How to Archive a patient

This guide explains how to archive that you no longer want as part of your clinic. Archiving a patient will not delete any data. This guide also explains how to reinstate a patient that has been archived.

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How to add and edit an admin note

This guide explains how to add and edit an admin note.

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How to create a base chart odontogram

This guide explains how to create a base chart odontogram for a patient.

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How to create a treatment plan on odontogram

This guide explains how to create a treatment plan with tooth procedures for your patients. First you must ensure you have set up tooth features for the procedure you want to apply to the odontogram.

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How to pay an invoice for a treatment plan

This guide explains how to make a payment for a treatment plan invoice. To make a payment, the invoice must be approved first.

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How to approve an invoice for a treatment plan

This guide explains how to approve an invoice for a treatment plan. You can set up your TidyClinic so that treatment plans are automatically approved once saved, or you can manually approve each treatment plan.

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How to charge a treatment plan

This guide explains how to charge a treatment plan for your patients.

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How to edit a treatment plan

This guide explains how to view, edit, and download a treatment plan. Note: only treatment plans that are drafts can be edited.

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How to create a treatment plan

This guide explains how to create a treatment plan for your patients.

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How to create a prescription

This guide explains how to create a prescription for your patients. Before starting, make sure you have Set up medications.

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How to add a medical alert to a patient

This guide explains how to add a medical alert to a patient in TidyClinic. A medical alert can be an allergy, a medical condition, a disability, etc.

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How to add/ edit a clinical note

This guide explains how to add and edit a clinical note.

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How to add clinical folders to a patient

This guide explains how to add a clinical folder to a patient. You can set up default patient folders in settings, which will appear under all patients.

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How to add clinical files to a patient

This guide explains how to add a clinical file to a patient folder.

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How to email/ SMS a patient

This guide explains how to send an email or an SMS to a patient.

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How to view a patient

This guide explains how to view a patient’s EMR (electronic medical records) page in TidyClinic. This is where you can find all of the information related to the patient, e.g. appointments, medical records, contact details, financials, etc.

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How to edit a patient

This guide explains how to edit a patient’s details in TidyClinic.

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How to create a patient

This guide explains how to create a patient in TidyClinic.

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