Once a procedure is planned, CAPS28 walks it through to completion in a way that keeps both the clinical record and the patient’s account correct at every step. This guide covers starting a procedure, adding progress notes, and marking it complete.
Start a procedure
- Find the procedure under Planned Procedures.
- Make sure its fee is set (update the fee or apply a discount if needed — the amount is fee minus discount).
- Click Start. The procedure moves to In Progress, and CAPS28 posts the procedure charge to the patient’s account, increasing their balance.
Add treatment notes
While a procedure is in progress you can add treatment notes — timestamped clinical entries such as “working length established, canals shaped” — each stamped with the author. These build a clear clinical narrative for multi-visit work like root canals.
Mark it complete
- Open the in-progress procedure and choose Complete.
- Set a recall period — when the patient should be reminded next (for example, a hygiene recall). CAPS28 uses this to schedule the recall.
- The procedure moves to Completed with its completion date recorded.
The full picture
A patient’s treatment history (shown above) lists every procedure with its scheduled, started and completed dates, the tooth, the diagnosis, the treating doctor and its current status — Planned, In Progress or Completed — so you can review a course of treatment at a glance.
