A dentist explaining the order of a treatment to a patient with a physical jaw model

Treatment plans, sessions and quotes

When a treatment stretches over several visits, neither paper nor memory can carry the plan. In HekimBis a plan starts as a quote, is confirmed by the patient's approval, advances with every session and, if it changes, is kept with its revision history. What was quoted, approved, done, used and collected shows on the same lines of the plan.

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The quote comes from the plan and is confirmed by the patient

A dental implant, a physiotherapy series, an aesthetic protocol or a fertility treatment is not finished in one visit. The plan shows the whole treatment as ordered steps and sessions.

Every session is tied to an appointment. When the session takes place the plan moves forward, the supplies used leave the stock, and the price or package balance is updated. The physician sees where the patient stands in the plan.

The quote comes from the plan. When the patient approves it an approval record is created, and the difference between the approved quote and the work actually done stays visible. If the scope changes a new revision is opened and the earlier version is kept.

Ordered steps and sessions: The treatment is divided into assessment, treatment, follow-up and closing sessions.
Session and appointment: Each session is tied to an appointment on the calendar, and the front desk places the sessions on it.
Quote, approval and revision: Which version the patient approved and when stays on record, and earlier versions are never deleted.
Where we stand in the plan: The physician sees where the patient currently stands in the plan and how many sessions remain.

From quote to revision, including cancellation and refund

The quote is approved, sessions take place, supplies are deducted and the balance is updated. If the plan changes a revision is opened, and if it is cancelled the refund rule applies to the unused balance and its effect on the physician's revenue share becomes visible. No earlier version is deleted at any step.

Physician07End

Revision

If scope or price changes, a new revision is opened; the previous version and approval history are kept and the change goes back for approval.

The process is complete here.

7 / 13

Sessions

Session 1 / 6Completed · supplies deductedDone
Session 2 / 6Appointment linkedScheduled

The names, times and records on the screen are examples.

The plan works together with finance, inventory and session records

A treatment plan is touched not only by the physician but by the front desk, finance and inventory. The front desk places sessions on the calendar, the physician manages the clinical content, finance follows the quote and the payments, and inventory deducts the supplies used, with everyone looking at their own share of the same plan.

Package and credit balance
When a session package is sold, a balance is opened. Each session is deducted from it, and the remaining sessions and usage history show on the patient's account. Package and credit management is part of the Pro and Clinic plans.
Finance and billing
Supplies and inventory
If a procedure kit is defined for the procedure, the supplies leave the stock together with the session. When the quantity actually used differs, an authorized user corrects it and the correction leaves a trace. Traceable supplies such as implants are linked to the patient.
Inventory and purchasing
Session history and revenue share
Which session took place when, by whom, with which resource and which supplies stays on the record. The physician's revenue share is calculated by a versioned rule, and a cancellation or refund shows in the statement.

Frequently asked questions

Are a quote and a treatment plan the same thing?

The plan is the clinical content of the treatment, and the quote is the plan with prices. The quote comes from the plan and is confirmed by the patient's approval. The difference between the approved quote and the work actually done stays visible.

Is the old quote deleted when the plan changes?

The old quote is kept. When the scope or price changes, a revision is opened, and which version the patient approved and when stays on record.

How does a session package work?

When a package is sold, a session or credit balance is opened, and every session that takes place is deducted from it. The remaining balance and usage history show on the patient's account. Package management is part of the Pro and Clinic plans, while Lite includes basic accounts and payments.

Are the supplies used deducted automatically?

Yes. If a procedure kit is defined for the procedure, the supplies leave the stock with the session. If the quantity actually used differs, an authorized user corrects it and the correction leaves a trace. Traceable supplies such as implants are linked to the patient.

What happens if a patient stops the plan halfway?

The plan is cancelled, the sessions that took place stay on record, and your organization's refund rule applies to the unused balance. The refund and its revenue-share effect appear in the finance records. Your organization decides which refund rule to apply, and the system applies and records it.

Is the same plan structure used for every specialty?

The planning foundation is shared, and a specialty pack adds specialty-specific content, such as the odontogram and sessions for dentistry, area and product lot for aesthetics or an exercise prescription for physiotherapy. One specialty's needs therefore never crowd another's screen.

How do I send the quote to the patient?

The quote can be generated as a PDF from a document template and shared with the patient through a time-limited, revocable secure link. The patient's approval is recorded as a consent entry, and which version was approved and when stays in the patient file.

Which specialties use treatment plans?

In every specialty that offers multi-session services, such as dentistry, orthodontics, physiotherapy, medical aesthetics, hair transplantation, IVF, dietetics and psychology. Each specialty's session content, supply kit and follow-up protocol comes from its specialty pack.

How are multi-session appointments placed on the calendar?

Each session in the plan is tied to an appointment, and its duration, physician, room and, where needed, device are checked on the calendar. When the session takes place, the plan moves forward.

How is the physician's revenue share affected by the plan?

The physician's revenue share is calculated by a versioned rule, and the effect of a cancellation or refund shows in the statement. Even if the rule changes later, earlier periods keep the rule that applied to them.

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