Orthodontics
Yarrowdale Point Orthodontics · Orthodontics · Spokane, WA
Florin Dalgleish is the treatment coordinator at Yarrowdale Point Orthodontics, a two-doctor orthodontic practice in Spokane, and he carries every adjustment from the family's request through the chair visit, the chart note, the invoice and the payment, so no visit is billed late or left unsigned.
HealthcareWork ordersChecklists3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 2 checklists · 1 notification · 1 stage rule set · 1 agent
Use this templateAdjustment board
Adjustment ordersRequested5
YP-A-1107Zephyrine Landgraf-AmoahWire change
YP-A-1115Odalie Hargreave-NwosuAligner refinement
YP-A-1129Ignatius Valentini-OladipoElastics check
YP-A-1134Haskell Brandsted-EzeBracket repair
YP-A-1144Lucasta Penhale-ObiRetainer fitting
Scheduled7
YP-A-1104Perdita Skalnik-HartWire change
YP-A-1110Nuala Fitzmaurice-ReddyElastics check
YP-A-1113Ludovic Marchbanks-BoydWire change
YP-A-1121Cassius Underhill-FerreiraAligner refinement
YP-A-1126Bartholomew Hendriksen-SadeWire change
2 moreDone3
YP-A-1106Zephyrine Landgraf-AmoahElastics check
YP-A-1119Siobhra Montclair-MbekiWire change
YP-A-1140Dorothea Rasmusson-IbeBracket repair
Billed6
YP-A-1103Perdita Skalnik-HartBracket repair
YP-A-1109Nuala Fitzmaurice-ReddyAligner refinement
YP-A-1117Linford Tarrant-TakedaRetainer fitting
YP-A-1124Bernadine Okpara-LangWire change
YP-A-1133Haskell Brandsted-EzeElastics check
1 morePaid23
YP-A-1101Perdita Skalnik-HartWire change
YP-A-1102Perdita Skalnik-HartWire change
YP-A-1105Zephyrine Landgraf-AmoahWire change
YP-A-1108Nuala Fitzmaurice-ReddyAligner refinement
YP-A-1111Ludovic Marchbanks-BoydWire change
18 moreMissed2
YP-A-1112Ludovic Marchbanks-BoydBracket repair
YP-A-1131Maribeth Salcedo-PikeAligner refinement
Tables
Adjustment orders
46 sample rows · 11 columnsEvery adjustment a patient needs, from the request through the chair visit, the chart note, the invoice and the payment.
| Order | Patient | Adjustment | Status | Chair time | Doctor | Chart note signed |
|---|---|---|---|---|---|---|
| YP-A-1109 | Nuala Fitzmaurice-Reddy | Aligner refinement | Billed | Sep 18, 5:30 PM | Dr. Cornelius Odumosu-Frost | Sep 18, 2026 |
| YP-A-1103 | Perdita Skalnik-Hart | Bracket repair | Billed | Sep 22, 5:30 PM | Dr. Anneke Voorhees-Adeyemi | Sep 22, 2026 |
| YP-A-1124 | Bernadine Okpara-Lang | Wire change | Billed | Sep 23, 10:30 PM | Dr. Anneke Voorhees-Adeyemi | Sep 23, 2026 |
| YP-A-1133 | Haskell Brandsted-Eze | Elastics check | Billed | Sep 24, 5:30 PM | Dr. Cornelius Odumosu-Frost | Sep 24, 2026 |
| YP-A-1117 | Linford Tarrant-Takeda | Retainer fitting | Billed | Sep 25, 9:30 PM | Dr. Cornelius Odumosu-Frost | Sep 25, 2026 |
| YP-A-1146 | Torvald Eriksen-Mensah | Elastics check | Billed | Sep 28, 8:30 PM | Dr. Cornelius Odumosu-Frost | Sep 28, 2026 |
Patients
24 sample rows · 12 columnsEveryone in treatment, with the plan, the doctor, who answers for them and what they still owe.
