Follow up on procedures

When to use this: a doctor suggested a procedure during consultation, or a procedure invoice was raised and reception needs to chase payment or scheduling.

Who can do this: Receptionists and tenant owners.

Where to go

Clinical → Clinic CMS → Appointments → Procedures tab

Procedures tab — doctor suggestions awaiting decision, and raised invoices with payment status.

Two kinds of rows

Kind	Badge	What to do
Suggested	Amber Suggested	Patient has not committed — call them, then open the consultation or book a slot
Invoice	Green amount / Settled	Procedure was invoiced — collect remaining balance or confirm completion

Steps

1. Open Appointments → Procedures.
2. Filter by Practice or Doctor if the list is long.
3. For Suggested rows — click Open to review the consultation note, then help the patient decide and book.
4. For Invoice rows — click Invoices to open billing, collect payment, or mark complete.
5. After scheduling, the patient may also appear on the Day board if an appointment was created.

Related

• Collect consultation fee · Book an appointment