Section

Step by step

How to do each job, button by button

  1. 1Set up the clinicEverything printed on a receipt, offered on the booking page or charged to a patient comes from these settings.
  2. 2Open the dayKnow who is coming, who wrote overnight, and what is about to run out, before the first patient walks in.
  3. 3Register a new patientSearch first, then name, mobile, birthday, the senior or PWD box, the medical history and the HMO card.
  4. 4Book an appointmentBook, pick the patient, day, time, dentist and procedure, save, and read the time back.
  5. 5Online bookingsBookings patients make themselves land as Pending. Confirm them, complete the new records, move what is wrong.
  6. 6Move or cancel an appointmentMove opens a small panel on the row; Cancel frees the slot and can be Restored.
  7. 7Patient arrives, or doesn'tArrived when they walk in, Seat patient when the dentist is ready, No-show after a call goes unanswered.
  8. 8Treat the patientRead the red line, record each procedure as it is done, chart findings, save notes, hand over for billing.
  9. 9Chart findings and plan treatmentTap the tooth, record what you found, build the plan, present it, download the quote, record the answer.
  10. 10Bill and take paymentCreate the bill from the visit, take the payment, hand over the receipt PDF, finish the visit.
  11. 11HMO patients and claimsCheck the card, get the LOA, file the claim on the bill, then move it along weekly until paid.
  12. 12Reply to patient messagesOpen the unread thread, read it all, reply warmly, book if asked, archive when done.
  13. 13Recalls and reactivationOne quiet hour a week: call everyone due, offer two slots, book on the spot, dismiss only those who moved away.
  14. 14Supplies and the storeCount daily with − and +, reorder weekly with Add all, place the order, and receive it.
  15. 15Close the dayUnbilled list empty, cash counted, nobody left in the chair, tomorrow checked.
  16. 16Owner's weekly reviewFifteen minutes on Reports, Billing, HMO claims and No-shows, ending in a list of five people to call.
  17. 17Monthly minimum and permitsAround the 20th: read the meter, order if short, check what expires in 60 days, match the receipt booklet.
  18. 18Staff joining and leavingInvite with a role, send the link yourself, set the dentist's fee share, disable the day someone leaves.