Find or add the patient
Keep contact details and patient identity together. Check existing records before adding a new entry to reduce duplicate profiles.
Dental patient management software for organized clinic records
Help your team find the right patient context before a visit, a payment question or a follow-up.
How the workflow fits your clinic
Review the visit history
Use the patient record to understand previous appointments and documented care. Staff access depends on their role and clinic membership.
Document the work
Use the supported notes, treatment-record and prescription workflows. Clinicians remain responsible for the content and clinical decisions.
Prepare a useful handoff
Give authorized staff the context they need for follow-up, billing and the next visit without copying patient data into separate marketing tools.
What to check in your demo
- Open an existing patient’s history using a sanitized demo record.
- Check what a receptionist and a doctor can each access.
- Review actual import/export scope and supported clinical documentation.
Setup and practical limits
Patient records are not an autonomous diagnosis system or a substitute for professional review. Do not assume a specialist orthodontic workflow, imaging analysis, offline synchronization guarantee or accreditation from a general records demonstration.
Check your clinic’s active plan, role permissions and settings before enabling a workflow.
Compare plans and pricingQuestions clinic owners ask
Is every clinical workflow included?
No general feature description can establish every specialty requirement. Bring a representative workflow to the demo and check the actual record fields, prescription options and plan permissions.
Can we bring existing records?
Dentiva has import workflows, but format, field coverage and validation matter. Review the supported import template before promising a complete migration of historical clinical files.