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Handle your practice

Overview of the actions you can take within your practice

Written by Jordan VIDAL

If you are in charge of one or more dental practices, you can manage them all independently.

If you are a center director, all these changes apply to the whole center where you work.

Access your clinic

Click your avatar at the top right, then "My clinic". You will see the list of clinics you manage, with the number of members in each. Click a clinic to open it.

Create a user

In the "Members" tab, click "Add a member".

Enter the user's email address. Then fill in their role (Accountant, Assistant, Dentist, Director or Secretary), first name and last name, then click "Add". The user receives a welcome email with a temporary password.

Add a user to several practices

Repeat the process from each relevant clinic with the same email address.

Deactivate a user

In the members list, use the button in the "Account activation" column. Patient records remain accessible.

Set up your practice information

In the "Information" tab, click "Edit" to enter your practice's name, address, city, postal code, phone number and logo. This information appears in the header of the PDF reports sent to your patients.

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