About this guide and its review
Start here: your first day
Before you begin
Sign in with your own account and check the clinic name. You see the pages and actions your role allows. If you need a missing action, ask the clinic owner to review your access.
New registrations may need email confirmation and clinic approval. Open the confirmation email and choose Confirm my email. If it is missing, check spam or request a new link from Login. Use the newest link; confirming email does not grant clinic approval.
Choose the page for your task
| I want to… | Open |
|---|---|
| See who is waiting or being treated | Today |
| Book or move an appointment | Appointments |
| Find or add a patient | Patients |
| Record dental care | Patient record → Teeth |
| Prepare an invoice or record money received | Patient account |
| Ask for help | Help and support |
Find the patient, check the name and number, then choose the task. Opening a page does not save a change.
Know when your work is saved
- Draft: you are still editing. Opening a form or selecting a tool saves nothing.
- Saved / confirmed: SINA has confirmed the action.
- Saved on this device, pending confirmation: the protected device copy has saved supported work; the server has not confirmed it yet.
Before repeating an action after a connection problem, reopen the record and check its state. Use the offered Retry instead of creating a second record.
For the clinic owner
Review clinic contact information, working hours, chairs and service prices before booking patients. A suggested service name does not provide your actual price. Give each team member only the access needed for their work.
Choose language, appearance and This device and synchronization from the account menu.