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10 docs tagged with "workflows"

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Active Dental Treatment

Start treatment from Today, work in the exact Patient Record, and finish the linked clinical Visit without losing context.

Appointments

Use the day, week, and month schedule in the clinic timezone without losing working-hours or permission boundaries.

Checkout Basics

Checkout starts after clinical work has confirmed what should be charged.

Communication And Reminders

SINA communication workflows help clinic staff understand which patient messages are scheduled, sent, failed, or need manual follow-up.

Daily Clinic Workflow

Use Today to record arrival, manage a flexible waiting room, and enter the correct active patient context safely.

Getting Started With SINA

SINA uses one shared shell while each page exposes only the actions supported by organization state and permission.

Odontogram Charting

Select an adult FDI tooth and location, prepare one finding or performed procedure, then save it explicitly.

Patients

Find a patient safely, register a minimal identity, and open the permitted clinical or operational action.

Support And Reporting A Problem

Use the Support workspace or support action when a clinic user needs help with a real workflow and cannot resolve it from the page.