From treatment plan to paid invoice, one connected chain
Build multi-visit treatment plans, attach kit templates to every procedure, and let Udentis capture НЗИС data and prepare the invoice when the appointment is completed.
Treatments
Manage patient treatment plans and track progress.
The problem
You know the drill: the dentist plans a three-visit crown case in their head, the assistant writes materials on a sticky note, reception invoices the wrong procedure code, and nobody knows whether composite was actually used on tooth 24. Treatment knowledge lives in people, not in the system, so every handoff between clinical, НЗИС, and billing is another chance for a gap. When a patient asks "what's left on my plan?", someone has to dig through paper notes and yesterday's WhatsApp thread. That is not clinical care, that is administrative archaeology.
How it works in Udentis
Multi-visit treatment plans with tooth-level detail
A treatment plan in Udentis is not a PDF you print and forget. It is a living object tied to the patient record, the FDI odontogram, and every future appointment. Create a plan for Maria Ivanova's crown on tooth 16: mark the tooth as planned, add visit 1 (prep), visit 2 (impression), visit 3 (cementation), assign Dr. Marin, and set estimated fees per visit. The plan shows 0/3 visits complete, consent status, and outstanding balance, all on one screen.
Each visit in the plan can carry its own procedure code, kit template, and duration estimate. When you schedule visit 2, Udentis pre-selects the impression kit and blocks 45 minutes on Dr. Marin's calendar. Progress updates automatically: after visit 1 is completed, the odontogram marks tooth 16 as in-progress and the plan reads 1/3 visits. No one re-enters data at the front desk.
For simpler cases, a single composite on tooth 24, the plan is one visit with one kit. For full-mouth rehabilitation, break work into phases and track each phase independently. Plans can be duplicated for common protocols, so a standard implant case does not start from scratch every time.
Treatments
Manage patient treatment plans and track progress.
Treatment kits: encode the protocol once
Every procedure your clinic performs regularly should exist as a kit template: composite filling, root canal, crown prep, extraction, hygiene visit. Each kit lists the materials consumed (with quantities), the default duration, the НЗИС procedure code, and the standard fee. Build the "Composite filling - 1 surface" kit once: 1 cartridge anesthetic, 1 composite syringe (configurable shade), 1 matrix band set, 1 polishing disc, and it is ready for every dentist in the practice.
Kits are not rigid. When completing an appointment, the dentist can adjust quantities, used two cartridges instead of one, and Udentis records the variance. Over time, consumption analytics show whether your kits match reality or need tuning. A kit that consistently runs over on composite is a pricing signal, not a surprise at month-end.
Link kits to your procedure catalogue so reception sees consistent names and prices at booking time. New team members do not need to memorize which materials a crown prep requires, the kit loads automatically when the appointment type is selected.
Treatments
Manage patient treatment plans and track progress.
Plan links to appointment, no re-entry
Scheduling from a treatment plan takes two clicks: open the plan, click "Schedule next visit". Udentis creates the appointment with the patient, dentist, procedure, kit, and duration pre-filled. The appointment card shows which plan and which visit number it belongs to, "Crown tooth 16, visit 2 of 3".
If a patient calls to reschedule visit 2, drag the appointment on the calendar. The plan stays linked; only the date changes. If visit 2 is completed early and visit 3 is not needed for another three weeks, the plan reflects the gap without anyone updating a separate tracker.
Cancelled visits do not orphan the plan. The visit status reverts to "planned" and the next scheduling action is obvious. Reception never invoices a visit that was not clinically completed because the invoice draft only generates from a completed appointment tied to the plan.
Appointments
Manage your practice appointments and schedule.
The full chain: plan → appointment → НЗИС → invoice
This is where Udentis differs from a calendar with a billing add-on. The treatment plan is the origin; everything downstream is connected. Complete the appointment → НЗИС fields (procedure code, dentist LPK, patient NHIF number) are already captured from the kit and patient record → a draft invoice appears with the correct line items and VAT.
For insured patients, the НЗИС submission data is validated at appointment close, missing LPK or procedure code blocks completion with a clear error, not a rejected submission weeks later. For private-pay visits, skip НЗИС and invoice directly. Mixed plans (НЗИС visit 1, private visit 2) are supported per visit.
Reception reviews the draft invoice, typically under 30 seconds, confirms, and sends the PDF. The treatment plan marks the visit complete, НЗИС data is queued, and the invoice is issued. Three systems, one click at the end. That is the chain your team stops rebuilding manually every day.
Invoicing
Create and manage invoices with payment tracking.
Your clinic day, end to end
How this module connects to the rest of your practice.
-
1
Build kit templates
Define materials, duration, procedure codes and fees for each procedure type. Set once, use on every appointment.
Treatments → -
2
Create treatment plan
Open the patient record, mark teeth on the odontogram, add visits with linked kits and assign the treating dentist.
Patients → -
3
Schedule from plan
Book each visit directly from the plan. Patient, procedure, kit and duration are pre-filled on the calendar.
Appointments → -
4
Complete & report
Close the appointment. НЗИС data validates and clinical notes attach to the patient record.
НЗИС Compliance → -
5
Invoice issued
Review the auto-generated draft invoice, confirm, and send the PDF. Payment tracking starts immediately.
Invoicing →
Who it is for
Solo practice
You perform and plan every procedure yourself. Kit templates mean you never mentally track materials mid-procedure, and single-visit plans keep billing aligned with clinical work without a receptionist in the loop.
Multi-dentist clinic
Three dentists, three ways of doing a crown prep, unless kits standardise it. Shared kit library, per-dentist plan assignment, and automatic handoff to reception for invoicing eliminate the "ask Dr. Harris what he used" conversation.
Clinic group
Roll out standard kits across locations so consumption and profitability are comparable. Group admins see treatment completion rates, kit variance, and revenue per procedure type across every site from one dashboard.
Integrations and details
- FDI odontogram sync: planned, in-progress and completed teeth update automatically from treatment plans
- НЗИС procedure nomenclature: kits carry validated codes that flow into electronic submissions
- Invoicing: draft invoices pre-filled from completed appointments with VAT
- Appointment calendar: schedule directly from plan visits with conflict detection per dentist
- Patient record: full treatment history, consent status and plan progress on one screen
- Consumption analytics: compare kit estimates vs actual usage per procedure and per dentist
- CSV export of treatment plans and completion data for external reporting
Frequently asked questions
Related features
Appointments
Multi-dentist scheduling, drag-and-drop rescheduling, automated patient reminders, and treatment kit prep lists built into every appointment, so your front desk stops firefighting and your chairs stay full.
Learn more →Patients
Every patient's full picture, identity fields, FDI odontogram, NZIS history, documents, and consent, on a single secure screen built for Bulgarian dental practice.
Learn more →Invoicing
Generate Bulgarian-compliant invoices from completed appointments, EIK, VAT number, IBAN, sequential numbering, EUR line items, and PDF delivery, without re-entering a single field.
Learn more →НЗИС Compliance
Udentis captures the НЗИС data you already enter during appointments, treatments and invoicing, then validates, signs and submits dental records to the National Health Information System in three clicks. No separate portal, no manual XML, no re-typing patient details.
Learn more →See it with your own clinic data
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