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 This guide also explains how to reinstate a patient that has been archived.

How to add and edit an admin note

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

How to create a base chart odontogram

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

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.

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.

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.

How to charge a treatment plan

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

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.

How to create a treatment plan

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

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.

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.

How to add/ edit a clinical note

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

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.

How to add clinical files to a patient

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

How to email/ SMS a patient

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

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.

How to edit a patient

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