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
How to create a treatment plan, list procedures for a patient, and understand the main ways to add treatments to the plan.
Admin settings2 min
OpenRecently added
Inventory
Inventory Management
Track products, stock entries, distributions, counts, critical limits, and inventory reports from one Medicasimple workflow.
Admin settings4 min
OpenSettings
Assigning an Assistant to the Doctor in Charge
Assign an assistant to the responsible doctor so daily coordination, patient follow-up, and chairside work are easier to route inside the team.
Admin settings3 min
OpenCommunication
Collecting GDPR Consent
Use the updated consent flow to send a consent link automatically after patient registration, let patients review the notice, and record their consent without asking for a code.
Admin settings3 min
OpenSettings
Creating a GDPR Notice and Explicit Consent Text
Create a separate notice text and explicit consent text, choose a follow-up form, add patient parameters, and activate the new consent form.
Daily use4 min
OpenCommunication
Customer Experience Form and Google Reviews
Use the customer experience form after a visit to collect structured feedback and guide happy patients toward a Google review.
Best practice3 min
OpenFinance
Installment Payments
Use installment payments to split a treatment fee into planned payment dates and keep the patient balance clear as each collection is recorded.
Daily use3 min
OpenCommunication
Updating GDPR SMS and Email Templates
Check the SMS and email automation templates that send the consent link after patient registration or when a patient needs the link again.
Admin settings2 min
OpenCommunication
Email Integration
Connect an email account via SMTP in Medicasimple and learn how to obtain the SMTP details required for clinic email sending.
Admin settings3 min
OpenAll guides
Finance
Current Accounts
By tracking current accounts, 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 Update
In some cases, it may be necessary to modify the information entered regarding a payment.
Admin settings1 min
OpenFinance
Institution Addition
When adding a payment, there is a field where you can select an institution. We recommend creating institutions 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
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
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
Patient Acquisition Sources
Patient Acquisition Sources help you report how patients found your clinic.
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
Use missing-patient reports to identify patients who missed or canceled appointments and follow up by SMS.
Admin settings2 min
OpenCalendar
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
OpenCalendar
Online Appointment Request Creation
See how patients create an online appointment request after receiving your appointment link.
Daily use2 min
OpenCalendar
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
OpenTasks
Completed Tasks
To list completed tasks across the clinic, use the "Completed Tasks" tab in the tasks screen.
Admin settings1 min
OpenTasks
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
OpenTasks
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
How to create a treatment plan, list procedures for a patient, and understand the main ways to add treatments to the plan.
Admin settings2 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 from Discount and Proforma
Use the Discount and Proforma icon (%) in the treatment plan to open account details and review applied or planned treatments in one list.
Daily use1 min
OpenPatients
Editing Patient Information
How to update patient details, and where to add patient notes, address, and email information.
Admin settings1 min
OpenPatients
Creating a New Patient from the Calendar
How to create a new patient record from the calendar while assigning an appointment to a doctor.
Admin settings1 min
OpenCalendar
Calendar Settings
How to change calendar settings, set the default treatment duration, and manage practitioners' working hours.
Admin settings1 min
OpenTreatment planning
Adding a New Treatment
How to add a new treatment and update the VAT rate, price, duration, and other details of an existing treatment.
Admin settings1 min
OpenFinance
Adding, Editing, and Reporting Clinic-Wide Expenses
How to record clinic-wide expenses such as office, laboratory, service, and cleaning costs, then edit and report them.
Admin settings2 min
OpenFinance
Adding an Expense to a Treatment
How to add laboratory or material expenses to a specific treatment, either from the treatment list or from a patient's treatment plan.
Admin settings2 min
OpenCommunication
Patient-Specific Consent Form
How to create a consent form for a specific patient and share it with the patient for approval.
Admin settings1 min
OpenCalendar
Creating an Appointment from the Calendar Slot
How to create an appointment from the calendar by checking a practitioner's available hours.
Daily use1 min
OpenTreatment planning
Creating a Treatment Plan Template
How to create a template for a treatment plan.
Admin settings1 min
OpenCommunication
🧩 How to Create a Facebook Business Account
The first step before connecting WhatsApp to Medicasimple.
Troubleshooting3 min
OpenCommunication
🧾 How to Verify Your Facebook Business Account
The second step before connecting WhatsApp to Medicasimple.
Admin settings3 min
OpenSettings
Creating a GDPR Notice and Explicit Consent Text
Create a separate notice text and explicit consent text, choose a follow-up form, add patient parameters, and activate the new consent form.
Daily use4 min
OpenCommunication
Updating GDPR SMS and Email Templates
Check the SMS and email automation templates that send the consent link after patient registration or when a patient needs the link again.
Admin settings2 min
OpenCommunication
Collecting GDPR Consent
Use the updated consent flow to send a consent link automatically after patient registration, let patients review the notice, and record their consent without asking for a code.
