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

Dentist: your daily path

Your goal​

Treat the right patient and leave a clear saved record.

A short daily checklist​

  1. Open Today and choose an eligible waiting patient.
  2. Confirm name, number and medical warnings before Start visit.
  3. Record findings and performed care in the patient's Teeth section.
  4. Save drafts and review pending work before finishing.
  5. Review any next appointment or billing handoff separately.

Treat the right patient and leave a clear saved record. Follow the steps in order and confirm each saved result.

What to expect​

A diagnosis is not a performed procedure, and finishing a visit does not receive payment. Financial or team actions require their own access.

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 · Dental chart · Corrections