# Treatment records overview

**Treatment records** are **per-patient ledgers** of dental services: each row records **what** was done (procedure), **who** treated (dentist), **when**, **tooth numbers**, **how it was paid** (mode of payment), and **peso amounts** (charged, paid, balance). They are separate from the **Dental chart** (odontogram), which captures tooth-level clinical marking—not billing lines.

### Who can use them

**Treatment records** (and **Procedures**, **Dentists**, **Mode of Payments**, **Sales**) need at least the **Starter** plan—or an active **trial** that includes those features. On **Free**, the app may invite you to upgrade.

### Where to open them

1. **Treatment Records** in the main menu → pick a patient (after choosing a **branch** in the header), then open the ledger, **or**
2. From **Patients** → open a patient → **View Treatment Record**.

### What you see on the patient screen

* Records are **grouped by procedure name** in expandable sections.
* Each group shows **totals** for amount charged, amount paid, and balance, plus a status-style label (**Paid**, **Outstanding**, **Credit**) based on totals.
* Individual lines show date, dentist, tooth numbers, mode of payment, amounts, optional remarks, and actions (**Edit** / **Delete**).

You can’t set a service date in the future.

### Adding or editing a record

Use **Add Treatment Record** or **Edit**. Required fields:

* **Date**
* **Procedure** (from your catalog)
* **Tooth No./s** (free text—one tooth or several)
* **Dentist** (from your branch’s dentist list)
* **Mode of Payment**

Amount **charged** and **paid** can start at zero; decimals are OK. **Remarks** are optional.

### Deleting

Deletion is confirmed in a dialog. Removing a line changes totals and anything that rolls up **Sales** for that branch.

### Related articles

* [Dentists](/associhealth-docs/treatment-records/dentists.md)
* [Procedures](/associhealth-docs/treatment-records/procedures.md)
* [What’s linked to a treatment record](/associhealth-docs/treatment-records/whats-linked-to-a-record.md)


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