Author: CAPS28
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Reminders & recalls
The clinic-wide Reminders & Recalls list: scheduled reminders and timed recalls per patient, filterable by type, feeding the dashboard panel. Reminders & Recalls is the clinic-wide list of follow-ups you’ve scheduled — a one-off reminder to call a patient, or a timed recall to bring them back for maintenance. Everything here also surfaces on the…
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Subscription & message quota
The Subscription page: current plan, expiry, and SMS / WhatsApp quotas, with Buy Premium and Top-up, order history and usage history. The Subscription page shows your CAPS28 plan and the messaging quota that powers SMS and WhatsApp reminders. Four summary tiles give you the state at a glance: Current Plan (Starter or Premium), Expires On,…
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Procedure & fees
Standard Procedures & Fees: procedures grouped by type, each with your clinic’s fee; search by code and edit any fee. Custom procedures have their own page. Procedure & Fees is your clinic’s price list. It sets the fee that flows into treatment planning and billing, so every charge is consistent and no one has to…
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Form templates
The Form Template list: each form with its status; create your own or import a pre-defined template, then build its fields. Only active forms are sent to patients. Form Template is where you build the forms your patients fill in — registration details, medical history questionnaires, and any information you want to collect before or…
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Consent templates
The Consent Template list: reusable consent texts (title + content) you compose once and send from a patient’s Consents tab. Consent Template holds the reusable consent texts your practice uses — extraction, root canal, orthodontics, anaesthesia and the like. Writing them once here means a clinician can raise a properly-worded consent for a patient in…
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Reports
The Reports hub: five report types — Patient, Appointment, Treatment, Transaction and Lab — each opening a filterable, printable report. The Reports hub turns the data you capture every day into views you can filter, read and print. Click any card to open that report. The five reports Patient — a detailed report on the…
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Business hours
Regular Hours: a switch per weekday, one or more time shifts per open day, and a Special Hours button for holidays and one-off changes. Business Hours tells CAPS28 when your practice is open. These hours shade the appointment scheduler so open and closed time is obvious, and they underpin booking validation. Regular Hours Each day…
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Chairs
The Chairs list: each operatory becomes a column in the appointment scheduler; drag to reorder, Add New, edit or delete. Chairs are your operatories — the physical units you book appointments into. Each chair here becomes a column in the appointment scheduler, so this short list has an outsized effect on how your day looks.…
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Other-account transactions
Recording an office transaction: make a payment or receive money against a sub-head, with amount, payment mode and remarks. Once your account heads are set up, this is where you record the clinic’s day-to-day money that isn’t tied to a patient — paying a lab bill or a salary, buying materials, or receiving miscellaneous income.…
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Patient account & recording a payment
The Payment window on a patient account: record a receipt or refund against a bill, choose the payment mode, and keep the balance up to date. Every patient has a running account ledger — a dated list of everything they have been charged and everything they have paid, with a live balance. This is where…