Track 4
Daily operations
Onboard patients, take payments and watch the numbers move.
Article 1
Registering a new patient
Save a patient record without putting them on a membership yet.
Article 2
The patient signup flow
How a patient joins a plan, end to end — they never log in.
Article 3
Importing existing patients (CSV bulk)
Load your existing patient list into SmilePass in one go instead of typing them one-by-one.
Article 4
Adding a new member (the membership wizard)
The five-step flow that signs a patient up to a membership plan.
Article 5
Taking an instant payment
Charge a one-off cost and send a pay-by-link in seconds.
Article 6
Taking a payment plan
Put a patient on instalments for treatment they'll pay off over time.
Article 7
Tracking results — KPIs, reports and reconciliation
Dashboard KPIs, referral tracking, and per-list status columns.
Article 8
The member detail view
Everything you can see and do on a single member's record.
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