Basic Workflow

This tutorial covers basics from creating new patient record to collecting payments

1. New patient

  • Create a new patient record by click-and-drag or just click on empty Calendar cells or open the Patients page and click on the New Patient button

  • Fill out the patient details - Full Name, Phone, and Birthday

  • Click on the Save button

  • If you choose to create a new patient from the calendar, the appointment record will be added as well

2. New appointment

  • Open the patient profile that you just created by clicking on it

  • Click on the New Visit button at the top

Patient profile header
  • In the opened Calendar page you will see a notification at the top Select a calendar slot to confirm an appointment for...

Calendar notification
  • Click-and-drag on empty calendar cells to create a new appointment for this patient

  • In the opened window you can add or change more appointment details such as Provider, Note, Room etc, and the patient info will be pre-filled here

  • Click on the Save button to create an appointment

  • If you create a new appointment from the calendar, then follow the steps above, starts from click-and-drag on empty calendar cells. In the opened window, choose a patient record from your existing records

3. New procedures

  • Open the patient profile from the calendar or patients list

  • Navigate to the Procedures tab

Patient navigation bar
  • Select one or more teeth or surfaces to apply a new treatment

Dentaltap Dental Charting
  • At the top bar, choose a procedure category for your selected teeth or surfaces

Dentaltap Procedures
  • In the beginning, your selected procedures list is empty. Click on the procedures from your price list to add them to the selected procedures.

  • You can also adjust the quantity and price.

  • By default, only procedures from the selected category are available (for example, Restoration). But you can use Search for procedures... input to select procedures from any other categories by name or code

Dentaltap - Selected procedures
  • Click on the Add Procedures button to save

4. Complete procedures

After you added the procedures, you can see them below the dental chart

Dentaltap Procedures List
  • Select one or more procedures to complete

  • Click on the Status button at the top bar

  • Select one of the statuses - Existing, Completed or Planned

5. New Invoice

  • Select one or more procedures

  • Click on the Invoice button at the top bar

  • Optionally, add the Invoice Code, Due Date, Discount, and Tax

  • Click on the Create Invoice button

6. Make a payment

  • Navigate from the Procedures to the Billing tab under the patient profile

  • You will see all patient invoices and their status - paid or unpaid

Dentaltap Patient Invoies
  • Click on the invoice to open it

  • Click on the Pay Remained button

  • Enter the Payment Type, Amount, optionally add tags

  • Click on the Add Payment button to confirm