Initial Setup
Follow these steps to configure DenTrackPro for your dental practice after your account is created.
Step 1: Clinic Information
Go to Settings and fill in your clinic details:
- Enter your clinic name, address, and contact information
- Upload your clinic logo for use on invoices and printouts
- Set your operating hours and appointment duration
- Configure your time zone and currency
Step 2: Set Up Branches
If you have multiple locations, go to Branches and add each clinic branch with its own address and contact details.
Step 3: Add Your Procedures
Go to Procedures and add the dental services you offer, including procedure name, category, and pricing. These will be available when creating invoices and treatment plans.
Step 4: Add Staff Accounts
Go to Users and create accounts for your team. Assign each user the appropriate role:
- Superadmin: Full system access — manage users, settings, procedures, and all operations
- Dentist: Patient records, dental charting, treatment plans, prescriptions, appointments
- Receptionist: Patient registration, appointment scheduling, billing, and front-desk operations
- Patient: View-only access to their own records via the Patient Portal
Step 5: Configure Notifications
Go to Settings > Notifications to enable SMS and email reminders for appointments. Set how many hours before an appointment reminders are sent.