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The Dashboard is the first page you see after logging in. It shows the day’s appointments and the invoices waiting for payment, so reception and doctors can follow the day from one screen.

🧭 The top bar

The top bar is available on every page. 1 Search Patients, 2 plus menu, 3 Tasks, 4 Notifications, 5 Attendance clock, 6 User menu
  1. Search Patients: type a name, phone number or file number to open a patient.
  2. + (Quick add): create a new patient, appointment, quick invoice, prescription, note, expense, lab order, task and more, from anywhere.
  3. Tasks: your to-do list, with a badge for open tasks.
  4. Notifications: notes, prescriptions and patient forms that need attention.
  5. Attendance clock: red when you haven’t started your shift, green when you have. See Attendance.
  6. User menu: your account settings, login sessions and Logout. See My user settings.
If your clinic works in more than one specialty, a tooth icon appears next to the clock to switch between the specialty charts.

📋 The side menu

Hover over the left side of the screen to open the menu. Depending on your permissions you’ll see: The side menu, expanded
  • Branch switcher (top): if you work in more than one branch, click it to switch branch. Dentolize remembers your choice on this computer.
  • Dashboard, Calendar, Patients, Lab Orders, CRM, Finances, Inventory, Associates (labs, suppliers, insurance companies), Settings, Logs, WhatsApp Bot and Analytics.
  • Support and Logout at the bottom.
The menu hides itself automatically. To keep it open, turn off Auto Hide Sidebar from the switch at the top left of the page.

🏠 The Dashboard page

Dashboard: 1 tabs, 2 Date, 3 Appointment's Doctor, 4 Invoice Assigned To, 5 Appointments, 6 Invoices
  1. Tabs: Dashboard (appointments and invoices), Payments (payments received), Inventory (stock alerts and orders) and Summary (the day in numbers, see Today’s summary). You only see the tabs your permissions allow.
  2. Date: today by default. Use the arrows to move a day, or pick a range such as This Week or This Month.
  3. Appointment’s Doctor: show only one doctor’s appointments. Doctors see their own appointments here by default.
  4. Invoice Assigned To: show only invoices assigned to a user.
  5. Appointments: the day’s appointments, in time order.
  6. Invoices: invoices that still need payment.
The clock on the right shows the current time.
The date goes back to today every time you open the Dashboard. The Doctor filter only applies to appointments, and Invoice Assigned To only to invoices and payments.

Appointments

The colored tags at the top of the list are the appointment statuses. Click a tag to show only that status, and click again to remove the filter. Show Overdue appears when you’re looking at today. Untick it to hide appointments whose time has already passed. Each appointment row has: 1 Start Session, 2 patient name, 3 appointment menu
  1. Start Session / End Session: starting marks the appointment In Progress and opens the patient’s chart. Ending marks it Completed.
  2. Patient name: opens the patient’s profile.
  3. Appointment menu: opens the full details and actions.
The appointment menu has everything you need for the visit: 1 Actions, 2 Patient Actions, 3 Status
  1. Actions: edit or view the appointment, send an SMS, show the QR code, collect diagnostic fees, open WhatsApp, or print.
  2. Patient Actions: add tags, book a new appointment, add a patient reminder, add balance, create a quick invoice, or add a note.
  3. Status: click a status to change it. For example, click Checked In when the patient arrives. Choosing Canceled asks for a cancellation reason.
Changing a status can send an automatic SMS or WhatsApp message to the patient, if your clinic has a message template for that status. See SMS.

Invoices

The Invoices list shows invoices that still have an amount to pay. For each invoice you can Add Payment, create a payment link, or print. Click an invoice to open it.
Required to pay only is ticked by default, so invoices with nothing left to pay are hidden. Untick it to see all of the day’s invoices. When you’re looking at a single day, the list also includes older unpaid invoices of the patients who have an appointment that day.
View All on each list opens the full list in Logs or Finances.

Dashboard Charts

Click Dashboard Charts at the bottom to see appointments by status and invoices paid vs remaining for the selected dates, compared with the previous period.