Office manager

A promise stays visible until it is kept.

Turn a patient payment conversation into a tracked commitment, then follow it when the date arrives.

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Office manager workflows

Sample payment promise with owner and follow-up date.

Illustrative workflow · sample data · Dental Canvas

What this is for

A patient says they will pay Friday. Friday comes, and the commitment is a sticky note or a memory.

Front desk

Records the promise. Amount and date are attached

Office manager

Sees what came due. Broken promises return to work

Team

Follows up. History is still with the account

See this workflow with your team’s day in mind.

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