Treatment Tracking

Stop losing track of started treatments

Update treatment status right from the clinical session. Keep waiting items, completed work, and follow-up reports perfectly aligned so your front desk never has to ask what happened in the chair.
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The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.
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One-click and bulk completion
Mark one treatment item or a whole session as completed with a single click, keeping the original plan structure intact.
Visual status markers
See exactly what is waiting, what is done, and what needs follow-up instantly-no reading through months of clinical notes.
Unfinished-treatment reports
Filter for quiet or incomplete treatment plans and follow up before the patient drops off the schedule completely.
Locked-plan control
Lock finalized prices and treatment structures so they stay stable, while clinical staff still have permission to mark items as completed.
Problem

Treatment plans sit quietly in the system after day one

A patient starts treatment, but completion is not recorded. Clinical reality, payment context, and management reports drift apart until someone manually checks the file.
Treatment plan cards showing quiet or incomplete treatment items
Plans go quiet
A patient accepts a large plan. The first session happens. Then the rest of the plan sits silently in the system until a provider happens to open that file six months later.
Fragmented dental records that need treatment completion updates
Completion stays in memory
The clinical team knows what was done. The reception team knows what was billed. The software still says 'waiting'. Manual updates pile up and ownership gets muddy.
Dental treatment reporting view for recoverable unfinished treatment value
Recoverable revenue is missed
Unfinished treatments are not just an administrative backlog-they are recoverable clinic revenue. But if you cannot filter by 'started but not finished,' those opportunities disappear.
01Workflow

Update treatment status at the chair

Complete treatments directly from the clinical session. One click updates the clinical status, removes it from the waiting list, and aligns supported payment records.

02Visibility

See waiting and done at a glance

Stop reading through dense clinical notes just to find out what is left to do. Clear status colors separate waiting, completed, and diagnosis-only items instantly.

03Follow-up

Find quiet plans before they stall

Run a report for incomplete treatments and catch stalled plans. Follow up with patients who started work but never finished, turning quiet records back into active appointments.

04Control

Lock agreed treatment structure

Finalize plan prices and lock the structure. Authorized users can still mark items completed or correct dates, but the core financial agreement stays protected.

Get started

Give your team clear visibility into what is done

Track planned, waiting, completed, and quiet treatments without relying on memory or duplicate end-of-day paperwork.

Completion clarityFollow-up control
Operational wins
What you get

Mark single or multiple treatment items complete

Correct completion dates when operationally needed

Keep clinical status, supported payment records, and reports aligned

Protect finalized plan structure with permission-aware locking

FAQ

General

Quick answers about treatment status, completion, reports, permissions, and locked plans.

What statuses does a treatment go through?

Treatment items are tracked as waiting or done inside the broader treatment plan structure. Plan views always show what is waiting, what is completed, and what remains.

Can I undo a completed treatment?

Yes. Reverting completion can remove the automatic payment-side record created by that completion. Manually added payment or expense records remain under user control.

Can I track incomplete treatments?

Yes. Incomplete treatment reports help teams find started but unfinished treatment chains so they can follow up with patients.

Can multiple doctors work on the same plan?

Yes. Sessions and treatment items carry doctor context. Permissions control who can edit or complete another doctor's treatment.

FAQ

Features & Workflow

Can I complete multiple treatments at once?

Yes. Bulk completion lets authorized users complete selected treatment lines together with the correct completion date.

Can completion dates be corrected?

Yes. Historical completion date updates are supported so your clinical records reflect exactly when the treatment happened.

Does it submit to the USS automatically?

Completed treatments can appear in the USS context. Users still select the unsent items and send them when all required fields and official context are ready.

Can I lock a plan so prices stay fixed?

Yes. Once a plan is finalized, authorized users can lock it so the treatment structure and prices stay fixed until they are deliberately changed.

FAQ

Security & Admin

Who can mark treatments as completed?

Completion, undo actions, price visibility, and other treatment plan changes are all controlled by user permissions.

Is there an audit trail for completions?

Yes. Completion dates, user actions, and status changes can be reviewed to keep operational accountability clear.

Can I export incomplete treatment reports?

Yes. Incomplete and completed treatment reporting can be exported to Excel for structured follow-up or management review.

Can I hide treatment prices from certain staff?

Yes. Price visibility is permission-based. Clinical staff who do not need financial details do not have to see them.

Related Features

Related Features

Get started

See treatment tracking before another case goes quiet

Use the demo flow to compare completion tracking, plan visibility, and unfinished treatment follow-up against your current workflow.