Can Hayati manage dental treatment plans with installments?
Yes. Plans split stages with estimate, advance, installment schedule, and stage-wise billing. Each installment posts as a proper GST receipt tied to plan balance, not a side spreadsheet.
Use case · Dental clinic
Multi-chair dental groups run treatment plans, installment receipts, OPG and procedure billing, and chair-wise queue on one counter spine — GST invoices, optional AI Receptionist, and patient queue display scoped per branch.
Desktop license—activate on your machine after verified payment. Not a cloud trial signup.
Dental clinic operating system connects reception, chair-side assistants, dentists, imaging desk, billing, and consumable store so a multi-visit root canal or implant plan does not live in spreadsheets. Hayati is operational ERP for Indian dental practices — not a full clinical charting EMR. It governs appointments per chair, treatment plan stages with installment schedules, OPG and procedure tariff posting, GST billing, implant and consumable stock deduction, and end-of-day collection registers finance can reconcile.
Appointment + token
Reception books chair slot; patient queue display shows doctor and chair number
Consult + plan
Dentist documents visit; treatment plan stages and estimate approved by patient
OPG / imaging
Imaging desk posts OPG or CBCT charge; report file reference on patient record
Procedure chair
Assistant opens stage; consumables issue; procedure fee posts to plan balance
Installment bill
Billing clerk issues GST receipt for today's stage or installment due
Follow-up booking
Next chair visit scheduled; outstanding plan balance visible at reception
A dental clinic day is organized around chairs, not generic OPD rooms. Reception opens the day by confirming which dentist sits in Chair 1, Chair 2, and Chair 3 — each chair has its own appointment column so double-booking one dentist across two rooms is blocked at scheduling time. Walk-ins receive a token tied to chair and doctor; the patient queue display shows chair number so the waiting area stays calm during evening rushes. First visit: dentist examines, may order OPG or IOPA at the imaging desk; imaging staff posts the radiology tariff and attaches report reference before procedure planning continues. Treatment plan workflow splits care into stages — for example extraction, healing period, implant placement, crown — each stage has a scheduled visit, expected consumables, and a fee component. When the patient accepts the plan, billing creates a plan header with total estimate, advance collected, and installment schedule instead of one opaque lump sum. On procedure days, the chair assistant marks stage start, store issues composite or implant kit against the patient, and billing posts that stage's fee or installment due. Multi-chair groups run parallel: orthodontics chair, general dentistry, and endodontics room each bill independently while sharing one patient UHID. End of day, reception reviews tomorrow's OPG appointments and installment reminders due — optional AI Receptionist handles reschedule calls so front desk is not on phone during peak chair turnover.
Reception owns appointments per chair, UHID, mobile number, treatment plan acceptance signature or consent file scan, and token issuance. They should not alter clinical notes — they update schedule, collect advance against plan, and route patients to the correct chair when the queue display calls the token. Dental assistants prepare chair trays, confirm allergy alerts on the patient banner, and request consumable issues from store against the open treatment stage. Dentists own clinical decisions and stage completion; billing listens to dentist-marked stage complete before posting procedure lines tied to the plan. Imaging desk operator posts OPG, CBCT, or intraoral radiograph charges, records machine or vendor reference, and hands printed or digital report to file — duplicate imaging bills are a common audit pain when billing and imaging desks do not share patient context. Billing clerk issues GST tax invoices for consultation, imaging, procedure stages, and installment receipts; records UPI, cash, and card splits; prints duplicate for patient medico-legal file when required. Store keeper manages composite, implant, anesthesia, and disposable stock — issues against patient plan stage or chair daily kit. Clinic manager reviews discount overrides, installment defaults, and chair utilization. Each login is scoped: assistant cannot waive installment; manager audit log captures who reprinted bill or changed plan total after patient signature.
New patient calls for tooth pain; reception books Chair 2 evening slot and sends WhatsApp reminder. On arrival, reception registers UHID, captures referral source, prints token — queue display shows Dr. Sharma, Chair 2. Dentist diagnoses need for OPG; patient walks to imaging, pays or accrues OPG fee on plan, receives film or digital link. Dentist presents root canal treatment plan in three stages with total estimate and installment option — patient pays advance and signs estimate. Visit two: endodontics chair opens stage one; assistant issues files and medicaments; billing posts stage fee per installment schedule. Visit three: crown prep; store deducts impression material; billing prints GST invoice for installment due. If patient delays payment, reception sees outstanding balance before booking next chair slot — policy is configured during onboarding. Implant cases may span months; each surgical stage bills separately while plan header shows lifetime balance. Corporate or insurance dental plans, where scoped, tag payer on bill header; billing clerk validates coverage limit before finalizing discount lines. Follow-up hygiene visits bill as simple OPD consultation without reopening surgical plan unless new treatment is authorized.
