Get Dental Practice Management running in four steps.

Click Get started, then use Proto to configure Dental Practice Management for your business. Describe the practice’s appointment process and identify who handles patient intake, professional verification and clinical review. Use the implementation plan to agree the pilot boundary.

Choose a representative appointment session and its follow-up work. Bring patient identifiers, current consent documents and the clinician account mapping. Include a signed note, a measurement with its unit and the evidence for any lab case or dispensation used in the pilot.

Agree the operating currency and source of receipt evidence before importing amounts. Prepare a Draft charge and a confirmed receipt separately; they do not form a payment allocation. Name the person responsible for unfinished treatment tasks and confirm the meaning of due at and completed at.

Rehearse a returning patient whose consent needs attention, a clinician with Pending verification and an appointment awaiting review. Test Clinical Reviewer’s read-only access and the human decision handoff to Clinical Coordinator. Rehearse the handoff with the staff who will record each decision.

Compare the resulting records with the source, review external delivery evidence separately and accept the pilot with the responsible practice staff. Set up the working queues and receipt-entry access within the agreed permissions. Review access, connections and pricing before expanding.