Getting Started
Learn how to set up and use Dentasync effectively, from your first login to managing daily operations.
Dentasync is an all-in-one platform for managing dental workflows — from work order tracking to appointment scheduling and payment handling. It’s designed to help dental clinics and technicians stay organized, reduce communication errors, and deliver better patient outcomes.
Whether you're a clinic manager, dental technician, or admin assistant, this guide will help you take your first steps with Dentasync and understand how each section fits into your day-to-day workflow.
What Can You Do with Dentasync?
Dentasync centralizes everything your team needs in one place:
- Create and manage work orders linked to patients and dental labs
- Schedule events like try-ins or deliveries with reminders
- Track payments and generate detailed financial reports
- Manage dental lab contacts and keep records clean
- Add users and define their access with roles and permissions
- Get notified about upcoming appointments or missed actions
Dentasync simplifies clinic-lab collaboration by making every part of the workflow visible and accountable.
Your First Steps
If you're just getting started, we recommend the following setup flow:
- Add your Dental Labs – so work orders can be assigned properly
- Add Users & Set Permissions – invite your team and control access
- Configure Working Hours – ensure reminders and scheduling reflect your actual operating times
- Create your First Work Order – and link it to a patient, lab, and payment
- Schedule an Event – like a Try-In or Delivery, directly from the Calendar or the Work Order
- Explore the Dashboard & Finance Views – for operational and financial oversight
Explore the Platform
Monitor work order statuses and payment trends in real-time with visual charts.
Create and manage patient cases, track status changes, and attach payment plans.
View scheduled events and clinic workload by day, week, or month.
Set reminders and track important actions tied to each work order.
Keep a clean directory of all your lab partners with contact and legal info.
Track payments, filter by method or status, and export Excel reports.
Control who can view, create, edit, or delete data across the system.
Get pop-up alerts for upcoming events based on reminder settings.
Adjust preferences like working hours, default reminder times, and timezone.
Tips for New Users
- Start small — Add one lab, one user, and one work order to learn the flow
- Use reminders — Events notify you ahead of deadlines or delivery days
- Link everything — Work orders connect patients, payments, events, and labs in one place
- Explore the Dashboard — Understand where things stand operationally and financially
- Export Reports — Download Excel sheets for bookkeeping or audits
You don’t need to configure everything at once. Dentasync is modular — start with Work Orders and expand from there.
Need Support?
If you need help or have questions:
- Email us at support@dentasync.net
- Reach out to your dedicated account manager
We’re here to make your clinic run smoother.
You're now ready to explore Dentasync. Jump into the Dashboard or create your first Work Order to begin!