Recommended Setup in Dental4Web for New Customers

Recommended Setup in Dental4Web for New Customers

Quote
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

Info
Create a New Fee Level and Add New Fee Period

Letter Templates

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

Treatment Plan Disclaimer / Statement / Message

Info
Below messages will appear on every patient's Treatment Plan.
  1. Treatment Plan Disclaimer
  2. Treatment Plan Message
  3. Treatment Plan Statement

Referrals

 Setup Appointment Classes (Appointment type colours)



    • Related Articles

    • Dental4Windows Recommended Setup for New Customers

      Below are instructions on Dental4Windows/Practice Studio Recommended Setup for New Customers. Dental4Windows/PracticeStudio Recommended Setup for New Customers Balance of Account If transferring from another system, enter the outstanding balances so ...

    • Dental4Windows Historical New Feature Release Notes (Vi4-Vi7)

      Vi7 Build 5808 / Release: 05/06/2025 National Dental Plan (NDP) powered by Zip Zip payment plan terms can now be added to a Treatment Plan Printout and when using more than one BNPL (Buy now pay later) Provider, the user can select which payment plan ...

    • New Zealand Dental Benefits Scheme in Dental4Web

      The New Zealand Dental Benefits Scheme - Preset features, Adding & Editing, Generating Approvals & Claims Preset & Setup Features OHSA & SDSA Items OHSA & SDSA items are preset in D4Web Items page, there is nothing to do here. Click the navigation ...

    • Dental4Windows New Features Release Notes

      The following new and enhanced features are available in: Build 6334 Pilot Sites: 06/05/2026 Limited Release From: TBC RDS Users Release: TBC General Release: TBC Here is more information on how to search for a patients appointment and a family ...

    • Kickstart Dental4Web Training for New Staff: New Provider

      Give your new provider 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 ...