Patients Management

Last Updated - January 18, 2019

Keep all of your patients’ data in one place. With DentalTap you always know all the important information about patients. Use the top search bar to find patients by name, phone, internal number email or address.


There are also sorting buttons in patients table, so you can get many insights. For example, with the upcoming birthdays, you can offer them a personal discount or coupon. Sorting patients by last appointment day you will be able to invite them to follow-up visit or sort patients table by balance field to check patients debts.


Also, there are 4 custom filters available – primary (no created appointments yet), collaboration (shared with you, created by other people), debts (patients who have unpaid invoices), archived (deleted patients profiles).


The video below describes all of this patients management features.