Most asked
Cancel an invoice
How do I delete or cancel an invoice?
Merge duplicate patient files
How do I merge two files of the same patient?
Add a new user
How do I add a new user (doctor, receptionist) and give them a login?
Refund a patient
How do I refund money to a patient?
Set a doctor's percentage
How do I set a doctor’s percentage or fixed share?
Change opening hours
How do I change the clinic’s opening hours (late nights, Ramadan, two shifts)?
Appointments & calendar
- How do I change the clinic’s opening hours (late nights, Ramadan, two shifts)?
- How do I close a day or block time so no appointments can be booked (holiday, opening day)?
- How do I add a doctor to the calendar and set his working days and hours?
- How do I cancel or delete an appointment?
- Why do appointments show an hour early or late?
Users, permissions & login
- How do I add a new user (doctor, receptionist) and give them a login?
- A staff member forgot their password or username. How do I reset it?
- How do I change my own password or the system language?
- I can’t log in (“blocked”, “user not found”, wrong details). What do I do?
- A staff member left. How do I remove their user?
- A user can’t see or do something. How do I give the permission?
- How do I make a doctor see only his own patients/income, or reception only today’s payments?
Patients
- How do I merge two files of the same patient?
- How do I delete a duplicate or wrong patient file?
- How do I make patient fields required or optional (national ID, address…)?
- How do I upload X-rays, photos or old paper files to a patient?
Invoices & payments
- How do I delete or cancel an invoice?
- How do I edit an invoice after it was issued?
- How do I refund money to a patient?
- How do I add a deposit/balance to a patient and use it later?
- How do I record an invoice, payment or procedure with an earlier date?
- How do I give a discount, including after the patient has paid?
- How do I change the consultation (diagnostic) fee price?
- How do I collect the consultation fee, and do I add it again on the invoice?
- How do patient points work and how does reception redeem them?
- How do I record an expense?
- How do I allow a user to cancel or release invoices, or delete payments?
Prices, procedures & doctors’ share
- How do I change a service price for all patients?
- How do I use price lists (offers, staff, insurance) and remove one from a patient?
- How do I add a new procedure or service that isn’t in the list?
- How do I set a doctor’s percentage or fixed share?
- Where do I see how much each doctor earned this month?
Messages & WhatsApp
- How do I send one message to all patients (offers, greetings)?
- Why aren’t SMS or WhatsApp messages reaching patients?
- How many SMS do we have left, how do we buy more, and can SMS show our clinic name?
- How do I activate the WhatsApp bot and what do I need?
- How do I send birthday messages automatically?
Reports
- How do I export patients, appointments or reports to Excel?
- Where do I see the clinic’s total income and net profit for a month?
- How many new patients came in a period, and from which source?
Doctor & clinical
- How do I write and print a prescription?
- How do I create a quotation (price estimate / treatment plan with prices)?
- How do I create a custom form (consent, instructions, referral)?
Inventory
- How do I add an item and its opening quantity?
- Main storage vs branch storage: how do I move stock between them?
- How do materials get deducted automatically when a procedure is done?
ZATCA (Saudi)
- How do I connect to ZATCA (Fatoora)?
- An invoice wasn’t reported to ZATCA, or the QR is invalid. What do I do?
Didn’t find your question? Browse the user guide in the sidebar, or message us in System Chat inside Dentolize.