Service Contract

Created by Ortho PMS, Modified on Sun, 16 Mar, 2025 at 8:56 AM by Ortho PMS

Patient is added to PMS

Schedule Patient Exam, double click on the schedule slot and save the schedule

Go to Patient Summary by clicking on the 3 dots in the scheduled patient appointment
Go to Manage Findings, complete the findings and exam result.

Design the Treatment Plan

Customize the payment plan as needed and Send Payment Plan to FRP

Customize the payment plan as needed and Send Sign@Home to FRP

Customize the payment plan as needed and continue to sign contract in the office

Review contract with patient and sign

Enter your initial and check the FRP (if needed add new FRP)

Sign Contract

Confirm patient treatment start date
Collect the Down Payment