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Patients Management

Patients Management Overview

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

This section follows the patient journey, from creating or finding the record through treatment and follow-up.

What can you manage in Dentaltap Patients?

Short answer: Dentaltap Patients helps teams create and find patient records, review medical information, coordinate treatment and billing, and manage follow-up work.

Before treatment

During treatment

After treatment

Start here

  1. Open the Patients panel.
  2. Find or create the correct patient record.
  3. Open the profile and confirm the patient identity.
  4. Move into medical, treatment, billing, or follow-up work as needed.

When you open a patient, the workspace is split into three columns:

  1. Patient identity and actions
  2. Profile details and records
  3. Clinical history

Patients Management

Create and find patients, then navigate their profile, clinical records, and related workflows.

Create Patient

Create a new patient record in Dentaltap and enter the identity and contact details needed for care.