Daily clinic workflows

Opening the clinic

  1. Open Dental Ark
  2. Check today's appointment list
  3. Review any notes from yesterday (unfinished records, unpaid bills)
  4. Prepare the daily queue

Patient check-in

  1. Patient arrives → find in today's appointment list
  2. Click "Mark Arrived"
  3. Verify contact information is current
  4. Note any changes to medical history

During treatment

  1. Click "Start Visit" when the patient enters the operatory
  2. Document chief complaint and examination findings
  3. Use FDI tooth chart to mark conditions
  4. Write treatment notes
  5. Attach any images (intraoral photos, X-rays)
  6. Save as Draft during treatment, Confirm after completion

Billing

  1. Create a new bill for the visit
  2. Add treatment items with codes and amounts
  3. Present to patient
  4. Record payment (cash, card, transfer, WeChat/Alipay)
  5. Mark bill as paid or track outstanding balance

Closing the clinic

  1. Review today's visits — ensure all records are confirmed
  2. Check billing — verify all payments are recorded
  3. Review tomorrow's schedule
  4. Run backup: Settings → Backup → Create Backup
  5. Copy backup to external drive