Dentaltap User Manual
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Dentaltap User Manual
About User Manual π
Getting started
β‘
Sign up
π
1-2-3 Workflow
Calendar
π
Overview
π
Appointments
β²
Time Slots
π
Simple Notes
β°
Waiting List
β
Tasks List
Patients
π±β
Profiles
π
Groups
π
Discounts
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Family
β
Insurances
β
Tasks
β
Questionnaire
π
Documents
π
Storage
Treatments
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Overview
π©Έ
Diagnoses (ICD-10)
π
Procedures
π
Estimate Plans
π
Clinical Notes
β
Perio Chart
Billing
π
Invoices
π΅
Payments
π°
Balance
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1-2-3 Workflow
This tutorial covers 3 basic steps from scheduling a new patient record to collecting payments, so you can get started easy.
1. Schedule an Appointment
Click on the empty
Calendar
cell to start with the new appointment. In the opened window, fill out the details.
Use the following instructions to schedule an appointment -
Create Appointment
.
2. Create an Invoice
Once you added an appointment, click on it to open the details. In the opened window click on the
Create Invoice
Button
Dentaltap - Appointment Details Invoice Focus
Use the following instructions to create an invoice -
Create Invoice
β
3. Make a Payment
Once you created an invoice, click on the
Open Patient
button to open the profile, and make a payment for the invoice.
Use the following instructions to make a payment -
Create Payment
or
Create Transaction
β
Getting started - Previous
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Next - Calendar
Overview
Last modified
20d ago
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Contents
1. Schedule an Appointment
2. Create an Invoice
3. Make a Payment