Close the day

Unbilled list empty, cash counted, nobody left in the chair, tomorrow checked.

Who
Front desk
When
After the last patient, before locking up
Takes
5 minutes
Where
Billingand Schedule
  1. 1
    Billing

    BillingWork done, not yet billed. This list must be empty: tap Bill it on anything there and bill it, or tell the dentist.

    billing
    billing
  2. 2

    Count the cash against Today by method · Cash. GCash and card totals against the app statements.

  3. 3
    Schedule

    Schedule: nobody left as Arrived or In chair. Finish the visit or mark No-show as appropriate.

  4. 4

    Look at tomorrow with . Anyone Pending: confirm now or first thing.

Ask the assistant

Answers from this guide, in plain English. Usually under a minute.

It only knows what is in this guide and never sees patient records. Not answered? Search or message the J.A.H team.