# Dental Module # What Will You Find in This Chapter ? The Dental Module is a comprehensive solution for efficient dental practice management. It allows users to create and customize clinic profiles with essential details such as address, contact info, and specific appointment slot session times. In the technician setup, dental professionals can be added with their names, images, and customizable availability, including the option to assign specific services, tags, and manage maintenance schedules. The system offers flexibility with customizable time slots, days of operation, and service assignments. A visually intuitive calendar view streamlines appointment and reservation management, providing a user-friendly and feature-rich environment tailored to the unique needs of dental professionals and clinics. [![Screenshot 2024-02-09 at 12.55.37 PM.png](https://kb.salerise.com/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-09-at-12-55-37-pm.png)](https://kb.salerise.com/uploads/images/gallery/2024-02/screenshot-2024-02-09-at-12-55-37-pm.png) # General Settings #### **General Settings**

- **Brand Name:** Specify the unique name that represents your business or service. - **Brand Description:** Provide a brief description that conveys the essence or mission of your brand. - **Currency Dropdown:** Choose the preferred currency from a dropdown list to be used for transactions. - **Enable Days:** Control the days to be shown in the date input on the frontend, ensuring flexibility based on your operational schedule.

#### **Labeling Settings**

- **Location Label:** Define a label for the location, making it easier for users to identify where the service will be provided. - **Provider Label:** Specify a label for the service provider, helping clients recognize who will be delivering the service. - **Service Label:** Assign a label for the type of service offered, providing clarity on the nature of the appointment. - **Category Label:** Categorize appointments and assign a label for easy organization and filtering. - **Guest Label:** Designate a label for guests or clients attending the appointment, aiding in guest management. - **Extra Label:** Add a label for any additional items or special requests associated with the appointment. - **Start Date Label:** Customize the label for the appointment start date, enhancing user understanding.

#### **Maintenance Settings**

- **Start Date:** Specify the date when maintenance is scheduled to begin. - **Start Time:** Define the time when maintenance activities should commence. - **End Date:** Set the date for the completion of maintenance. - **End Time:** Indicate the time when maintenance is expected to conclude. - **Reason:** Provide a brief explanation or description of the maintenance purpose.

#### **Payment Settings**

- **Activate/Deactivate Cash:** Choose whether to accept or decline cash payments. - **Activate/Deactivate Stripe:** Enable or disable the use of Stripe as a payment method. - **Publishable Key:** Integrate Stripe by entering the publishable key. - **Secret Key:** Securely input the secret key for seamless Stripe transactions. - **Card Requirement:** Determine if customers must provide a card during reservation for payment verification. - **Upfront Payment Requirement:** Specify whether upfront payment is mandatory for reservations. - **Amount Type:** Choose between a fixed amount or a percentage for the payment associated with each appointment.

# Clinic Settings In the "Clinics Setup" module, users can effortlessly create and manage clinics by providing essential information such as name, address, city, state, postal code, and contact details. The option to activate or deactivate a clinic ensures flexible management. #### **Access "Clinics Setup"** Navigate to the "Clinics Setup" module to create or manage clinics. #### **Add New Clinic** Click on "Add New Clinic" to initiate the setup process. ##### **Basic Information** Fill in the essential details for the clinic. - **Clinic Name:** Provide a unique name for the clinic. - **Address:** Enter the physical address of the clinic. - **City, State, Postal Code:** Specify the location details. ##### **Activation Options** Choose the activation status for the clinic. - **Active:** The clinic is currently operational. - **Inactive:** Temporarily deactivate the clinic. ##### **Save Basic Details** Click "Save" to confirm the basic information set up. ##### **Add Contact Information** Navigate to the "Contact Information" section to provide additional details. - **Email:** Enter the clinic's contact email. - **Phone:** Provide a contact phone number. ##### **Save Contact Details** Click "Save" to confirm the contact information setup. ##### **View and Manage Clinics** Access the list of clinics with options to edit or deactivate. ##### **Edit Clinic Details** Click on the edit button to modify clinic information. ##### **Deactivate Clinic** Temporarily deactivate a clinic when needed. ##### **Reactivation** Easily reactivate a deactivated clinic. # Doctor Settings The "Doctors Setup" module allows users to create and manage doctors seamlessly. From basic information to availability, services, tags, and maintenance schedules, this module provides a comprehensive setup for doctor profiles. #### **Access "Doctors Setup"** Navigate to the "Doctors Setup" module to create or manage doctor profiles. #### **Add New Doctor** Click on "Add New Doctor" to initiate the setup process. ##### **Basic Information** Fill in essential details for the doctor. - **Name:** Full name of the doctor. - **Description:** A brief description of the doctor. - **Email, Phone:** Contact details for appointments. - **Clinic:** Select the clinic to which the doctor is associated. ##### **Upload Images** Allow users to upload multiple images for the doctor. ##### **Availability** Navigate to the "Availability" tab within the doctor setup. **Slot Time Configuration** Choose between "Custom Slot Time" or "By Services."

