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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​
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​

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Overview

Last modified 7mo ago