Quickstart: set up your clinic
1. Configure your clinic
Open Settings → Clinic Profile. Enter your clinic name, address, and contact information. This appears on bills and exported documents.
2. Register your first patient
Go to Patients → New Patient. Fill in:
- Full name
- Date of birth
- Contact phone number
- Medical history notes (allergies, conditions, medications)
Click Save. The patient now appears in your patient list.
3. Schedule an appointment
Go to Appointments → New Appointment. Select the patient, choose a date and time, and add a reason (e.g., "Checkup", "Filling", "Crown prep"). The appointment appears on the calendar.
4. Start a visit
When the patient arrives, find their appointment on today's queue. Click "Mark Arrived" → "Start Visit". A new visit record opens.
5. Write a treatment record
In the visit record:
- Note the chief complaint
- Document examination findings
- Use the FDI tooth chart to mark conditions per tooth
- Write the diagnosis and treatment performed
- Save as Draft, then Confirm when complete
6. Generate a bill
Go to Billing → New Bill. Add line items (treatment codes, descriptions, amounts). Present to the patient. Record the payment method and amount received.
7. Back up your data
Go to Settings → Backup → Create Backup. Save the zip file to an external drive or USB. Do this weekly.