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Common clinic workflows

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PatientsRegistering a New Patient1 min read Finance, payments and invoicingPayment Addition1 min read Treatment planning and clinical recordsCreating a Treatment Plan2 min read Forms, consents and patient documentsConsent Form4 min read

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Forms, consents and patient documents

Consent Form

Create a consent form template, prepare a form for a patient, share it and track its approval in one guide.

Consents and privacy4 minUpdated 1 Oct 2026

Forms, consents and patient documents · 1 Oct 2026Create Digital Dental Consent Forms by Treatment6 min Treatment planning and clinical records · 1 Oct 2026Customizable Treatment Categories4 min Communication and automations · 24 Sept 2026Set Up SMS for Your Practice1 min Communication and automations · 14 Sept 2026WhatsApp Connection, Templates and Channel Health8 min Communication and automations · 14 Sept 2026WhatsApp Setup and Usage Guide4 min Treatment planning and clinical records · 11 Sept 2026Adding a Payment Note to a Treatment Plan2 min