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Budgets

Build line by line, capture the signature, export a PDF with your branding.

Treatment plans the patient understands, approves and pays for. Clear workflow: draft → pending → approved or rejected. Digital signature, branded PDF and price lock on send. So nobody re-negotiates three months later.

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Budgets

Capabilities

What this module gives you

9 · capabilities

  • 01

    Line-by-line builder drawing from the treatment catalog.

  • 02

    Per-line discount, quantity and tax.

  • 03

    Auto-calculated totals.

  • 04

    Workflow: draft → pending → approved / rejected.

  • 05

    Patient signature capture.

  • 06

    PDF generation with clinic branding.

  • 07

    Lock-on-budget: freezes pricing on send.

  • 08

    Unlock + cancel with audit trail.

  • 09

    Archive of old budgets.

Operations

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