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

• Related Articles

• Dental4Windows Recommended Setup for New Customers

  Below are instructions on Dental4Windows/Practice Studio Recommended Setup for New Customers. D4W/PSS Recommended Setup for New Customers Balance of Account If transferring from another system, enter the outstanding balances so they can be paid off ...

• 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 ...

• 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 ...

• New Features

  What's New Now The following new and enhanced features are available in: Build 4.072 For instructions on how to upgrade, click here. MediaSuite New Features Release - Build 4.090 The following feature is available in Build 4.090 and higher. New ...

• Computerised Prescriptions (NZ) in Dental4Web

  Computerised Prescriptions generated directly from D4Web for New Zealand users Setup (NZ) Prescription Features Enter DC Registration Number Each Provider must have their NZ Dental Council Registration number entered in Providers page to use the ...