Before you start
- Your clinic admin must invite you to the clinic.
- You must accept the invitation and log in.
Step 1: Review your schedule
Open the Calendar from the sidebar to see your appointments. You can view by day, week, or month. Click any appointment to open its detail page. How appointments work →Step 2: Open a patient record
From the appointment detail page or the Patients list, open the patient you are seeing. The patient record contains:- profile and contact details
- medical and dental history
- appointments
- clinical notes, charting, prescriptions, and files
- treatment plans and billing
Step 3: Chart teeth and write notes
During or after the visit:- Use Dental Charting to mark tooth conditions and planned work.
- Use Clinical Notes to write a SOAP note or use an AI-assisted draft.
- Add Prescriptions if needed.
How to write clinical notes →
Step 4: Create a treatment plan
If the patient needs future work, create a Treatment Plan from the patient record.- Add procedures from the Service Catalog.
- Adjust quantities or prices if needed.
- Attach before/after photos.
- Apply a discount policy if applicable.
- Share the plan with the patient as a PDF or public link.