	Custom Slot Time	By Services
Description	Specify the duration of each appointment slot (e.g., 60 minutes for a 1-hour slot).	Create slots based on the time associated with each service.
Example	If a custom slot time is set to 60 minutes, each slot represents a one-hour appointment.	If a service takes 30 minutes, slots will be generated accordingly.

**Add Days of Availability** Choose the days the doctor will be available for appointments. For each selected day, add multiple time slots:

	Start Time and End Time	Seats
Description	Define the beginning and end of the working hours.	Specify the number of bookings allowed in each time slot.
Example	If working hours are from 9:00 AM to 5:00 PM, set the start and end times accordingly.	If there are five seats, five patients can book appointments in that time slot.

Click "Save" to confirm the configured time slots. So, the system generates slots based on the specified times for each selected day. ##### **Services Assignment** In the "Services" tab, assign services to the doctor. - **Assign Multiple Services:** Link various services to the doctor. - **Tags:** Add tags to categorize services (e.g., free, not included). ##### **Maintenance Schedules** Access the "Maintenance" tab to manage doctor unavailability. - **Add New Maintenance:** Specify start and end dates, times, and reasons. - **Table View:** Display a table view of past and upcoming maintenance schedules. - **Edit or Delete Maintenance:** Allow users to modify or remove maintenance entries. ##### **Save and Review** - Click "Save" to confirm the doctor setup. - Review the doctor's profile and make any necessary edits. ##### **View and Manage Doctors** - Access the list of doctors with options to edit or deactivate. - Click on the edit button to modify the doctor's information. # Service Settings The "Services Setup" module allows users to create and manage services offered by the clinic or doctor. Users can define the service name, set the service amount, specify the duration, and choose to activate or deactivate the service. #### **Access "Services Setup"** Navigate to the "Services Setup" module to create or manage services. #### **Add New Service** Click on "Add New Service" to initiate the setup process. ##### **Service Details** Fill in the details for the new service. - **Service Name:** Provide a descriptive name for the service. - **Amount:** Specify the cost or amount associated with the service. - **Duration:** Define the time duration of the service (e.g., 30 minutes, 1 hour). - **Active/Deactivate:** Choose to activate or deactivate the service. ##### **Save Service Details** Click "Save" to confirm the details of the new service. ##### **Edit Service Details** Click on the edit button to modify service information. # Tags Settings The "Tags Setup" module allows users to create and manage tags for various purposes. Users can define the tag name, select an icon for the tag, and choose to mark it as include or exclude. #### **Access "Tags Setup"** Navigate to the "Tags Setup" module to create or manage tags. #### **Add New Tag** Click on "Add New Tag" to initiate the setup process. ##### **Tag Details** Fill in the details for the new tag. - **Tag Name:** Provide a descriptive name for the tag. - **Select Icon:** Choose an icon to represent the tag visually. - **Mark as Include/Exclude:** Specify whether the tag is to be marked as include or exclude. ##### **Save Tag Details** Click "Save" to confirm the details of the new tag. ##### **Edit Tag Details** Click on the edit button to modify tag information. # Extras Settings The "Extras Setup" module allows users to create and manage additional items (extras) related to health. Users can start by creating groups for extras, adding items to those groups, and managing the items' details. #### **Access "Extras Setup"** Navigate to the "Extras Setup" module to create or manage extras. #### **Create Extra Groups** Click on "Create Extra Group" to initiate the setup of a new group. - **Group Name:** Provide a name for the group. - **Active/Deactivate:** Choose whether the group is active or deactivated. - **Required Option:** Specify if items in this group are required. - Click "Save" to confirm the details of the new extra group. #### **Add, Edit, or Delete Items in a Group** After creating a group, users can click on the edit button to see a list of items. - Click on "Add Item" to add a new item to the group. - Provide a name for the