Dental Practice Management runs a practice's patient visits from registration to follow-up. The clinical coordinator registers patients with their assigned dentist, records purpose-specific consent, schedules appointments and moves each visit from scheduled to arrived, in progress, awaiting review and completed.
Appointments in one list
Clinical Governance Administrator decides whether the supporting professional evidence justifies verification for the recorded category and period.
Every feature works on the same records. Pick one to see the screen your team works in.
Patient identity, the assigned dentist and purpose-specific consent.
Approval conditions
| Patient number | Display name | Birth date | Contact phone | Consent status | Assigned dentist | |
|---|---|---|---|---|---|---|
| PTN-71760 | Clara Benson | 22 Oct | +1 415 555 0142 | Pending | Dr. Elias Haddad | |
| PTN-47220 | Yusuf Rahman | 29 Oct | +1 415 555 0168 | Pending | Rosa Medina | |
| PTN-53821 | Mei Alvarez | 27 Oct | +1 415 555 0129 | Pending | Rosa Medina | |
| PTN-78150 | Isaac Moreno | 17 Oct | +1 415 555 0193 | Pending | Tariq Mensah | |
| PTN-51386 | Anika Shah | 01 Nov | +1 415 555 0174 | Pending | Sana Qureshi |
Visits from scheduled to completed, with signed chart notes and measurements.
Completion waits for the clinical coordinator
| Id | Patient | Dentist | Started at | Ended at | Status | |
|---|---|---|---|---|---|---|
| APT-2026-1021 | Clara Benson | Sana Qureshi | 24 Oct | 26 Oct | Awaiting review | |
| LAB-2026-0418 | Clara Benson | Marco Alvarez | 15 Oct | 21 Oct | Awaiting review | |
| NOTE-2026-1194 | Mei Alvarez | Sana Qureshi | 01 Nov | 04 Nov | Awaiting review | |
| CHG-2026-0892 | Clara Benson | Dr. Elias Haddad | 23 Oct | 28 Oct | Awaiting review | |
| PAY-2026-0761 | Clara Benson | Dr. Linh Tran | 21 Oct | 25 Oct | Awaiting review |
Verified clinician privileges and dated care-team assignments.
Verified waits for the clinical governance administrator
| Id | Dentist | Privilege type | License number | Issuing authority | Verification evidence | |
|---|---|---|---|---|---|---|
| APT-2026-1021 | Marco Alvarez | Document | CP-73874 | State dental board | Current license certificate | |
| LAB-2026-0418 | Dr. Linh Tran | Prescribe | CP-98121 | Dental specialties board | Board verification letter | |
| NOTE-2026-1194 | Sana Qureshi | Review | CP-90335 | Regional licensing council | Sedation training certificate | |
| CHG-2026-0892 | Tariq Mensah | Study investigator | CP-38637 | Clinical privileges committee | Radiography permit | |
| PAY-2026-0761 | Tariq Mensah | Document | CP-84484 | Sedation accreditation board | Liability cover confirmation |
Appointment-linked lab cases from order to tested or rejected.
Lab cases
Medication, lot, quantity and the authorizing clinician for each visit.
Prescription dispensations
| Id | Appointment | Medication | Lot number | Quantity | Unit | |
|---|---|---|---|---|---|---|
| APT-2026-1021 | Yusuf Rahman, crown fitting | Amoxicillin 500 mg capsules | L26-7529 | 220 | Capsule | |
| LAB-2026-0418 | Sophie Moreau, clear aligner check | Ibuprofen 400 mg tablets | L26-2654 | 820 | Tablet | |
| NOTE-2026-1194 | Yusuf Rahman, crown fitting | Chlorhexidine 0.12% rinse | L26-2232 | 750 | Milliliter | |
| CHG-2026-0892 | Yusuf Rahman, crown fitting | Acetaminophen 500 mg tablets | L26-9451 | 590 | Bottle | |
| PAY-2026-0761 | Rohan Mehta, periodontal maintenance | Clindamycin 300 mg capsules | L26-1921 | 50 | Tube |
Procedure charges, patient payments and assigned follow-up care.