Consultation fee posts at first visit with GST rate per service category validated with your CA on walkthrough. OPG and CBCT bill as radiology service lines with SAC or HSN as configured — imaging should not be re-entered manually at billing after the imaging desk already posted the order. Treatment plan billing creates a plan document: total estimate, advance receipt, installment calendar, and stage-wise fee breakdown. Each stage completion triggers either automatic stage charge per configuration or billing clerk confirmation — prevents billing crown fee before dentist marked stage complete. Installment receipts are numbered GST invoices for the amount due that day, not informal chits; finance reconciles installment register to plan balance monthly. Discounts on aesthetic packages require manager approval with reason logged. Returns or refunds on unused implant stock link to original bill and batch where applicable. Multi-chair clinics need counter-wise daily collection: Chair 1 assistant collections versus central billing desk must not duplicate the same stage. Offline billing keeps chair-side tablet or front desk recording sales when broadband fails; sync preserves invoice sequence when link returns. Mixed payments — part UPI, part cash — post to single bill header for patient clarity.
Dental consumables span low-value disposables and high-value implants. Composite, bonding agents, anesthesia cartridges, and burs issue per procedure stage or daily chair kit — without patient linkage, implant costing drifts. Implant and abutment SKUs need batch or serial trace where your supplier and auditor expect it; billing deduction at stage complete keeps stock aligned to revenue. OPG does not consume film stock in digital clinics, but chemical or sensor maintenance items may sit on internal cost centre. Orthodontic supply kits may bill as package components rather than line-by-line retail. Store returns after cancelled stage reverse patient issue or post to wastage with dentist approval. Near-expiry on anesthesia and bonded materials reduces clinical risk — pharmacy-style FEFO applies where batches exist. Multi-branch dental chains transfer stock between central lab and branch chairs with transfer documents; HQ sees consolidated implant valuation while each branch counter stays responsive. Sterilization consumables may be internal cost unless you explicitly bill infection control surcharge — define at setup to avoid surprise patient lines.
Daily collection by billing user and chair shows cash, UPI, card, and installment totals for bank reconciliation. Treatment plan aging lists patients with outstanding installments and next scheduled stage — reception uses this for reminder calls. Chair utilization and dentist-wise revenue show which chairs earn versus idle hours. OPG and imaging revenue separate from procedure income so owners see diagnostic contribution. GST sales register with HSN breakup, credit notes, and return register export for your CA. Implant and high-value consumable movement report supports margin review by procedure type. Discount and manager override log feeds internal audit. New patient versus recall ratio by referral source helps marketing without guessing from paper registers. Branch-scoped reporting for multi-location dental brands prevents merging Hyderabad and Pune collections blindly. Plan cancellation and advance forfeiture policy should appear in reports finance agrees with legal — configured during onboarding not invented at year-end.
Document chair count, dentists per chair, OPG or CBCT vendor, typical treatment plans (RCT, implant, ortho), installment policy, and sample GST bills. Bring estimate printouts and imaging charge samples.
Configure consultation, OPG, procedure codes, multi-stage plan templates, installment rules, and GST rates. Dentist and finance sign off before live patients.
Assign reception, imaging desk, billing, store, and chair assistants with branch context. Define discount authority and who can alter plan totals after patient acceptance.
Run appointments, queue display, OPG billing, and one multi-stage plan with installments for two weeks. Test offline receipt and installment balance on recall visit.
Add remaining chairs, store issues per stage, and implant traceability. Validate parallel billing does not duplicate stage fees across desks.
Enable plan aging, chair utilization, GST exports, and manager override logs. Train reception on outstanding balance check before booking.
Yes. Plans split stages with estimate, advance, installment schedule, and stage-wise billing. Each installment posts as a proper GST receipt tied to plan balance, not a side spreadsheet.
Imaging desk posts OPG or CBCT charges to the patient record; billing and reports see the same order. Duplicate entry at billing after imaging is avoided when counters share context.
Appointments and tokens are chair-aware. Queue display can show doctor and chair number so patients know where to go when multiple procedures run in parallel.
No. Hayati focuses on operational billing, plans, queue, imaging charges, consumables, and GST registers. Clinical chart depth depends on your existing preference — scope honestly on walkthrough.
Outstanding balance shows on the patient plan before new appointments book. Reminder policy and late fees are your clinic rules — Hayati surfaces aging reports reception and finance use.
High-value SKUs can be configured for batch or serial trace at issue time when your supplier data supports it — validate with sample implant bills during onboarding.
Yes. Compact displays show token, doctor, and chair for dental waiting areas — same module as clinic OS, scoped per branch layout.
Include reception, one dentist, imaging desk staff, billing, and store. Multi-chair rollout fails if only marketing or IT sees the demo without chair operators.
All features: AI Receptionist · AI Retention Agent · Patient Queue Display · Doctor Dashboard · TPA billing · Multi-branch · Pharmacy inventory · GST billing · Offline billing · Queue management
Bring OPG sample bill, a three-stage treatment estimate, installment policy, and chair schedule export. We map imaging desk, plan templates, and reporting before go-live.