| Patient | Chart number | Date of birth | Responsible party | Responsible party phone | Plan | Treatment |
|---|---|---|---|---|---|---|
| Anneliese Pellicano-Dube | YP-P-3015 | Sep 9, 2011 | Rosalba Pellicano | (509) 555-0158 | Braces | Paused |
| Aurelio Tillinghast-Okafor | YP-P-3018 | Jul 25, 1984 | Self | (509) 555-0164 | Retainer only | Retention |
| Bartholomew Hendriksen-Sade | YP-P-3010 | Apr 16, 2012 | Liesbeth Hendriksen | (509) 555-0148 | Braces | In treatment |
| Bernadine Okpara-Lang | YP-P-3009 | Feb 11, 1988 | Self | (509) 555-0146 | Braces | In treatment |
| Cassius Underhill-Ferreira | YP-P-3008 | Jun 27, 2009 | Ysolde Underhill | (509) 555-0144 | Clear aligners | In treatment |
| Dorothea Rasmusson-Ibe | YP-P-3019 | Feb 14, 2010 | Olaf Rasmusson | (509) 555-0166 | Braces | In treatment |
| Estrella Brightwood-Ncube | YP-P-3021 | Jun 5, 2008 | Sparrow Brightwood | (509) 555-0170 | Clear aligners | Consult |
| Gideon Almeida-Strand | YP-P-3022 | Apr 29, 2009 | Leandro Almeida | (509) 555-0172 | Braces | In treatment |
| Haskell Brandsted-Eze | YP-P-3014 | May 31, 2010 | Sigrun Brandsted | (509) 555-0156 | Braces | In treatment |
| Ignatius Valentini-Oladipo | YP-P-3012 | Oct 23, 2009 | Carlotta Valentini | (509) 555-0152 | Clear aligners | Retention |
| Linford Tarrant-Takeda | YP-P-3006 | Sep 18, 2007 | Mehitabel Tarrant | (509) 555-0140 | Braces | Retention |
| Lucasta Penhale-Obi | YP-P-3023 | Oct 17, 1993 | Self | (509) 555-0174 | Clear aligners | In treatment |
12 more rows
Views
Chair calendar
Adjustment ordersOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1YP-A-1106
2YP-A-1119
3
4
5
6
7
8YP-A-1113
9
10
11
12YP-A-1110
13YP-A-1126
14
15YP-A-1104
16YP-A-1137
17
18
19
20
21YP-A-1121
22
23YP-A-1142
24
25
26
27
28
29
30
31
Forms and booking
Request an adjustment
FormRequest an adjustmentWhat the desk records when a patient or parent calls for another adjustment.
What is the order number? *
Which patient is it for? *
Which adjustment is needed? *Wire changeBracket repairElastics checkAligner refinementRetainer fittingDebonding
What is the fee for it? *
Add the requestDashboards
Chair and billing
Adjustment ordersAdjustments by status
- Paid23
- Billed6
- Scheduled7
- Done3
- Requested5
- Missed2
Fees by status
- Paid$4,325
- Billed$875
- Scheduled$1,020
- Done$265
- Requested$815
- Missed$325
Fees by adjustment
- Wire change$2,160
- Bracket repair$425
- Elastics check$300
- Aligner refinement$2,640
- Retainer fitting$1,550
- Debonding$550
Also included
- Adjustment close-outChecklist
- Starting treatmentChecklist
- Adjustment boardStage rules
- Visit finishedNotificationTells the billing specialist a visit is done so the close-out starts.
Related templates
- Clinical research siteLanternhill Park Clinical Research4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 2 checklists · 1 notification · 1 stage rule set · 1 agentChecklists
- Home health agencyCopperfield Bend Home Health4 tables · 5 views · 2 forms · 2 dimension sets · 1 drill-down · 1 digest · 1 notification · 1 agentDrill-down
- Acupuncture clinicOakmere Green Acupuncture4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- Audiology clinicJuniperwell Heights Hearing Center3 tables · 5 views · 1 form · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Behavioral health clinicPinecrest Gate Behavioral Health4 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 stage rule set · 1 agentClient portals
- Chiropractic clinicQuillmoor Row Chiropractic5 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 stage rule set · 1 agentDimensions