Treatment plans
How to build a plan and its quote.
Step by step
Create the quote
Go to «Clínica › Presupuestos» and tap «Nuevo presupuesto» (New quote). You can also create it from the record when saving an evaluation.
Pick patient and doctor
Pick the patient, doctor, till and price list.
Add the services
Tap «Agregar servicio» (Add service) for each treatment. Adjust the quantity and, if needed, the discount.
Give it to the patient
Print it, download it as a PDF or email it. When the patient agrees, tap «Facturar» (Invoice).
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