For Training

Use this to teach staff what changed and to verify it in a session. The workflows do not change — the point of training is to build confidence that the money now records correctly and to retire old workarounds.

Audience & goals

• Receptionists / front desk — collect diagnostic fees to the right treasury.
• Doctors / clinicians — trust that commission on stepped treatments is

counted in full.

• Accountants / managers — reconcile treasuries and payments cleanly.

Lesson 1 — Collecting a diagnostic fee to a treasury

Concept: a treasury is where collected money sits (a cash drawer or bank account). When you collect the exam fee at booking, you must attach it to a treasury.

Do it (mobile):

1. Calendar → New Appointment.
2. Fill patient, doctor, room, time, type (see screenshot below).
3. Scroll to Diagnostic Fees → choose Collected.
4. Enter the amount, confirm the payment method (Cash), and pick the

Treasury.

1. Confirm the treasury you tapped stays shown in the field. (This is the

behavior the fix guarantees — previously it could blank out.)

1. Save. An invoice is created automatically for that fee.

Teach the retirement of the workaround: staff who learned to "just leave the default treasury because changing it breaks the field" should now change it freely.

Lesson 2 — Reading "Pulses / Sessions" on operations

Concept: a treatment done over several visits is an operation with steps. Dentolize shows the remaining steps as "Pulses / Sessions" on the patient's Operations tab.

Do it:

1. Open a patient → Operations.
2. Find the Remaining Pulses / Sessions column.
3. Point out that each remaining pulse is a session that can be completed and

paid over time.

Lesson 3 — Taking a payment on a stepped operation

Do it:

1. From the dashboard or an invoice, click Add Payment.
2. Enter the amount, date, and Treasury.
3. Apply it.

Teach the expected result:

• The payment records as one entry (not split).
• If it clears the balance, the operation and its steps show Paid in Full.
• The doctor's commission for that collection is recorded in full.

Quick knowledge check

1. What is a treasury, and when do you choose one at booking?

(Where collected money sits; when you set the diagnostic fee to Collected.)

1. What does "Remaining Pulses / Sessions" mean?

(The steps of a multi-visit treatment still to be done/paid.)

1. After paying off a stepped operation, what should its status read?

(Paid in Full, on the operation and its steps.)

Trainer notes

• The treasury display fix is mobile; if you train on web, the treasury

field already showed the value — focus the treasury lesson on mobile.

• Payments recorded before the fix are not auto-corrected; don't teach staff

to expect old records to change.