Patients
Registering a New Patient
You can find the "Add Patient" button on the page where patients are listed by clicking on the "Patients" menu on the left.
Daily use1 min
OpenMost used
Finance
Payment Addition
To record payments from your patients and view their balances, you need to access the patient profile.
Admin settings1 min
OpenTreatment planning
Creating a Treatment Plan
There are two different ways to access the area where you can create a treatment plan.
Admin settings1 min
OpenAll guides
Finance
Accounts Receivable
By tracking accounts receivable, you can monitor your debts and credits in detail and prepare necessary reports for your clinic based on this information.
Admin settings2 min
OpenFinance
Add Refund
It may sometimes be necessary to enter a refund to reconcile payment amounts. Refunds can be processed if a patient decides to cancel their treatment or if an excess…
Admin settings1 min
OpenFinance
Deleting a Payment
Errors in payment entries or situations where the patient withdraws during the payment process can sometimes occur.
Troubleshooting1 min
OpenMost used
Payment Addition
To record payments from your patients and view their balances, you need to access the patient profile.
Admin settings1 min
OpenFinance
Payment Editing
Errors in entering payments are quite common. However, correcting them is as easy as entering the payment.
Troubleshooting1 min
OpenFinance
Payment Update
In some cases, it may be necessary to modify the information entered regarding a payment.
Admin settings1 min
OpenFinance
Portfolio Addition
When adding a payment, there is a field where you can select a portfolio. We recommend creating portfolios to keep your accounts organized and to reconcile with your…
Admin settings1 min
OpenFinance
Printing Payment History
The ability to view a patient's payment history is a feature that can be useful for improving patient relationships and assisting them when needed.
Admin settings1 min
OpenFinance
Updating the Balance
When you start using Medicasimple, the balances of your old patients from the transferred data are visible in our application.
Daily use2 min
OpenCalendar
Appointment Date Update
To update the appointment date, first find the date of the appointment on the calendar.
Daily use1 min
OpenCalendar
Appointment Types
Medicasimple offers different appointment types to meet the various needs of its users.
Admin settings1 min
OpenCalendar
Calendar Doctor Filter
To select the doctor or doctors you want to display on the calendar, you need to use the eye icon next to the date.
Admin settings1 min
OpenCalendar
Calendar View
To change the calendar view, you can select from four different options in the upper right corner of the screen: Day, Week, Month, and Agenda views.
Admin settings1 min
OpenCalendar
Changing the Appointment Doctor
Depending on patient requests or our doctors' working hours, it may be necessary to change the doctor assigned to an appointment.
Admin settings1 min
OpenCalendar
Creating an Appointment from the Calendar
To create an appointment from the calendar, click on the desired time slot on the calendar as shown in the GIF below.
Daily use1 min
OpenCalendar
Editing Calendar Colors
Appointment types are crucial for managing your schedule. To keep your calendar more organized, we recommend using this feature.
Admin settings2 min
OpenCalendar
Navigating Between Dates
Navigating between dates is a crucial feature for reviewing, canceling, or creating new appointments.
Troubleshooting1 min
OpenCalendar
Practitioner Working Hours
In the Settings menu, under the "Clinic Settings" section, you can edit all working hours in the "Working Hours" tab.
Admin settings1 min
OpenCalendar
Searching in the Calendar
During busy periods, the calendar can become complex. In such cases, you can use the search bar to quickly find the results you're looking for by entering keywords.
Daily use1 min
OpenCalendar
Updating Appointment Duration
Changing the appointment duration may be necessary depending on the procedure and the doctor.
Admin settings1 min
OpenCalendar
Viewing Doctors on the Calendar
On the calendar page, to schedule an appointment, the doctor for whom the appointment will be created must be selected.
Daily use1 min
OpenCalendar
Viewing Patient Appointments
To view a patient's past, canceled, or no-show appointments, you first need to access the patient profile.
Admin settings1 min
OpenSettings
Adding and Removing Users
With Medicasimple, you can update information for users such as phone numbers, email addresses, positions within the clinic, and profile pictures.
