video1.0<iframe src="https://www.loom.com/embed/c2d13f80a22c4448aa3fa4bfea0b08d9" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c2d13f80a22c4448aa3fa4bfea0b08d9-d1af21f182458c49.gif193.3In this video, I walk you through the process of automatically applying treatment board activities from estimate bundles, which is essential for creating treatment plans that require client approval before we begin. I emphasize that treatment must start before converting the estimate to an invoice to ensure activities are triggered correctly. You'll learn how to check in a patient, link an estimate, and manage the approval process efficiently. I encourage you to review the steps carefully and implement this workflow to streamline our operations and save time. Please make sure to capture client signatures and adjust any necessary activity dates as we move forward.