Financial Status Indicator

We just added a new functionality to PracticeDent! It may look small on the outside, but it is meant to improve the workflow – mainly when dealing with appointments and patient finances.

We are happy to present to you the Financial Status Indicator!

The Indicator resides on the colored Status Bar of the Appointment Cards (in Calendar and Reception), joining the familiar Appointment Status Icon.

Whenever you click on the Indicator, a small pop-over will appear, displaying an overview of the patient’s Financial Status at your practice – overall balance, deposits, uninvoiced procedures, pending invoices and late payments.

You will find that the Indicator has three distinct states:

  • White $ in a red circle: The patient is late with his/her payments to your practice.
  • Orange $ in a white circle: The patient has pending invoices and/or uninvoiced procedures, but no late payments.
  • Green $ in a white circle: The patient has no pending invoices, uninvoiced procedures or late payments.

The New Appointment Popup and the Edit Appointment Popup have been redesigned and now also contain a Financial Status section, displaying the aforementioned financial details as soon as a patient has been selected for the appointment.

We hope you find the improvements worthwhile and enjoyable!

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