Approval waits for the clinical coordinator
| Id | Appointment | Procedure description | Amount | Status | |
|---|---|---|---|---|---|
| APT-2026-1021 | Daniel Okeke, root canal consult | Composite filling, lower left molar | 360 | Draft | |
| LAB-2026-0418 | Rohan Mehta, periodontal maintenance | Ceramic crown preparation, upper right molar | 710 | Draft | |
| NOTE-2026-1194 | Rohan Mehta, periodontal maintenance | Adult prophylaxis and polish | 520 | Draft | |
| CHG-2026-0892 | Yusuf Rahman, crown fitting | Bitewing radiographs, two views | 120 | Draft | |
| PAY-2026-0761 | Daniel Okeke, root canal consult | Simple extraction, upper premolar | 620 | Draft |
Patient intake through follow-up ships ready to use. 2 steps need a named approval before the work moves on: Verify privileges (Clinical Governance Administrator) and Review appointment (Clinical Coordinator).
Confirm the patient identity and purpose-specific consent for the intended visit.
Review the clinician’s professional evidence and effective period before recording verification.
Track the patient’s arrival and the start of the visit.
Keep attributed notes and measurements with the correct appointment.
Have Clinical Reviewer inspect the evidence, then pass the outcome to Clinical Coordinator for recording.
Assign the next care action and review unfinished work by its due date.
Open any appointment to see its chart notes, the roles that work on it, its process stages and its approvals on one page.
Patient, Dentist, Appointment type and Scheduled at.
Each line is linked to this appointment.
Clinical Reviewer, Licensed Clinician and Clinical Coordinator, each with their own permissions.
Process lab case and Record dispensation, with the role that acts.
Verify privileges and Review appointment, with who decides.
Isaac Moreno · Scheduled
| Id | Appointment | Author |
|---|---|---|
| APT-2026-1021 | Rohan Mehta, periodontal maintenance | Sana Qureshi |
| LAB-2026-0418 | Mei Alvarez, new patient exam | Helena Voss |
| NOTE-2026-1194 | Isaac Moreno, emergency toothache | Helena Voss |
Signed in as Clinical Governance Administrator
| Decision | Approver | |
|---|---|---|
| Verify privilegesReview the clinician’s professional evidence and effective period before recording verification. | Clinical Governance Administrator | |
| Review appointmentHave Clinical Reviewer inspect the evidence, then pass the outcome to Clinical Coordinator for recording. | Clinical Coordinator |
Everyone opens Dental Practice Management to the work that is theirs. Pick a role to see what it starts with.
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
This is the first screen this role sees.
Clinical privileges · Clinical Governance Administrator
| Id | Dentist | Privilege type | License number | Issuing authority | Verification evidence | |
|---|---|---|---|---|---|---|
| APT-2026-1021 | Marco Alvarez | Document | CP-73874 | State dental board | Current license certificate | |
| LAB-2026-0418 | Dr. Linh Tran | Prescribe | CP-98121 | Dental specialties board | Board verification letter | |
| NOTE-2026-1194 | Sana Qureshi | Review | CP-90335 | Regional licensing council | Sedation training certificate | |
| CHG-2026-0892 | Tariq Mensah | Study investigator | CP-38637 | Clinical privileges committee | Radiography permit | |
| PAY-2026-0761 | Tariq Mensah | Document | CP-84484 | Sedation accreditation board | Liability cover confirmation |
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
This is the first screen this role sees.
Appointments · Clinical Reviewer
Captures assigned care operations work and evidence.
This is the first screen this role sees.
Appointments · Licensed Clinician
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
This is the first screen this role sees.
Appointments · Clinical Coordinator
Manages user access, staff records and payment recording.
