Questions, answered

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 stores 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 records Medication, lot number, Quantity, Unit, Appointment and authorized by. Electronic prescribing or pharmacy delivery requires a separate connection and its own acceptance evidence.

Payments references 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.