Patients

Families

• Families – Allows the creation and management of family records within the system.
• Family Members – Enables the addition of family members and related details directly under each family record, along with any extra information.

Patient Master

• Patient Master – Allows the creation of patient records with basic details such as name, date of birth, gender, and general information.
• Medical Questionnaire – Provides built-in Yes/No questions to capture the patient’s health-related information.
• Medical History – Facilitates recording of past medical conditions, treatments, and history.
• Appointments – Displays all appointments created for the patient in a dedicated appointments page.
• Prescriptions – Shows all prescriptions associated with the patient in a separate prescriptions page.
• Patient Complaints – Maintains a record of all complaints raised by the patient in the complaints page.
• Patient Images – Allows uploading and managing patient images in the images page.

• Dental Chart – Provides an interactive chart within the patient master to select specific teeth positions.

• Treatment Management – Allows adding treatments for selected teeth with three stages: Planned, In Progress, and Completed.

• Automated Invoicing – Generates an invoice only after a treatment is marked as Completed and the Close button is clicked.

• Smart Button Access – Displays related invoices directly through a smart button in the patient master for quick access.

All treatments and their stages are stored in the Operations tab of the patient master.

Financing Agreement

Financing Agreement Overview – Enables the creation and management of patient-specific dental financing agreements, including service details, payment schedules, and linked invoices.

Patient Complaints

Patient Complaints – Allows adding and managing patient complaints through the Patient Complaints menu.

Appointments

1. Unique Identification & Patient Linkage

• Appointment ID – Provides a unique reference for the appointment.
• Patient – Clearly links the appointment to the associated patient record.

2. Appointment Status Tracking (Workflow)

Status Bar – Displays the appointment lifecycle: Unconfirmed, Confirmed, Checked In, In Chair, and Completed.

3. Detailed Scheduling

• Start & End Time – Records the specific date and time of the appointment.
• Duration – Tracks the planned length of the visit.
• Reschedule Option – Allows modifying the appointment time easily.

4. Clinical & Operational Logistics

• Consultation Service – Specifies the primary reason or procedure for the visit.
• Assigned Dentist – Designates the staff member responsible for the treatment.
• Location – Indicates the Room and Clinic Center (e.g., Building 1).

5. Patient Flow & Urgency

• Patient Status – Tracks whether the patient has arrived as expected.
• Check-in Time – Logs the patient’s arrival and monitors delays.
• Urgency – Allows prioritization of the appointment if necessary.

6. Post-Visit Documentation

• Prescription Section – Records prescription details linked to the visit.
• Invoice Exemption – Flags the appointment for special billing (e.g., no invoice required).
• Operations/Procedures Grid – Details treatments performed, including Tooth, Surface, Status, and Amount.

Create Invoice for Appointment

Allows generating an invoice directly for the selected appointment by clicking the Create Invoice button. The invoice automatically links to the appointment, including treatments, amounts, and patient details. Ensures accurate billing for the specific visit without manually entering details.

Prescriptions

Unique Identification & Status

• Prescription ID – Provides a unique reference number for the prescription.
• Status Workflow – Displays the current status (e.g., To be Invoiced), with options to change to Invoiced or Cancelled.
• Action Buttons – Includes primary actions: Create Invoice and Cancel.

Patient and Context Linking

• Patient ID – Clearly identifies the patient associated with the prescription.
• Appointment – Links the prescription to the specific dental visit.
• Prescription Date – Records the date and time when the prescription was issued.

Prescribing Authority and Logistics

• Prescribing Doctor – Identifies the doctor who issued the prescription.
• Logged-in User – Tracks the user who entered the prescription into the system.
• Pharmacy – Field to record the pharmacy details where the prescription will be dispensed.

Billing and Pricing Information

• Pricelist – Indicates the currency and pricing reference used.
• Invoice Exempt – Checkbox to flag the prescription if it should not be included in standard billing.

Medicine Details

Medicine Grid – The form includes a detailed grid to record each medication:

• Medicine – Name of the medication.
• Quantity – Number of units prescribed.
• Dose – Amount per administration.
• Dose Unit – Unit of measurement for the dose.
• Form – The form of the medication (tablet, syrup, etc.).
• Frequency – How often the medicine should be taken.
• Duration & Duration Unit – How long the patient should take the medicine.
• Note – Field for special instructions or remarks.
• Add a Line – Allows multiple medications to be included in a single prescription.

