Recommended Setup in Dental4Web for New Customers

When switching from another dental management system, you'll need to manually transfer any outstanding patient balances and credit records into Dental4Web to ensure complete account accuracy.

Balance of Account

1. Click the navigation menu > Patients > Treatment page (for relevant patient)
   
1. Provider: Select the relevant Provider
   
2. Date: Enter the date the invoice was created in another system, or a past day (e.g. yesterday's date)
   
3. Item: Enter 997
   
4. Fee: Enter the outstanding balance
   
2. Itemised Invoices toolbar > New Invoice only / Press F2 on keyboard
   
1. Change the invoice date to match the treatment date at (b)
   
2. Click CREATE
   
   

Deposits/Credits

1. Click the navigation menu > Patients > Receipts page (for relevant patient)
   
2. Receipts toolbar > New Receipts 
   
1. Date: Enter the date the deposit was originally received, or a past day (e.g. yesterday's date)
   
2. Amount: Enter the amount sitting in credit for this patient
   
3. Payment Type: Select Others, this will not impact reports or banking
   
4. Provider: Select the Provider this deposit to be allocated to
   
5. Click CREATE
   
   

Fees

Create a New Fee Level and Add New Fee Period

Setup & Manage Fee Levels & Periods in D4Web

Letter Templates

It is recommended all commonly used letter templates are setup prior to going live, e.g. Work Certificate.

Create a New Letter Template

Treatment Plan Disclaimer / Statement / Message

Below messages will appear on every patient's Treatment Plan.

1. Treatment Plan Disclaimer
2. Treatment Plan Message
3. Treatment Plan Statement
   

Referrals

1. Add New Referrals

 Setup Appointment Classes (Appointment type colours)

Setup Appointment Classes

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