Orthodontics

Yarrowdale Point Orthodontics · Orthodontics · Spokane, WA

Florin Dalgleish is the treatment coordinator at Yarrowdale Point Orthodontics, a two-doctor orthodontic practice in Spokane, and he carries every adjustment from the family's request through the chair visit, the chart note, the invoice and the payment, so no visit is billed late or left unsigned.

HealthcareWork ordersChecklists3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 2 checklists · 1 notification · 1 stage rule set · 1 agent
Use this template

Adjustment board

Adjustment orders
Requested5
YP-A-1107Zephyrine Landgraf-AmoahWire change
YP-A-1115Odalie Hargreave-NwosuAligner refinement
YP-A-1129Ignatius Valentini-OladipoElastics check
YP-A-1134Haskell Brandsted-EzeBracket repair
YP-A-1144Lucasta Penhale-ObiRetainer fitting
Scheduled7
YP-A-1104Perdita Skalnik-HartWire change
YP-A-1110Nuala Fitzmaurice-ReddyElastics check
YP-A-1113Ludovic Marchbanks-BoydWire change
YP-A-1121Cassius Underhill-FerreiraAligner refinement
YP-A-1126Bartholomew Hendriksen-SadeWire change
2 more
Done3
YP-A-1106Zephyrine Landgraf-AmoahElastics check
YP-A-1119Siobhra Montclair-MbekiWire change
YP-A-1140Dorothea Rasmusson-IbeBracket repair
Billed6
YP-A-1103Perdita Skalnik-HartBracket repair
YP-A-1109Nuala Fitzmaurice-ReddyAligner refinement
YP-A-1117Linford Tarrant-TakedaRetainer fitting
YP-A-1124Bernadine Okpara-LangWire change
YP-A-1133Haskell Brandsted-EzeElastics check
1 more
Paid23
YP-A-1101Perdita Skalnik-HartWire change
YP-A-1102Perdita Skalnik-HartWire change
YP-A-1105Zephyrine Landgraf-AmoahWire change
YP-A-1108Nuala Fitzmaurice-ReddyAligner refinement
YP-A-1111Ludovic Marchbanks-BoydWire change
18 more
Missed2
YP-A-1112Ludovic Marchbanks-BoydBracket repair
YP-A-1131Maribeth Salcedo-PikeAligner refinement

Tables

Adjustment orders

46 sample rows · 11 columns

Every adjustment a patient needs, from the request through the chair visit, the chart note, the invoice and the payment.

OrderPatientAdjustmentStatusChair timeDoctorChart note signed
YP-A-1109Nuala Fitzmaurice-ReddyAligner refinementBilledOct 2, 5:30 PMDr. Cornelius Odumosu-FrostOct 2, 2026
YP-A-1103Perdita Skalnik-HartBracket repairBilledOct 6, 5:30 PMDr. Anneke Voorhees-AdeyemiOct 6, 2026
YP-A-1124Bernadine Okpara-LangWire changeBilledOct 7, 10:30 PMDr. Anneke Voorhees-AdeyemiOct 7, 2026
YP-A-1133Haskell Brandsted-EzeElastics checkBilledOct 8, 5:30 PMDr. Cornelius Odumosu-FrostOct 8, 2026
YP-A-1117Linford Tarrant-TakedaRetainer fittingBilledOct 9, 9:30 PMDr. Cornelius Odumosu-FrostOct 9, 2026
YP-A-1146Torvald Eriksen-MensahElastics checkBilledOct 12, 8:30 PMDr. Cornelius Odumosu-FrostOct 12, 2026

Patients

24 sample rows · 12 columns

Everyone in treatment, with the plan, the doctor, who answers for them and what they still owe.

PatientChart numberDate of birthResponsible partyResponsible party phonePlanTreatment
Anneliese Pellicano-DubeYP-P-3015Sep 9, 2011Rosalba Pellicano(509) 555-0158BracesPaused
Aurelio Tillinghast-OkaforYP-P-3018Jul 25, 1984Self(509) 555-0164Retainer onlyRetention
Bartholomew Hendriksen-SadeYP-P-3010Apr 16, 2012Liesbeth Hendriksen(509) 555-0148BracesIn treatment
Bernadine Okpara-LangYP-P-3009Feb 11, 1988Self(509) 555-0146BracesIn treatment
Cassius Underhill-FerreiraYP-P-3008Jun 27, 2009Ysolde Underhill(509) 555-0144Clear alignersIn treatment
Dorothea Rasmusson-IbeYP-P-3019Feb 14, 2010Olaf Rasmusson(509) 555-0166BracesIn treatment
Estrella Brightwood-NcubeYP-P-3021Jun 5, 2008Sparrow Brightwood(509) 555-0170Clear alignersConsult
Gideon Almeida-StrandYP-P-3022Apr 29, 2009Leandro Almeida(509) 555-0172BracesIn treatment
Haskell Brandsted-EzeYP-P-3014May 31, 2010Sigrun Brandsted(509) 555-0156BracesIn treatment
Ignatius Valentini-OladipoYP-P-3012Oct 23, 2009Carlotta Valentini(509) 555-0152Clear alignersRetention
Linford Tarrant-TakedaYP-P-3006Sep 18, 2007Mehitabel Tarrant(509) 555-0140BracesRetention
Lucasta Penhale-ObiYP-P-3023Oct 17, 1993Self(509) 555-0174Clear alignersIn treatment

12 more rows

Also included

  • Adjustment close-outChecklist
  • Starting treatmentChecklist
  • Adjustment boardStage rules
  • Visit finishedNotificationTells the billing specialist a visit is done so the close-out starts.