These guides are placeholders. The structure, layout and navigation are finished; the walkthrough text and videos are briefs for the real content, not instructions to follow. Nothing here describes actual product behaviour yet.
Getting started
First sign-in, languages, and getting your team into the system.
3
Signing in for the first time
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Screen recording to be added
Video walkthrough: Show the sign-in screen, the first-run prompt, and where a new user lands.
Step by step
Brief: where the user gets their credentials from.
Brief: what the first sign-in screen asks for.
Brief: what to do if the credentials are rejected.
Brief: where the user lands once signed in.
Changing your interface language
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Screen recording to be added
Video walkthrough: Show the language setting being changed and the interface updating.
Step by step
Brief: where the language setting lives.
Brief: the three options and what each changes.
Brief: whether the change is per-user or per-clinic.
Brief: what to do if some text stays in the old language.
Adding a team member
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Screen recording to be added
Video walkthrough: Show a new user being created and the invitation they receive.
Step by step
Brief: who is allowed to add users.
Brief: the fields required to create one.
Brief: how roles and permissions are chosen.
Brief: what the new person receives and how they activate it.
Scheduling and the chart
Appointments, clinical charting, imaging and treatment plans.
3
Booking, moving and cancelling an appointment
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Screen recording to be added
Video walkthrough: Show a booking, a drag to a new slot, and a cancellation with a reason.
Step by step
Brief: how to open the schedule for the right day and operatory.
Brief: creating an appointment and the fields it needs.
Brief: moving one without losing its history.
Brief: cancelling, and what the patient is told.
Charting a treatment plan
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Screen recording to be added
Video walkthrough: Show a plan being built on the chart and presented to a patient.
Step by step
Brief: opening the chart from the schedule.
Brief: adding planned treatment to a tooth or surface.
Brief: sequencing and phasing the plan.
Brief: how the plan is shared with the patient.
Attaching images and radiographs
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Screen recording to be added
Video walkthrough: Show an image being captured or imported and landing on the chart.
Step by step
Brief: supported capture devices and import formats.
Brief: attaching an image to the right patient and date.
Brief: what to do if an image attaches to the wrong record.
Billing and insurance claims
Pre-checks, submission, and what to do when a claim comes back.
3
Running a pre-submission check
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Screen recording to be added
Video walkthrough: Show a pre-check running and the warnings it raises.
Step by step
Brief: where the pre-check is triggered from.
Brief: what it verifies before submission.
Brief: how to read each warning it returns.
Brief: whether a claim can be submitted over a warning.
Submitting a claim
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Screen recording to be added
Video walkthrough: Show a claim being built from completed treatment and sent.
Step by step
Brief: how a claim is created from treatment already recorded.
Brief: checking the codes before it goes.
Brief: submitting, and where to see confirmation.
A claim came back rejected
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Screen recording to be added
Video walkthrough: Show the rejection queue, a reason code, and a corrected resubmission.
Step by step
Brief: where rejected claims appear.
Brief: how to read the reason code.
Brief: the most common causes and their fixes.
Brief: correcting and resubmitting without duplicating the claim.
Brief: when to contact the payer instead.
Patient communication
Reminders, confirmations, and the language patients receive.
3
Setting up appointment reminders
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Screen recording to be added
Video walkthrough: Show the reminder schedule being configured and a preview of what sends.
Step by step
Brief: where reminder settings live.
Brief: choosing how far ahead reminders go out.
Brief: choosing the channel.
Brief: previewing before turning it on.
Changing the language a patient receives
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Screen recording to be added
Video walkthrough: Show a patient's language being set and the message changing to match.
Step by step
Brief: where the patient's language preference is stored.
Brief: what the default is when nothing is set.
Brief: which messages follow the setting.
Confirmations are not arriving
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Screen recording to be added
Video walkthrough: Show the delivery log and how to tell a send failure from a wrong number.
Step by step
Brief: where to check whether a message was sent.
Brief: distinguishing a delivery failure from a bad contact detail.
Brief: correcting the contact detail and resending.
Brief: what to check if nothing is sending for anyone.
Reports and dashboards
Chair utilization, production, forecasting and exports.
3
Reading the chair utilization dashboard
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Screen recording to be added
Video walkthrough: Walk through the dashboard and what each figure counts.
Step by step
Brief: where the dashboard is and what period it defaults to.
Brief: what counts as utilised time and what does not.
Brief: how to compare operatories or providers.
Brief: common reasons a figure looks wrong.
Filtering by location or provider
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Screen recording to be added
Video walkthrough: Show filters being applied across a multi-site view.
Step by step
Brief: where the filters are.
Brief: filtering to one site, or comparing several.
Brief: saving a filtered view you use often.
Exporting a report
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Screen recording to be added
Video walkthrough: Show an export being produced and opened.
Step by step
Brief: which reports can be exported and in what formats.
Brief: where the file goes.
Brief: what to do if an export is empty or truncated.
Account, users and deployment
Passwords, permissions, and where your data lives.
3
Resetting a password
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Screen recording to be added
Video walkthrough: Show both routes: self-service reset, and an administrator resetting for someone else.
Step by step
Brief: resetting your own password from the sign-in screen.
Brief: what to do if the reset email does not arrive.
Brief: how an administrator resets it for someone else.
Brief: what happens to an account after repeated failed attempts.
Changing what someone can see
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Screen recording to be added
Video walkthrough: Show a role being changed and the effect on that person's view.
Step by step
Brief: how roles map to what a person can open.
Brief: changing someone's role.
Brief: when the change takes effect.
Cloud or local: where your data lives
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Screen recording to be added
Video walkthrough: Explain the two deployments and how to tell which one your clinic runs.
Step by step
Brief: how to tell which deployment your clinic is on.
Brief: what differs day to day between them.
Brief: who to contact about backups on a local installation.
Still stuck?
Tell us what happened
If none of the guides cover your problem, write to us. Support is available Monday to Friday, 9:00 am to 5:00 pm Pacific.
Include these and we can usually answer on the first reply
Your clinic or organization name, and which location if you run more than one
What you were trying to do, and what happened instead
The exact wording of any error message
A screenshot, if you can take one
Whether it affects one person or everyone on your team