item. - Specify the cost or amount associated with the item. - Users can edit existing items in the group. - Modify the item name or amount as needed. # Taxes Settings Navigating tax settings or sections in your system allows you to efficiently search for specific tax information. Whether it's locating existing taxes or adding new ones, following simple steps ensures smooth management of tax-related tasks. #### **Search Tax** - To search for a tax, navigate to the search bar or dedicated tax section in your system. - Enter relevant keywords such as tax name, percentage, or fixed amount to find the desired tax information. #### **Add Tax** - To add a new tax, follow these steps: - Click on the "Add Tax" option in the tax settings or menu. - Fill in the required information: - **Tax Name:** Enter a descriptive name for the tax (e.g., VAT, Sales Tax). - **Tax Amount:** Specify whether the tax amount is a percentage or a fixed amount. - If percentage, enter the percentage value. - If fixed amount, enter the specific monetary value. # Reservation Settings The "Reservations View" module provides users with a comprehensive view of both old and new reservations. Users can manage reservations by editing, canceling, viewing details, and even creating manual reservations when needed. #### **Access "Reservations View"** Navigate to the "Reservations View" module to see an overview of all reservations. #### **Manual Reservation Creation** Click on "Create Manual Reservation" to manually add a reservation. - **Customer Details:** Enter customer information. - **Reservation Details:** Specify date, time, and services. - **Save Manual Reservation:** Confirm the manual reservation details. - **Status :** Determine the status of your reservation (waiting/confirmed) - **Force Confirmation Massage :** This is used if there isn't any slot available against selected doctor but user still want to book the appointment #### **View Reservation Details** Click on a reservation to view detailed information. - **Customer Details:** Name, contact information, and any other relevant details. - **Reservation Items:** List of services or extras booked. #### **Edit Reservation** Edit reservation details if needed (e.g., change time or services). #### **Cancel Reservation** Cancel a reservation if necessary. # Calendar Settings The "Calendar View" module offers users a visual representation of reservations, allowing for easy scheduling and management. Users can view and interact with reservations directly on the calendar interface. #### **Access "Calendar View"** Navigate to the "Calendar View" module to see an interactive calendar representation of reservations. - See a monthly overview of reservations with dates highlighted. - Interact with the calendar to view reservations for specific dates. - Click on a date to see a summary of reservations. - Display a list of reservations for the selected date. - Access customer information. #### **Edit or Cancel Reservations** Edit or cancel reservations directly from the calendar view. #### **Create Manual Reservations** - If needed, create manual reservations directly from the calendar "**Click on Date**" - Enter customer details, reservation date, time, and services. # Customer Form on Website #### **** #### **Appointment Selection** - To get started, click on the "appointment" option on our website. - You'll see a window pop up with drop-down lists. From there, pick your preferred: - Clinic - Service - Doctor - Once you've made your selections, just hit "complete data." #### **Appointment Date and Time Selection** - Next, you'll choose the date and time for your appointment. Just select what works best for you based on our available slots. - When you're ready, click "continue." #### **Customer Form** Now, it's time to fill out your details in our customer form. We'll need: - Your Name - Email - Phone Number - Choose your toothbrush type (none, standard, premium) and quantity. - Pick your toothpaste type (none, ABC paste, XYZ paste, or choose a new option) and quantity. - Any additional notes you'd like to add. - Select your payment method (cash or card). - Lastly, just confirm that all the information you've entered is correct. #### **Confirmation and Reservation** - Once you've reviewed everything and confirmed, go ahead and submit the form. - You'll receive a confirmation message with all the details of your reservation, including your appointment and your personal information.