Review visit progress, outstanding care work and the evidence behind recorded financial amounts.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 47 | ||
| Arrived | 34 | 72% | |
| In progress | 24 | 71% | |
| Awaiting review | 17 | 71% |
Sample counts per stage
Which scheduled visits are still awaiting care or review for the selected period?
Which notes remain Draft, and which Signed notes need attention because signed at is missing?
Which observations belong to this appointment, with their original units and measurement dates?
Does the purpose-specific consent evidence agree with the separate patient summary?
Which professional evidence needs review for its category, state or effective period?
Lab cases by case type and status with lab case number and collection time.
Which appointment and authorizing clinician are associated with a recorded medication lot?
Charge amounts by status and dentist.
What money is recorded as Pending, Confirmed or Refunded by patient and receipt date?
See how Dental Practice Management fits your kind of team.
Coordinate routine visits, clinical evidence and follow-up in a general dental practice.
Keep clinician identity, professional evidence and dated care responsibility clear.
Track laboratory handoffs and visit-linked dispensing evidence without losing patient context.
Each stage of patient intake through follow-up names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare record reviews and configuration while staff retain clinical decisions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tablesStart with one team and one process, then add the rest once the basics are running.
Choose an appointment session and representative follow-up work. Identify the source of patient identity, professional evidence and billing confirmation. Keep imaging, claims and detailed treatment planning in their separately agreed systems.
Match PatientNumber and source identifiers, resolve People.User, and review the Users self-reference provisioning behavior. Import patient and clinician references before visit evidence. Confirm a single-currency scope for financial amounts.
Keep the clinical roles’ record permissions, assign account and receipt entry during setup, and prepare the working views and reports. Decide how Clinical Reviewer passes a decision to Clinical Coordinator without receiving general appointment edit access.
Walk through admission, follow-up, billing, lab and dispensing with the staff who perform them. Record who makes each decision, which evidence they inspect and who records the resulting status. Rehearse each handoff before relying on recurring automation.
Use an expired consent, Pending professional evidence, a rejected lab case and a repeated receipt reference. Check direct record permissions with ordinary users. Check that charges and tasks retain their own reviewed outcomes after a visit is completed.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Dental Practice Management for your business. Pilot a representative appointment session with patient consent evidence, attributed notes and an assigned follow-up task. Review the clinician identities and the coordinator-to-reviewer handoff before expanding.
Practice Overview is the published custom page for appointment intake, current operational state distribution and recent lab and prescription evidence. Use an appointment queue or follow-up list to focus the next work session.
Use this app for appointments, associated care evidence, charges and follow-up. Connect the practice's imaging, insurance and treatment-planning systems as part of setup when those handoffs are needed.
The coordinator keeps a signed document, purpose, version and relevant dates with each patient consent. Review the patient's summary alongside the consent for the care being planned; a current summary should agree with the signed evidence.
Clinical Reviewer has configured read-only access to care records. The reviewer authorizes an eligible outcome through an agreed human handoff, and Clinical Coordinator records the appointment change. Decide where the decision evidence is retained before automating completion.
Clinical Governance Administrator has reviewed the supporting professional evidence for the recorded privilege type and effective period. The governance administrator checks the issuing authority and effective period before marking the privilege Verified.
No. Lab cases store processing state, case type, collected at and lab case number with Appointment. Result documents and clinical interpretation require the practice's agreed external handoff and evidence process.
Prescription dispensations record Medication, lot number, Quantity, Unit, Appointment and authorized by. Electronic prescribing or pharmacy delivery requires a separate connection and its own acceptance evidence.
Payments reference Patient and procedure charges references Appointment. Use the practice's billing system to match money to invoices or charges, and review receipt status separately.
Assign follow-up work to a named person with a due date. If the practice wants patient reminders, agree the message, recipient and communication service during setup, then test delivery before using reminders in daily work.
Start free, then use Proto to change fields, steps and approvals before your team goes live.