Training
Training videos
Short sessions grouped by the job you do. Start with the overview, then take the track that matches your role — a new front-desk hire and a practice owner need different first weeks.
Screen recording to be added
Start here
What Global Dental Software does
The whole platform in one pass — scheduling, charting, claims, patient messaging and reporting, and how they hand off to each other.
Covered in this session
- What each area of the platform is for
- How work moves from the schedule to the chart to a claim
- Where the language setting and the deployment choice show up day to day
- Which track to take next depending on your role
Start here
Orientation for anyone who has just been given an account.
Your first hour in the system
Signing in, reading the screen you land on, and finding the day's work.
Screen recording to be added
Covered in this session
- Where your credentials come from and what to do if they are refused
- The main areas of the interface and what each one is for
- Where to start on a normal working day
- What to do when your screen does not match the recording
Working in your own language
Switching between English, Spanish and Chinese, and what the setting does and does not change.
Screen recording to be added
Covered in this session
- Where the language setting lives
- What changes when you switch, and what stays put
- Whether the setting follows the user or the clinic
Adding your team
Creating accounts for the rest of the practice and choosing what each person can open.
Screen recording to be added
Covered in this session
- Who is allowed to create accounts
- What a new account needs before it can be used
- Matching roles to the jobs people actually do
Front desk
The schedule, the phone, and everything the patient sees.
Reading the daily schedule
The day view, filtering to one chair or provider, and spotting the gaps worth filling.
Screen recording to be added
Covered in this session
- Opening the right day, location and operatory
- What the schedule shows at a glance
- Narrowing to one provider or one chair
- Finding open time
Booking, moving and cancelling
The three things you will do most often, and how each one is recorded.
Screen recording to be added
Covered in this session
- Creating an appointment and the details it needs
- Moving one without losing its history
- Cancelling, and what the patient is told
- Where the record of the change ends up
Reminders and confirmations
Setting the schedule messages run on, and checking afterwards that they went out.
Screen recording to be added
Covered in this session
- Choosing how far ahead reminders go out
- Previewing a message before it is live
- Checking whether a message actually sent
- Telling a delivery failure apart from a wrong number
Messaging a patient in their language
Setting the language a patient is contacted in, and which messages follow it.
Screen recording to be added
Covered in this session
- Where a patient's language preference is stored
- What happens when nothing is set
- Which messages follow the setting
Clinical team
Charting, treatment planning and imaging.
The patient chart
Opening the chart from the schedule and finding history without hunting for it.
Screen recording to be added
Covered in this session
- Getting to the chart from the day view
- How the chart is laid out
- Finding previous treatment and previous images
Building and presenting a treatment plan
Adding planned treatment, sequencing it into phases, and putting it in front of the patient.
Screen recording to be added
Covered in this session
- Adding planned treatment to a tooth or surface
- Sequencing and phasing a plan
- How the plan is shared with the patient
- Changing a plan the patient has already seen
Images and radiographs on the chart
Getting an image onto the right record, and fixing it when it lands on the wrong one.
Screen recording to be added
Covered in this session
- Capture devices and import formats
- Attaching an image to the right patient and date
- Correcting an image on the wrong record
Billing and insurance
From completed treatment through to a claim that gets paid.
The pre-submission check
Running the check before a claim goes out, and reading what it flags.
Screen recording to be added
Covered in this session
- Where the check is triggered from
- What it verifies before submission
- Reading each warning it returns
- When a warning is worth overriding
Submitting a claim
Turning recorded treatment into a claim, checking the codes, and sending it.
Screen recording to be added
Covered in this session
- Creating a claim from treatment already recorded
- Checking codes before it goes
- Submitting, and where confirmation appears
Working the rejection queue
The queue, the reason codes, and correcting a claim without duplicating it.
Screen recording to be added
Covered in this session
- Where rejected claims collect
- Reading a reason code
- The common causes and their fixes
- Resubmitting without creating a duplicate
- When to stop and call the payer
Owners and managers
The numbers behind the schedule.
The chair utilization dashboard
What the dashboard counts, what it does not, and how to act on it.
Screen recording to be added
Covered in this session
- Where the dashboard is and what period it opens on
- What counts as utilised time
- Comparing operatories and providers
- Common reasons a figure looks wrong
Comparing locations and providers
Filtering a multi-site view, and saving the view you check every week.
Screen recording to be added
Covered in this session
- Filtering to one site
- Comparing several sites in one view
- Saving a view you use often
Exporting and sharing a report
Getting figures out of the system and into whatever your accountant asks for.
Screen recording to be added
Covered in this session
- Which reports export and in what formats
- Where the file goes
- What to do when an export is empty or cut short
Administration
Accounts, access, and where your data lives.
Passwords and locked accounts
Both routes — someone resetting their own, and an administrator doing it for them.
Screen recording to be added
Covered in this session
- Resetting your own password
- What to do when the reset email does not arrive
- Resetting on someone else's behalf
- What happens after repeated failed attempts
Roles and permissions
Changing what someone can see, and when the change takes effect.
Screen recording to be added
Covered in this session
- How roles map to what a person can open
- Changing someone's role
- When the change reaches their session
Cloud or local: what your team should know
Telling which deployment you are on, and what differs day to day.
Screen recording to be added
Covered in this session
- Telling which deployment your clinic runs
- What differs day to day
- Who to contact about backups on a local installation
Looking for a fix rather than a lesson? The troubleshooting guides are organised by problem instead of by role. Browse troubleshooting guides
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
Email support
Dentalmanagementsolutions@gmail.com · 310-631-6809
ray.yabardental@gmail.com · 951-463-9732
Support hours: Monday to Friday, 9:00 am – 5:00 pm (Pacific)