2.5. Patient Work Flow

!PRO TIP Use the insurance settings plan sheet to autofill copay values

*1. Create order on the dashboard todays appointment actions or patient profile overview tab

*2. Add or remove exam procedures as needed.

*3. Manually update insurance copay amounts in the copay column and click on save.

*4. Click on Finalize Order

*5. In the checkout screen, enter payment mode, amount, comments (if needed) and click on Save

**6. Now, under the actions tab you can email, print, or download the invoice.