> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Doctor Quick Start

> A short guide for doctors using OdontoX for patient care, charting, and clinical notes.

As a doctor, your main workspace in OdontoX is the patient record. This guide shows you how to see patients, document visits, and manage treatment plans.

## 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 →](/clinical/appointments)

## 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 use dental charting →](/clinical/dental-charting)\
[How to write clinical notes →](/clinical/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.

[How treatment plans work →](/clinical/treatment-plans)

## Step 5: Hand off billing

If your clinic uses OdontoX for billing, the receptionist can turn the treatment plan or appointment into a quotation or invoice.

You can view billing information from the patient record if your permissions allow it.

## Common next steps

* [Review lab cases](/clinical/lab-cases)
* [Check Ruby Insights for your day](/ai/overview)
* [Manage your signature](/admin/signatures)

## Need help?

Email us at [hi@odontox.io](mailto:hi@odontox.io) or open a ticket from **Settings → Support**.