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Practice settings

Via Settings, you configure DentallManager for your practice. This section is visible only to users with administrator rights. This page gives an overview of the six groups as you see them on the Settings screen.

General​

The basic data and building blocks of your practice:

  • Admin information — the administrative details of your environment.
  • Contracts — contract settings.
  • Departments — your practice's departments, for example the front desk or a treatment department.
  • Locations — the locations of your practice.
  • Positions — positions such as dentist or dental hygienist. A position describes the work, not the access rights.
  • Workstations — the workstations you schedule against, for example treatment rooms, the front desk and sterilisation. Per workstation you define in Blueprints which positions are needed on which days and times — see Setting up your practice for the step-by-step guide.
  • Expertise and Qualification — expertise and qualifications per employee.

Schedule​

Everything around the schedule:

  • Create new schedule — create a new schedule.
  • Schedule overview — the schedule overview with filters.
  • Manage schedule visibility — decide who sees which schedule.
  • Special events — manage special events, visible on the dashboard.

Module Settings​

Per module you configure labels and behaviour: Labels, Employee files (documents), Education, Reports, Goals, Team feedback, To do, Checklists, Daily evaluation and Exams.

User access control​

Under Access rights, you manage roles and permissions. See Roles and permissions for the full roles model.

Customization & Automation​

Here you build templates and automated workflows:

  • Automation - Templates, Automations - Actions and Automations - Workflows — the three building blocks of automations.
  • Time tracker and Time Tracker - Activity Log — settings and the activity log for time tracking.
  • Document creator Templates — templates for the Document Creator.
  • Easy Contracts Templates — contract templates for Easy Contracts.

Organization​

Managing people, documents and notifications:

  • Users and Groups — users and groups, see Managing users.
  • Organizational Charts — your practice's organisational chart.
  • Documents & Protocols and Decision Trees — document management and decision trees.
  • Maintenance — maintenance and malfunctions of equipment.
  • Incident Reports (VIM) — incident reports.
  • Announcements — announcements to your team.
  • Knowledge Base — the knowledge base.
  • Sickleave reports and Time Tracker Report — reports on absence and time tracking.
  • Holidays — set up holidays.

You set up workstations (such as treatment rooms, front desk and sterilisation) under General → Workstations.

Need help? Contact the free helpdesk via info@dentallmanager.nl.