DENTALVIEW

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Help articles

46

7 min read
Getting Started

First Steps: Setting Up Your Clinic

A step-by-step guide to creating your DentalView account, completing the onboarding wizard, and configuring your clinic profile.

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7 min read
Getting Started

SMS Reminders: Reducing No-Shows

Learn how to configure automated SMS appointment reminders, customize message text, and reduce patient no-shows by up to 30%.

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7 min read
Getting Started

Billing Basics: Managing Subscriptions

Everything you need to know about DentalView subscription plans, billing cycles, and payment processing.

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7 min read
Getting Started

Appointment Scheduling: Calendar Tips

Get the most out of DentalView's appointment calendar with drag-and-drop scheduling, conflict detection, and recurring appointments.

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6 min read
Billing & Subscription

Accepted Payment Methods

Learn about the payment options available for your DentalView subscription including GCash, Maya, and credit cards.

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6 min read
Billing & Subscription

Upgrading or Downgrading Your Plan

How to switch between Standard and Big Clinic plans, including prorating and what happens to your data.

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5 min read
Billing & Subscription

Annual Billing: Save 2 Months

Switch to annual billing and pay for 10 months to get 12 months of DentalView service.

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6 min read
Patient Management

Adding and Managing Patients

How to add new patients, edit existing records, and manage your patient database in DentalView.

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5 min read
Patient Management

Understanding Patient Engagement Scores

Learn how DentalView calculates engagement scores and how to use them to improve patient retention.

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5 min read
Reminders & SMS

SMS Credits and Usage

Monitor your SMS credit balance, understand usage patterns, and learn what happens when credits run out.

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5 min read
Reminders & SMS

Customizing Reminder Timing

Configure when appointment reminders are sent, set quiet hours, and manage patient opt-out preferences.

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6 min read
Troubleshooting

Troubleshooting Login Issues

Can't log in? Here are the most common login problems and how to resolve them quickly.

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6 min read
Troubleshooting

SMS Not Sending: Troubleshooting Guide

Diagnose and fix issues when appointment reminder SMS messages are not being delivered to patients.

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6 min read
Security & Compliance

How DentalView Protects Your Data

Learn about the security measures DentalView uses to protect clinic and patient data, including encryption, backups, and access controls.

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7 min read
Security & Compliance

RA 10173 Compliance: Data Privacy Act

How DentalView helps your clinic comply with the Philippine Data Privacy Act of 2012 (RA 10173) and NPC guidelines.

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5 min read
Getting Started

Configuring Your Notification Preferences

Learn how to toggle notification types, set digest preferences, and choose between push and SMS channels.

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6 min read
Getting Started

Managing Your Dental Services Catalog

How to add, edit, and organize the dental services your clinic offers, including pricing and categories.

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4 min read
Getting Started

Language Settings: English, Tagalog, and Taglish

How to change your personal language preference and set the default language for your clinic.

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6 min read
Security & Compliance

Transferring Clinic Ownership

How to securely transfer clinic ownership to another team member using PIN and OTP verification.

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6 min read
Getting Started

Managing Multiple Clinic Branches

How to use the organization dashboard, switch between branches, and manage cross-branch permissions with the Big Clinic plan.

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7 min read
Patient Management

Creating and Managing Treatment Plans

How to create treatment plans, define phases, track progress, manage payments, and link appointments for comprehensive patient care.

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7 min read
Billing & Subscription

Understanding Your Financial Reports

How to read the ROI dashboard, track expenses, generate BIR-compliant invoices, analyze revenue trends, and use Smart Insights for your clinic.

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7 min read
Getting Started

Team Management and Roles

Learn how to invite team members, assign roles, and manage permissions for your clinic staff.

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6 min read
Getting Started

Using the DentalView Mobile App

Access your clinic on the go with the DentalView mobile app, featuring offline support, biometric login, and push notifications.

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6 min read
Billing & Subscription

Smart Insights: AI-Powered Clinic Analytics

How Devy, the DentalView insights engine, helps you forecast revenue, reduce no-shows, and spot at-risk patients.

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5 min read
Patient Management

Walk-In Queue and Patient Check-In

Manage walk-in patients and streamline the check-in process with DentalView's queue management system.

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7 min read
Patient Management

Dental Charting: The Odontogram

Chart conditions, restorations, and bridges on a full-mouth odontogram with anatomical and box views.

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6 min read
Patient Management

Periodontal Charting

Record perio exams with per-site pocket depths, bleeding on probing, recession, and automatic summaries.

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6 min read
Patient Management

Clinical Case Record: Tracking Outcomes

Follow each procedure over time with follow-up entries, outcome tracking, photos, and trends.

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5 min read
Patient Management

Creating Prescriptions

Create and print prescriptions from the patient profile, stored alongside the clinical record.

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6 min read
Patient Management

QR Self-Intake Forms

Let patients complete their intake form and sign on-screen before the visit by scanning a QR code.

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5 min read
Reminders & SMS

Follow-ups Due: The Recall Worklist

See every patient overdue for a check-up and send recall SMS with one tap from the Reminders page.

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7 min read
Reminders & SMS

Online Booking & Self-Reschedule Links

Let patients book, confirm, or reschedule their own appointments from a secure link — no app needed.

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5 min read
Reminders & SMS

Reaching Lapsed Patients: A Practical Win-Back Guide

How to find patients who've stopped visiting and reach out to them -- one tap per patient, no automated campaign required.

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6 min read
Getting Started

Devy AI: Your Clinic Assistant

Ask Devy about your appointments, revenue, recalls, and more — conversational answers from your own data.

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7 min read
Teaching Clinics

Setting Up a Teaching Clinic

Run a dental school clinic with dean, professor, and student roles on a shared patient pool.

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7 min read
Teaching Clinics

Requirements, Sign-Off & Student Progress

Define graduation requirements, approve student procedures, and track per-student progress.

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6 min read
Teaching Clinics

Student Report Cards & Accreditation

Generate a printable per-student competency report — approved procedures against every graduation requirement, ready for the Dean's signature or an accreditation visit.

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4 min read
Patient Management

Restoring Deleted Patients

Recover a patient you removed by mistake — deleted records stay restorable for 30 days.

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6 min read
Security & Compliance

Reading the Audit Log

See a filtered, time-stamped history of every action in your clinic — who did what, and when.

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6 min read
Teaching Clinics

Academic Terms & the Current Term

Define school-year terms, mark the current one, and understand what term filters change — and what stays cumulative.

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6 min read
Teaching Clinics

At-Risk Students & Cohort Standing

Catch struggling students early with a worst-first cohort ranking and automatic risk flags.

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6 min read
Teaching Clinics

Case Mix: What Your Clinic Treats

See your procedure-type distribution, requirement supply vs. demand, and anatomical coverage for curriculum planning.

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6 min read
Teaching Clinics

Faculty Supervision & Sign-Off Load

See each professor's review load, redo rate, and turnaround — plus the live queue of work waiting for sign-off.

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6 min read
Teaching Clinics

The Accreditation Pack

One signable, whole-cohort competency summary built for accreditation visits.

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6 min read
Teaching Clinics

Devy in a Teaching Clinic

What deans, professors, and students can ask Devy — and how to control who gets access.

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