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