Quick Start Guide

Get up and running with DenTrackPro quickly with these common workflows.

Adding Your First Patient

1. Click Patients in the main navigation
2. Click Add Patient
3. Fill in the patient's personal details, contact information, and medical history
4. Optionally upload a profile photo
5. Click Save — a unique patient number is automatically assigned

Scheduling an Appointment

1. Go to Appointments and open the Calendar view
2. Select the dentist and click on an available time slot
3. Search and select the patient
4. Choose the appointment type and add notes if needed
5. Save — the patient will receive an SMS or email reminder automatically

Recording a Treatment

1. Open the patient's record and go to the Treatments tab
2. Click New Treatment
3. Select the procedures performed and add clinical notes
4. Save the treatment record — it will be linked to the patient's dental chart

Creating an Invoice

1. Go to Billing and click New Invoice
2. Select the patient and add the procedures or services rendered
3. Apply any discounts or promos if applicable
4. Save and share the invoice with the patient