Admin settings2 min
OpenSettings
Clinic and General Settings
With Medicasimple, updating your clinic's general settings is quite easy. From the Clinic Settings tab, you can add and update your clinic's: Clinic Name Clinic Email…
Admin settings1 min
OpenSettings
Profile Settings
To change your profile settings, first go to the "My Profile" section under the "User Settings" tab in the Settings menu.
Admin settings1 min
OpenSettings
User Permissions Management
In your clinic, you might not want every employee to have the same permissions or access to all areas.
Admin settings1 min
OpenCommunication
Consent Form
The consent form is essential for ensuring patient and staff safety, strengthening communication with the patient, increasing patient engagement, sharing…
Admin settings1 min
OpenCommunication
Receiving SMS Confirmation for Appointments
To enable SMS appointment reminders, go to the Settings screen and click on SMS Automation under the Communication Settings section.
Admin settings1 min
OpenCommunication
SMS Membership
How to Create an SMS Membership? How to Integrate the System? To send SMS messages via Medicasimple, you need to integrate SMS services with NetGSM .
Admin settings4 min
OpenCommunication
SMS Templates
Create SMS Templates for Your Patients Now that the setup is complete, the next step is to create SMS templates for the messages you want to send to your patients.
Admin settings3 min
OpenCommunication
Sending Individual SMS
You can send SMS to your patients outside of automatic SMS templates and create custom SMS content specific to your patients.
Admin settings1 min
OpenMobile
iPhone and Android App Now Available
You can find the links to our mobile applications below: - iPhone: [Medicasimple on the App Store]( https://apps.apple.com/us/app/medicasimple/id1590141572 ) -…
Daily use1 min
OpenPatients
Adding Patients to Groups and Using Groups
We can add patients to a group in two ways. The first option is to select a group while creating the patient record.
Admin settings2 min
OpenPatients
Creating a Patient Group
Each clinic may have various patient groups, such as those requiring extra care, employees of a specific institution who should receive discounts, or patients who…
Admin settings2 min
OpenPatients
Opening a New Patient Record While Creating a Treatment Plan
If the patient is not registered in the system, doctors or relevant assistants can create a new patient record before setting up a treatment plan.
Daily use1 min
OpenPatients
Patient Deletion
How is a patient deleted? Can I delete a previously registered patient?
Admin settings1 min
OpenPatients
Patient Wall
Patient's entire clinical history and procedures performed on them can be accessed through the patient wall.
Admin settings1 min
OpenPatients
Reasons for Patient Visits
The reason for visits helps you obtain a detailed report on how patients found you.
Admin settings1 min
OpenMost used
Registering a New Patient
You can find the "Add Patient" button on the page where patients are listed by clicking on the "Patients" menu on the left.
Daily use1 min
OpenPatients
Upload Images and Files
To upload visual documents that can be viewed by doctors, assistants, and other clinic staff, first access the patient profile and navigate to the "Media" tab.
Admin settings1 min
OpenReports
Completed Treatment Reports
Completed treatment reports are a reporting page that shows the total of the treatment plans performed for your patients in your clinic.
Admin settings1 min
OpenReports
Missing Patient SMS Communication
In our article "Viewing Missing Patients," we detailed how to access statistics for patients who missed or canceled their appointments.
Admin settings2 min
OpenReports
Online Appointment Request Approval
When patients submit their appointment requests through the link you provided, the number of requests will be reflected as a +1 next to the phone icon, which is…
Daily use2 min
OpenReports
Online Appointment Request Creation
In our article "Creating Online Appointment Links," we discussed how to create the online appointment link to share with our patients.
Daily use2 min
OpenReports
Online Appointment Setup
Medicasimple provides you with the ability to offer online appointments to your patients.
Admin settings2 min
OpenReports
Patient Segments
Patient segments are areas where you can apply filters when searching for your patients.
Daily use3 min
OpenReports
Physician Commission/Entitlement Report
In multi-doctor clinics, doctors may have commissions based on the treatments they perform.
