The examination screen is where the whole patient visit happens. Open it from Search Your Patient, or by opening any patient.

The tabs

  • TO DO LIST — today's patients waiting to be seen.
  • CHATS — messages with patients who use your Patient Portal.
  • Overview — a quick summary of the patient.
  • Examination — clinical findings (and the dental chart for dental clinics).
  • Prescription — write and print prescriptions.
  • Sittings — track treatment done over multiple visits, and money collected each visit.
  • Billing — create bills and take payments.
  • History — every past visit, with print and share for each.

There is also a ⋯ More menu with Estimation and IPD.

Read next: The order of a patient visit.