Dentaltap User Manual
  • About User Manual ๐Ÿ–
  • Getting started
    • โžก๏ธSign up
    • ๐Ÿ1-2-3 Workflow
  • Calendar
    • ๐Ÿ“…Overview
    • ๐Ÿ—“๏ธAppointments
    • โฒ๏ธTime Slots
    • ๐Ÿ“Simple Notes
    • โฐWaiting List
    • โœ…Tasks List
  • Patients
    • ๐Ÿ‘ฑโ€โ™€๏ธProfiles
    • ๐Ÿ“‡Groups
    • ๐ŸŒŸDiscounts
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆFamily
    • โ˜‚๏ธInsurances
    • โœ…Tasks
    • โ‰๏ธQuestionnaire
    • ๐Ÿ“ƒDocuments
    • ๐Ÿ“‚Storage
  • Treatments
    • ๐ŸฆทOverview
    • ๐ŸฉธDiagnoses (ICD-10)
    • ๐Ÿ“‹Procedures
    • ๐Ÿ“˜Estimate Plans
    • ๐Ÿ—’๏ธClinical Notes
    • โญ•Perio Chart
  • Billing
    • ๐Ÿ“‘Invoices
    • ๐Ÿ’ตPayments
    • ๐Ÿ’ฐBalance
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On this page
  • 1. Schedule an Appointment
  • 2. Create an Invoice
  • 3. Make a Payment

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  1. Getting started

1-2-3 Workflow

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Last updated 3 years ago

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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 cell to start with the new appointment. In the opened window, fill out the details.

Use the following instructions to schedule an 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

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 create an invoice -

Use the following instructions to make a payment - or

๐Ÿ
Calendar
Create Invoice
Create Payment
Create Appointment
Create Transaction
Dentaltap - Appointment Details Invoice Focus