Billing/Payments & Call Back Notifications
Billing totals can be ignored if not using Pimbury for charges. The PDF chart totals can also be removed in the Account Settings > Advanced Settings > Display prices on chart ✅
Treatment Charges:
By default this total is calculated from Step 4 items selected. It won't be recalculated if returning to step 4.
Tap the Arrow to recalculate the total from Step 4 items.
Call Out Charge:
Default amount can be set in the Account Settings > Chart Setup > Callout Fee
Tax:
Standard tax rate can be added in Account Settings > Advanced Settings
All white boxes can be overrides on this page (Charges, Call out and Tax rate).
Total:
Calculated from the above totals.
Paid?
Select ✅ to mark chart as paid. Custom paid types can be added in the Account Settings > Payment Type
These are also available on the chart archive.
Call Back Notification
Drag the slider to set a call back notification period. This will be added to the PDF chart.
Details about the notifications here.
Save Completed Chart
Once completed you can preview your chart.
Make an appointment direct to your device calendar.
Save the chart
Send: this will automatically email the chart to your client's email address on next app sync.
Print: Print the chart directly on a wireless printer.