Practice Admin
A collection of articles to help with your practice admin
By Hebe and 1 other2 authors17 articles
- How to mark that a patient did not attend (DNA/FTA)🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Marking a patient as DNA/FTA when they did not attend their appointment, and how to report on FTAs.
- How to enable and use Dentally notifications🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to turn on and manage desktop notifications
- Bulk Editing Appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Edit a group of appointments in one go, eg to inform all patients of a cancellation by the practice.
- How to use your site settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Settings for your site, including opening hours, name & address, payment plan/fee schedule and logo
- How to book an appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to book an appointment for new or existing patients
- How to audit a patient's appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to audit a specific appointment for a patient to see the journey of that appointment.
- How to show practitioner availability in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Updating your calendar to reflect working patterns, expected and unexpected absences.
- How to use the calendar override to update practitioner availability🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Mark a practitioner as unavailable in the calendar
- How to use schedules to show practitioner availability🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use schedules to build practitioner calendars and diaries, and set working patterns
- How to show annual leave/time off in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use schedules or the calendar override feature to block the calendar off for time off.
- How to edit or delete an existing schedule🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Editing and deleting schedules which have previously been created.
- How to layer multiple schedules at the same time🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to layer schedules to account for varying availability throughout the month/year.
- How to add and amend practitioner breaks in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Adding, amending and deleting breaks in the calendar using the schedule and override features.
- How to view today's appointments in the visit management panel🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Manage today's visits and streamline the patient journey from arrival and departure
- How to use lab status to track lab work🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View and edit lab status to keep track of work for lab-dependent appointments
- How to send a booking confirmation🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Send booking confirmations automatically after an appointment is booked in the calendar
- How to set up booking confirmations🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up booking confirmations to send after an appointment is booked