Skip to Content
Dental Care

Set up dental care

Available to

Dental directors and configuration managers.

Dental care adds one dental chart to each patient, a treatment-planning workspace, dental recalls and dental chairs. It reuses the patient, appointment, consent, billing and pharmacy you already use. It never creates a second patient or a second invoice.

Dental modules

ModuleWhat it adds
DentalThe dental chart and odontogram, assessments, findings, treatment plans, signed procedures, recalls, chairs and country profiles.
Periodontal chartingSix-site probing exams with a live graph. Optional.
Dental billingCharges signed dental work to the encounter invoice.
Dental quotationsQuotes a presented treatment plan through Sales. Optional.
Dental laboratoryLab cases for crowns, bridges and dentures, with a purchase order, the receipt and the fitting booking. Optional. Needs Purchase.

Set up a dental facility

  1. Assign each user the role they need: Dentist / Dental Specialist, Dental Assistant / Hygienist or Dental Director, together with their facilities.
  2. Open Dental → Configuration → Country Profiles. Review the profile for your country, then select Mark reviewed and Approve for production.
  3. Open the facility and choose its Dental Country Profile.
  4. Open Dental → Configuration → Procedure Catalogue. Link each procedure to its service product and have the director approve it.
  5. Create the chairs in Dental → Chairs.
Country profiles. A profile holds the tooth notation, the age of majority, the recall intervals and the readiness checklist for a country.
Country profiles. A profile holds the tooth notation, the age of majority, the recall intervals and the readiness checklist for a country.

What each role can do

  • Dentist / Dental Specialist charts, signs, approves plans and prescribes.
  • Dental Assistant / Hygienist charts conditions and does delegated work. They cannot sign.
  • Dental Director maintains the catalogue, finding types, care panels and country profiles.
  • Dental Laboratory Coordinator orders and receives lab work. Reception can read lab cases, to call patients, but cannot change them.
  • Reception can take the dental intake, book recalls and record the patient's decision on a plan. Reception cannot see charts. Billing staff have no dental access.

Related topics

Was this helpful?

Report an issue with this guide