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About this guide and its review
Status: CanonicalLast reviewed: 2026-10-20Scope: Public

Dental assistant: prepare and hand over

Your goal​

Help the dentist start with the correct patient and reliable preparation information.

A short daily checklist​

  1. Open Today → In clinic now.
  2. Check patient identity, appointment reason and permitted safety information.
  3. Record only the preparation information your role allows.
  4. Keep the offered preparation state accurate.
  5. Tell the dentist about missing or uncertain information before handoff.

Help the dentist start with the correct patient and reliable preparation information. Follow the steps in order and confirm each saved result.

What to expect​

Preparation does not start or finish a clinical visit automatically. Prescription issuing, full clinical editing and cashier actions are not granted by this role name.

If you cannot continue​

Read the visible explanation. Check the patient and latest saved state before retrying. Ask the clinic owner about missing access; use Help and support for a persistent problem without including patient details.

Read the task guide​

Today · Patient record