video1.0<iframe src="https://www.loom.com/embed/3df624296ac24bb0a8f2ce86937a5538" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3df624296ac24bb0a8f2ce86937a5538-46d4eca74a64c242.gif1087.57This Loom explains how to manage patient financials in DentalPlus, focusing on creating invoices, taking payments, and tracking balances. It shows completing treatments as completed, saving invoices, skipping or updating recall dates, and then viewing all financial activity in date order with color-coded record types. It covers taking payments by selecting the correct invoice and amount, unticking treatments if the patient pays for only part, and confirms totals update to show any remaining balance. It also explains handling prepayments by allocating them to a newly created invoice, managing deposits, and allocating refunds or credit notes under amendments.