Hello
We need a way to see how much the patient has spent in our office within the year . We currently are spending way to much time
Adding things up manually from the ledger to determine what might be left within the patients annual limits.
Some times patients have major coverage, separately or combined with basic.
It would be amazing to bet able to quickly see what they have used within our clinic.
Kind regards,
Kristin
CDA/Treatment Coordinator
Ocean Dental
P: 604-432-7874