Kickstart Dental4Web Training for New Staff: New Practice Manager
Give your new practice manager a head start with targeted Dental4Web training. This collection includes links to our training tools, key information, and the interface features most commonly used in their role. These articles represent the essential topics our trainers typically cover during new staff orientation sessions.
Practice Manager Setup
Before the new staff member begins using Dental4Web, ensure they are added to the system.
Related topics may include:
New Staff Training Tools
We have multiple learning tools to support your practice kickstart the new practice manager's Dental4Web training, including our award-winning Learning Centre.
Support & Learning Tools for Dental4Web
You don't have to be a new staff member to access the learning centre. Its a great refresher tool.
Link found in Support & Learning Tools article above.
Dental4Web
Appointment Book
If the practice manager is responsible for creating and setting up the Appointment Book for each provider, practice and/or location.
Setup & Manage Appointment Book Templates
View other articles listed in the Setup Appointment Book section of the Knowledge Base for specific instructions on how to set up & manage preset slots, groups, statuses, cancellation & standby lists and SMS templates.
Setup Appointment Books
Popular areas used by the practice manager in the Appointment Book are:
eAppointments
Check and manage appointment and/or patient conflicts
Synchronise settings, link books, setup eAppointment status types and setup messages.
Add provider information, add eAppointment reasons & allocate fees, stop patient bookings and other customisations in the eServices portal.
Patient Details
Individual patient & family management including: adding new patients, editing family head & member relationships & moving patients between families groups all within the Patients page.
Manage Family Heads & Members
Various patient reports are available from the Patient Details page.
View all the other articles on Patient Management hereeForms
Create new, edit, publish, deactivate and / or hide eForms from patients.
eKiosk
Manage eKiosk in the eServices portal and/or via Dental4Web.
Managing eKiosk
View the patient experience and eForm linked to the eKiosk check in.
Reports
Dental4Web has a number of reports available. Listed below are article links to the top 5 commonly used Reports.
Other reports can be found here
There are also audit trails reports available to those who have security permission.
Queries
Debtors
National Dental Plan (NDP)
PatientCare
PatientCare setup & manage, patient journeys, using the PatientCare portal & reports.
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