Admin settings2 min
OpenReports
Reports
Reports are crucial for managing your clinic. To access this page, click on the "Reports" icon on the left side.
Admin settings1 min
OpenReports
Treatment Conversion Rate Report
The treatment conversion rate is calculated based on the completion of treatments planned by doctors.
Daily use2 min
OpenReports
Treatment Divident and Doctor Entitlement Calculation Settings
In multi-doctor clinics, physicians may have commissions based on the treatments they perform.
Admin settings2 min
OpenReports
Viewing Missing Patients
For your clinic, it's important that your appointments convert into treatments. Do you know how many of your patients do not show up for their appointments?
Admin settings2 min
OpenSettings
Homepage View
What features are available on the homepage view?
Daily use1 min
OpenInventory
Effective Stock Management
Inventory tracking helps us manage the products used in our clinic. By using the inventory feature, you can easily find answers to questions such as which product is…
Admin settings3 min
OpenAppointments
Completed Tasks
To list completed tasks across the clinic, use the "Completed Tasks" tab in the tasks screen.
Admin settings1 min
OpenAppointments
Creating Recurring Tasks
Every clinic has tasks that need to be done at regular intervals. You can create tasks to repeat at intervals such as weekly, monthly, quarterly, and annually.
Admin settings1 min
OpenAppointments
Task Addition
To manage and track tasks within the clinic, we use the task management screen. To assign tasks to individuals, first, navigate to the task management page and click the "Add Task" button.
Admin settings1 min
OpenTreatment planning
Adding Notes to Treatment Items
Taking notes helps prevent missing important details and increases your efficiency.
Admin settings1 min
OpenTreatment planning
Adjusting the Date of Completion in a Treatment Plan
It is possible to change the dates of the treatment items marked as completed. First, navigate to the treatment plan and locate the treatment item you want to modify.
Daily use1 min
OpenTreatment planning
Applying Discounts to Treatment
Applying discounts in treatment plans is often necessary. There are several ways to apply discounts to a plan.
Daily use2 min
OpenTreatment planning
Creating a New Treatment List
When you log in to the Medicasimple system, the current TDB treatment list will be available by default.
Admin settings1 min
OpenMost used
Creating a Treatment Plan
There are two different ways to access the area where you can create a treatment plan.
Admin settings1 min
OpenTreatment planning
Patient Mouth View
Medicasimple visualizes your patient's mouth appearance and presents it to you. The Patient Mouth View displays the treatments performed for each tooth on a single screen.
Admin settings1 min
OpenTreatment planning
Pediatric Treatment Planning Screen
Children's dental structures and numbers undergo changes until adulthood and differ from those of adults.
Daily use1 min
OpenTreatment planning
Preparing a Multi-Doctor Treatment Plan
In certain situations, multiple doctors may need to perform procedures in the treatment plans you create for your patients.
Admin settings2 min
OpenTreatment planning
Printing a Treatment Plan
Printing a treatment plan and providing it to the patient has a significant impact on the patient's acceptance of the offer.
Daily use1 min
OpenTreatment planning
Selecting Treatment List
When creating a treatment plan, we can select procedures from the active treatment list.
Admin settings1 min
OpenTreatment planning
Treatment Plan Price Adjustment
To apply a percentage discount to specific treatments in the account details, First, click on the Discount and Proforma icon (%) located next to the treatment plan name.
Daily use1 min
OpenTreatment planning
Treatment Plan Status
For each patient, multiple treatment plans can be created and several plans may be actively running simultaneously.
Admin settings1 min
OpenTreatment planning
Treatment Videos
When explaining a treatment to your patient, there may be situations where the patient does not fully understand.
Daily use1 min
OpenTreatment planning
Updating an Incorrectly Added Treatment
Adding the wrong treatment item is a common situation in clinics. With Medicasimple, you can easily delete a wrongly added treatment and quickly update the treatment item.
Admin settings1 min
OpenTreatment planning
Viewing Account Details
With the account details, you can view all treatments applied to and planned for the patient in a single list; you can review which tooth each treatment was applied…
Daily use1 min
OpenNeed help finding the right guide?