The tables behind Dental Practice Management

Preserve the exact reference targets. Patients.assigned dentist, Appointments.Dentist and provider assignments.Dentist all point to People. People.User points to Users. Resolve a signed-in person through that link before configuring Author, assigned to or authorized by personal filters; a user identifier is not interchangeable with a People identifier.

Most records use Id; exchange rates uses ID. Patient number and lab case number support the corresponding operating references, and should be checked for duplicates before import. Users includes a required self-reference named User; check account provisioning before importing identities.

Keep patient receipts separate from appointment charges and reconcile them in the practice’s billing system. Keep every clinical measurement with its unit. Map dispensing evidence to the visit and authorizing clinician. Agree how the team keeps review and invoice decisions with its existing business records.

1. Confirm existing Users provisioning and self-reference behavior, then map People.User and the staff identities. Avoid importing user accounts as ordinary patient data.
2. Load Patients with assigned dentist resolved to People; review identifiers and contact information against the source.
3. Load clinical privileges, provider assignments and Consents with their existing patient or clinician references and dated evidence.
4. Load Appointments, then chart notes, clinical measurements, lab cases, prescription dispensations and procedure charges using the correct visit references.
5. Load Payments and treatment tasks against Patients, with assigned to resolved to People for tasks. Reconcile receipt totals separately from charges.
6. Review exchange rates as read-only reference data, compare accepted source records and rehearse access before recurring imports.