Our treatment workflow is designed with clear, actionable stages to streamline collaboration across your practice. Initially, clinicians draft treatment plans, outlining proposed care steps and notes. These drafts are then reviewed and finalised by the treating doctor, specialist, or manager, ensuring accuracy before proceeding. Once finalised, the billing team can generate invoices, which may enter a pending stage awaiting electronic data interchange (EDI) processing with insurers or payment providers. Admin staff track receipting once payments are received, closing the financial loop. In some cases, treatments may be recorded as notes only, handled directly by clinicians for documentation without billing. This stage-based approach keeps everyone - from doctors and billing teams to administrative staff - aligned and accountable throughout the patient care and financial lifecycle.