Create Invoice

The Create Invoice button generates an invoice for the prescription immediately, linking all medicine details, patient information, and pricing automatically.

Reports

There are five types of reports available in the Dental Clinic module:

• Income by Doctor
• Income by Procedure
• Patient by Doctor
• Patient by Procedure
• Income by Insurance Company

Income by Doctor

Date Selection & Printing – Allows the user to select a start date and end date, then click Print Report to generate and print the report.

Income by Procedure

Income by Procedure Report – Enter the start date and end date, then click Print to generate and print the Income by Procedure report.

Patient by Doctor

Patient by Doctor Report – Enter the start date and end date, then click Print to generate and print the Patient by Doctor report.

Patient by Procedure

Patient by Procedure Report – Enter the start date and end date, then click Print to generate and print the Patient by Procedure report.

Income by Insurance Company

Income by Insurance Company Report – Select the insurance company, enter the start date and end date, then click Print to generate and print the report.

Dashboard

Key Performance Indicators

• Appointments – Displays the total active or upcoming appointments.
• Today's Appointments – Shows the appointments scheduled for the current day.
• Patients – Indicates the total number of registered patients in the system.
• Pending Complaints – Highlights unresolved administrative or patient-related issues requiring attention.
• Prescriptions – Displays the total number of prescriptions recorded.
• Revenue – Provides a quick financial summary for the selected period.

Date Filtering

The dashboard includes a date filter with predefined options: Today, Last 3 Days, Last 7 Days, Last 30 Days, Last 90 Days, and Last 365 Days. Selecting a date range updates all KPI cards and charts dynamically to reflect metrics for the chosen period. This enables period-based analysis and reporting for appointments, patients, prescriptions, revenue, and performance metrics.

Service-Based and Doctor-Based Analysis (Bar Charts)

• Service-Based Appointments – Breaks down appointments by type of dental service or procedure, helping identify the most frequently requested services and aiding operational planning.
• Doctor-Based Appointments – Shows the workload distribution among doctors, highlighting who handles the most appointments.
• Doctor-Based Revenue – Displays the financial contribution of each doctor, linking appointment workload to revenue generation.

Website Appointments

• This is the Appointment menu. When the user clicks on the Appointment menu, a page is displayed with two buttons: Create Appointment and Existing Appointment.

• When the Existing Appointment button is clicked, a new page opens with an input field to enter the existing patient's email. After entering the email and clicking the Submit button, the system proceeds to fetch and display the patient's existing appointments.

• The Existing Appointment page includes an Reschedule option, allowing users to modify the details of an existing appointment.

• When an appointment is successfully rescheduled, a confirmation message should be shown.

• After successfully rescheduling, the existing appointment’s State column should display Rescheduled.

• When an existing appointment is successfully rescheduled, the Reschedule field in the backend is marked, and a chatter message is displayed showing the changes from the previous details to the current ones.

• The Existing Appointment page includes a Cancel button. Clicking this button will update the appointment status to Cancelled,

• When an appointment is canceled, a Appointment Cancelled Successfully message should be displayed.

• After cancellation Reschedule and Cancel buttons will be disabled.

• When the Create Appointment button is clicked, the Doctor Selection page opens, displaying the doctors available on the current day.

• When a doctor is selected, the available time slots and calendar for that doctor are displayed. Time slots before the current time are disabled.

• When a time slot is selected, a new page is displayed with two buttons: New Patient and Existing Patient.

• When the New Patient button is clicked, a form page opens where the patient name and email can be entered manually. The doctor, appointment start time, and end time are automatically filled based on the previously selected values. The user can also select the consultation service. Upon clicking the Submit button, the appointment is created in the backend, and a new patient record is added to the Patient Master.

• When the Existing Patient button is clicked, the appointment form opens. In that form, the email field appears first, with a search button below it. When the search button is clicked, the system automatically retrieves the patient’s name based on the entered email and fills it in the Patient Name field. The Start Date, End Date, and Physician fields are also populated automatically.
• After that, the user can select or modify the required services. When the Submit button is clicked, the appointment is created in the backend.