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
| Module | What it adds |
|---|---|
| Dental | The dental chart and odontogram, assessments, findings, treatment plans, signed procedures, recalls, chairs and country profiles. |
| Periodontal charting | Six-site probing exams with a live graph. Optional. |
| Dental billing | Charges signed dental work to the encounter invoice. |
| Dental quotations | Quotes a presented treatment plan through Sales. Optional. |
| Dental laboratory | Lab cases for crowns, bridges and dentures, with a purchase order, the receipt and the fitting booking. Optional. Needs Purchase. |
Set up a dental facility
- Assign each user the role they need: Dentist / Dental Specialist, Dental Assistant / Hygienist or Dental Director, together with their facilities.
- Open Dental → Configuration → Country Profiles. Review the profile for your country, then select Mark reviewed and Approve for production.
- Open the facility and choose its Dental Country Profile.
- Open Dental → Configuration → Procedure Catalogue. Link each procedure to its service product and have the director approve it.
- Create the chairs in Dental → Chairs.
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
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