bottom of the full appointment view, click Generate Details PDF.
2. You can rename the file and choose which information to include.
3. Click Generate Details PDF again to download the file. This can be printed or sent directly from the platform.
If you have any questions about editing invoices, setting up reminders, or exporting appointment details, our support team is always here to help.