Patient management

The patient, on one record.

Clinical history, case, records, consents, quotes, invoices, and appointments. You open the record and it is all there.

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For dentists and clinics

Camila Torres's record on the Case tab, with Spain as the country: monolithic crown on tooth 14, RX-9201, and the records on the chart.

Sample patient and case.

The order

From the patient to the appointment.

Each step stays on the record.

  1. Add the patientName, phone, and country.
  2. Check the recordAllergies and details, in tabs.
  3. Create the caseThe treatment on the odontogram.
  4. Create the quoteThe treatment lines.
  5. Create the appointmentConfirmed or not, on the record.
New patient for Camila Torres, with Spain selected, DNI or NIE as the document, Penicillin marked, and the notice that this record already exists.

Intake

Open the record.

New patient asks for the minimum needed to open the record; the rest stays optional. The form adapts to the country.

  • Identity. Legal name, date of birth, primary phone, and country.
  • Clinical. Allergies, medication, conditions, and ASA class. Allergies travel with each case.
  • Confirm. You review and create the record, or continue with the case.

If the patient already exists, TrazaLab shows you that before you create another.

Case

From the patient to the laboratory.

You open the case from the record: the patient and their allergies are already there. The laboratory receives the case, and its status comes back to the record.

How a case is created
Camila Torres's case: tooth 14 on the odontogram, monolithic zirconia, shade A2, and a chamfer.

Quote

Two quotes.

The laboratory quote arrives on your case. Yours goes to the patient and stays on the record.

  • From the lab. You accept it or request changes in one click.
  • To the patient. The treatment lines, waiting for acceptance.
  • Accepted. You can invoice. If there is no appointment, the board marks it.

On the patient board: accepted quote — no visit on the calendar.

Quotes and invoices for Camila Torres: one quote accepted, another in draft, and the invoice sent.
Camila Torres's contract: the consent for the zirconia crown on tooth 19, with the document sections and Sign.

Consent

Signed by the clinic.

The consent takes the patient details from the record. You adjust it by section, sign it, and send it.

  • Write. Clinic letterhead, details from the record, and sections you edit or add.
  • Sign. The clinician draws the signature; their name, the date, and the IP stay.
  • Send. By TrazaChat, with a link, or as a PDF.

Each version stays on the record: draft, sent, signed, or expired.

Consents and payments, step by step

Invoice

To payment.

The invoice takes the lines from the quote. You choose how the patient pays and share the link.

Sent invoice for Camila Torres: implant crown on tooth 14, custom abutment, payment by card, and issue and copy link.
TrazaChat with Camila Torres. The patient thread is empty and offers to share TrazaChat.

To the patient. They pay by card or by PayPal; the money goes to the Stripe or PayPal account of your clinic. Only the methods you connected in Settings appear.

Appointments and board

What is missing today.

Three lanes: patients for today, those who still have no appointment, and cases missing a radiograph or a scan. Each appointment is also on the record; with a right-click you mark it confirmed.

Patient board: today's patients, the schedule status, and the cases missing a radiograph or a scan.

Sample patients.

Questions.

Clinical history, case, contracts, quotes and invoices, and appointments, each on its tab, with the timeline of cases and appointments beside it.

The record

Next step

Open the first record.

Add a patient, open the case, and send it to your lab.

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