Welcome! This guide walks you through every part of the Dental Clinic OS — what each database does, how they connect, and the day-to-day workflows for running a dental practice. Read it once top to bottom, then keep it as a reference.

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1. What's inside

The system is built on 7 interconnected databases. Every record links to related records, so you can navigate from a patient to their appointments, from an appointment to the treatments performed, and from a treatment to its invoice — without duplicate data entry.

Database	What it holds	Key connections
Patients	Your CRM: every patient with insurance details, alerts, and recall cadence	Appointments, Treatments, Invoices, Documents, Tasks
Appointments	The hub: your schedule, with type, provider, operatory, and status	Patient, Treatments, Documents, Tasks
Treatments	Procedures planned and performed, with ADA codes, tooth numbers, and prices	Patient, Appointment, Service Catalog
Invoices & Payments	Every money movement in AND out: patient invoices, insurance claims, payments, refunds	Patient, Treatment
Service Catalog	Reference library of services with ADA codes, standard prices, and durations	Treatments
‣	X-rays, intake forms, consent forms, treatment plans, EOBs	Patient, Appointment
‣	Front-desk and clinical to-dos: recalls, billing follow-ups, lab orders	Patient, Appointment

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No manual math. Lifetime Billed, Total Collected, Outstanding Balance, and # Visits are computed automatically from linked records. Keep the relations filled in and the numbers stay correct.

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2. Getting started (15 minutes)

Review the Service Catalog. Open Service Catalog and adjust prices and durations to match your fee schedule — add your own services too.
Register a patient. In Patients, create a new entry — the Patient Template loads automatically with linked views for appointments, treatments, invoices, documents, and tasks.
Book appointments. Add them in Appointments with a type, provider, operatory, and time. The Schedule calendar and Today view run your front desk.
Plan treatments. Log planned and completed procedures in Treatments, linked to the catalog service — the price variance shows instantly.
Bill and collect. Every invoice, claim, and payment is one row in Invoices & Payments — set Direction (In/Out) and link the patient.
Delete the sample data. The template ships with a realistic sample practice (Amelia Hart, Marcus Lee, and friends) so you can see everything working. Once you've explored, delete the sample rows in each database.

3. Core workflows

Run the front desk day

Start in Today's Appointments (dashboard or Appointments → Today). Confirm arrivals by moving Status from Scheduled to Confirmed to In Chair to Completed.
No-shows and cancellations land in No-Shows & Cancellations — follow up with a recall task.
Check By Room to balance operatories and By Provider to balance the day across clinicians.

Register and onboard patients

New patients start at Status New; move them to Active after their first visit.
File the Intake Form and Medical History in Documents, and always record allergies in the patient's Allergies / Alerts property — it shows in every linked view.