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Question

payment due summary once treatment charged

  • February 18, 2026
  • 2 replies
  • 22 views

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a sidebar would be useful as in exact for seeing what a patient owes and next appointment due without having to go into patient in the way exact had.

2 replies

Saymon
Community Manager
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  • Community Manager
  • February 20, 2026

Hi ​@ciaras 👋,

Thanks for the suggestion.

We’ve had a similar request in the past regarding the payment plan where a practice would like to see this on the left hand side (e.g. next to the patient’s name) and/or have some kind of visual indicator as to which payment plan the patient is assigned to without having to look to the right hand side.

I’m going to add yours to that as I think it could be scoped together, I’ll also let our design team know about this in case they want more info. 😊


RegentStreet85
Community Pro
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They have “visits” but we forget to use it as you have to press a button to get it on. 
 

would be easier with an off or on setting per practice e