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Daily clinic workflows
Opening the clinic
- Open Dental Ark
- Check today's appointment list
- Review any notes from yesterday (unfinished records, unpaid bills)
- Prepare the daily queue
Patient check-in
- Patient arrives → find in today's appointment list
- Click "Mark Arrived"
- Verify contact information is current
- Note any changes to medical history
During treatment
- Click "Start Visit" when the patient enters the operatory
- Document chief complaint and examination findings
- Use FDI tooth chart to mark conditions
- Write treatment notes
- Attach any images (intraoral photos, X-rays)
- Save as Draft during treatment, Confirm after completion
Billing
- Create a new bill for the visit
- Add treatment items with codes and amounts
- Present to patient
- Record payment (cash, card, transfer, WeChat/Alipay)
- Mark bill as paid or track outstanding balance
Closing the clinic
- Review today's visits — ensure all records are confirmed
- Check billing — verify all payments are recorded
- Review tomorrow's schedule
- Run backup: Settings → Backup → Create Backup
- Copy backup to external drive