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Patients Management

Create and find patients, then navigate their profile, clinical records, and related workflows.
By Dentaltap SoftwareLast updated

Tutorials

Start here

  1. Open the Patients panel.
  2. Use search modes, filters, and patient lists to find the correct record.
  3. Open the patient and confirm the identity details in the profile.
  4. Use the three-column layout to move between profile records and clinical history.

Continue with Medical Profile before treatment, or open Treatment History when you are ready to document care.

Manage clinic users

Create and manage Dentaltap clinic users, roles, branches, permissions, and account access.

Patients Management Overview

Use the Patients workspace to find a patient and move through medical, treatment, billing, and follow-up workflows.