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User manual

Dental Clinic

The dentist taps a tooth on the chart to record the diagnosis, treatment and price, the patient leaves with a clear treatment plan, stages and installments, and the clinic knows what is done, what is left and who is behind on a payment.

An interactive tooth chart, a treatment plan with stages and installments, X-rays inside the file, and periodic reminders that bring patients back.

15 tasks

What the system does

  • One bundle, one price
  • Interactive tooth chart
  • Treatment plan with stages and prices
  • Patient approval
  • Treatment plan file as an Arabic PDF
  • What's done moves to the chart automatically
  • Billing from the clinic system itself
  • Treatment installments

This solution is built on these systems

Their guides are part of your daily use, so turn to them for the details.

Tasks

How does the dentist record dental conditions on the interactive chart?

  1. Open the Interactive dental chart page.
  2. Select the patient to view the interactive odontogram for adults (32 teeth) or pediatric (20 deciduous teeth).
  3. Click the target tooth number (following FDI notation), select tooth surface, then pick procedure or condition (Caries, Filling, Root Canal, Extraction, Crown, Implant).
  4. The system colors the tooth using approved clinical charting symbols; click Save chart.
Screen
Dental clinic › Dental chart
Permission needed
Dental — dental chart (clinical) / Edit

How do I view treatment history for a specific tooth on the dental chart?

  1. Open the Interactive dental chart page.
  2. Click on the desired tooth icon; a side panel appears listing the chronological log of previous treatments performed on the tooth, dates, and treating dentists.
Screen
Dental clinic › Dental chart
Permission needed
Dental — dental chart (clinical) / View

How do I upload dental X-rays and imaging files to a patient's chart?

  1. On the Interactive dental chart page, open the X-rays and documents section.
  2. Click the Upload X-ray file button to open the upload modal.
  3. Select imaging type (Panoramic, Periapical, CBCT 3D), upload the image or DICOM file, and write radiographic notes.
  4. Click Save.
Screen
Dental clinic › Dental chart
Permission needed
Dental — X-rays and intraoral photos (clinical) / Upload X-rays and intraoral photos

How do I create a comprehensive dental treatment plan and sessions for a patient?

  1. Go to the Dental treatment plans menu.
  2. Click the Create new treatment plan button.
  3. Select patient and treating dentist, and add proposed treatment stages (e.g., Scaling & Prophylaxis, Cosmetic Fillings, Orthodontics, Zirconia Crowns) with estimated costs per stage.
  4. Click Save treatment plan.
Screen
Dental clinic › Treatment Plans · Create
Permission needed
Dental — treatment plans (clinical) / Add

How do I record patient consent and acceptance of a treatment plan?

  1. In the Dental treatment plans table, select the presented plan.
  2. Click the actions button and select Accept treatment plan; the system confirms patient signature or informed consent to the financial cost.
  3. The plan updates to "Approved and Active" to initiate scheduling treatment appointments.
Screen
Dental clinic › Treatment Plans
Permission needed
Dental — treatment plans (clinical) / Record the patient's approval of the plan

How do I print the treatment plan and cost estimate for patient signature?

  1. In the Dental treatment plans menu, locate the required plan.
  2. Click the actions button and select Print treatment plan.
  3. A detailed report generates outlining treatment phases, tooth numbers, stage costs, and proposed payment schedules with signature spaces for the patient.
Screen
Dental clinic › Treatment Plans
Permission needed
Dental — treatment plans (clinical) / Print treatment plan

How do I convert a completed treatment stage into a billing invoice?

  1. On the plan view page in Dental treatment plans.
  2. Once the clinical stage is completed, click the Bill stage button.
  3. The system forwards completed procedures to reception billing to issue the certified tax invoice, collect payment, or post against the installment schedule.
Screen
Dental clinic › Treatment Plans · View
Permission needed
Dental — treatment plans (clinical) / Convert completed procedures into an invoice

How do I cancel a treatment plan at the patient's request?

  1. In the Dental treatment plans list, select the relevant plan.
  2. Click the actions button and choose Cancel plan.
  3. Record cancellation reasons and confirm cancellation to close unexecuted phases.
Screen
Dental clinic › Treatment Plans
Permission needed
Dental — treatment plans (clinical) / Cancel the plan or installment agreement

How do I set up an installment plan for dental treatment fees?

  1. Go to the Dental treatment installments menu.
  2. Click the Create new installment plan button.
  3. Select patient and treatment plan, specify total cost, down payment, installment count, and first installment due date.
  4. Click Save and approve installment schedule.
Screen
Dental clinic › Treatment Installments · Create
Permission needed
Dental — treatment installments (dates and amounts) / Add

How do I collect an installment payment from a dental patient?

  1. In the Dental treatment installments table, select the due installment.
  2. Click the actions button and choose Collect installment to open payment intake.
  3. Specify payment method (Mada POS, Visa, Cash) and confirm payment to issue a receipt voucher and update installment status to "Paid".
Screen
Dental clinic › Treatment Installments
Permission needed
Dental — treatment installments (dates and amounts) / Collect installments

How do I view the installment schedule and outstanding balances for a patient?

  1. In the Dental treatment installments menu, look up by patient name or file number and click Show.
  2. The installment details page displays total treatment cost, settled amounts, remaining balance, and upcoming installment due dates.
Screen
Dental clinic › Treatment Installments · View
Permission needed
Dental — treatment installments (dates and amounts) / View

How do I cancel a dental treatment installment plan?

  1. In the Dental treatment installments table, select the target installment plan.
  2. Click the actions button and choose Cancel installment plan.
  3. Record cancellation reasons and confirm cancellation to reconcile accounts.
Screen
Dental clinic › Treatment Installments
Permission needed
Dental — treatment installments (dates and amounts) / Cancel the plan or installment agreement

How do I add a clinical procedure or new service to the dental clinic catalog?

  1. Go to the Dental procedures & services menu.
  2. Click the Add new procedure button to open the procedure modal.
  3. Enter procedure code, title (e.g., Scaling & Root Planing, Light-Cure Composite Filling, Titanium Implant), specialty category, default fee, and standard tooth notation.
  4. Click Save.
Screen
Dental clinic › Procedures And Prices
Permission needed
Dental — procedures and prices list / Add

How do I update dental service prices in the clinic catalog?

  1. In the Dental procedures & services table, locate the relevant service.
  2. Click the actions button and select Edit to update rates or appointment duration in minutes, then click Save.
Screen
Dental clinic › Procedures And Prices
Permission needed
Dental — procedures and prices list / Edit

How do I configure dental clinic settings and international tooth numbering systems?

  1. Open the Dental clinic settings page.
  2. Set default tooth numbering notation (FDI World Dental Federation Two-Digit system, or Universal Numbering System), and configure default installment policies.
  3. Click Save settings.
Screen
Dental clinic › Dental clinic settings
Permission needed
Dental — settings / Edit

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