Admin settings3 min
OpenFinance
Installment Payments
Use installment payments to split a treatment fee into planned payment dates and keep the patient balance clear as each collection is recorded.
Daily use3 min
OpenCommunication
Customer Experience Form and Google Reviews
Use the customer experience form after a visit to collect structured feedback and guide happy patients toward a Google review.
Best practice3 min
OpenSettings
Assigning an Assistant to the Doctor in Charge
Assign an assistant to the responsible doctor so daily coordination, patient follow-up, and chairside work are easier to route inside the team.
Admin settings3 min
OpenCommunication
Email Integration
Connect an email account via SMTP in Medicasimple and learn how to obtain the SMTP details required for clinic email sending.
Admin settings3 min
OpenCommunication
Patient Portal
Activate the Patient Portal, create your clinic portal address, and choose which actions patients can complete online.
Admin settings4 min
OpenSettings
User Language Customization
Set user interface languages so multilingual clinic teams can work in Medicasimple in the language they prefer.
Admin settings1 min
OpenCalendar
Patient Arrival Notifications
Notify the clinic team when a patient checks in so arrivals can be followed in real time from the daily workflow.
Admin settings1 min
OpenInventory
Inventory Management
Track products, stock entries, distributions, counts, critical limits, and inventory reports from one Medicasimple workflow.
Admin settings4 min
OpenCommunication
Automated Surveys and Recalls
Send automated surveys and recall messages to keep patients engaged after visits and support follow-up communication.
Admin settings3 min
OpenSettings
Multi Location
Manage multiple clinic locations from one Medicasimple organization with centralized settings, reporting, and operational visibility.
Admin settings1 min
OpenSettings
IP restriction
Limit Medicasimple access to approved IP addresses so administrators can strengthen security for multi-user clinic environments.
Admin settings1 min
OpenIntegrations
CRM Integration
Connect CRM workflows with Medicasimple so clinics can align patient communication, follow-ups, and operational activity.
Admin settings1 min
OpenCommunication
Custom Email Domain
Send clinic emails from your own domain to improve trust, brand consistency, and deliverability for patient communications.
Admin settings1 min
OpenCommunication
Custom SMS Header
Show your clinic name as the SMS sender so patients recognize appointment reminders and clinic messages more easily.
Admin settings2 min
OpenSettings
User Permissions
Control what each team member can access in Medicasimple by assigning permissions that match their clinic role.
Admin settings2 min
OpenTreatment planning
Multiple Treatment Lists
Create and manage multiple treatment lists for different branches, pricing structures, or patient groups.
Admin settings2 min
OpenTreatment planning
Comprehensive Charting and Notes
Record clinical notes, observations, and treatment details consistently inside the patient file for better care continuity.
Daily use3 min
OpenIntegrations
Integrated Diagnostic Viewing
View diagnostic images and clinical visuals in one place to support more accurate treatment planning and documentation.
Admin settings3 min
OpenDocuments
Configurable Digital Forms
Build custom digital forms for patient feedback, medical histories, surveys, and internal clinic data collection.
Admin settings2 min
OpenTreatment planning
Advanced Treatment Planning
Create detailed treatment plans that support clinical accuracy, patient communication, and multi-step care workflows.
Best practice3 min
OpenDocuments
Configurable Consent Forms
Prepare configurable consent forms so patients can review and confirm treatment information clearly and consistently.
Admin settings3 min
OpenDocuments
Image & File Upload
Upload, organize, view, and export patient images and files such as X-rays, intraoral photos, lab results, and treatment visuals.
Daily use2 min
OpenFinance
Payroll Simplification
Track doctor earnings, paid amounts, and remaining balances to make clinic payroll and commission follow-up easier.
Daily use3 min
OpenFinance
Expense Module
Record, categorize, and track clinic expenses so outgoing payments stay connected to day-to-day financial reporting.
Admin settings2 min
OpenFinance
Accounting Module
Manage clinic financial records by connecting payments, treatments, invoices, and account activity in one structured workflow.
Admin settings1 min
OpenFinance
Payment Plans and Installments
Set up payment plans and installments so patients can pay treatment costs across multiple visits or agreed schedules.
Admin settings3 min
OpenFinance
Multiple Currency
Accept and record payments in multiple currencies so clinics can support international patients and cross-border operations.
Daily use2 min
OpenFinance
Online Payment
Collect patient payments securely through online channels without relying only on manual cash or in-clinic POS payments.
Admin settings2 min
OpenFinance
In-person payment
Record payments made at the clinic, including cash or POS transactions, so patient balances stay accurate.
Daily use2 min
OpenTreatment planning
Educational Media Resources
Use treatment videos and educational media to explain procedures visually and help patients understand proposed care.
Best practice1 min
OpenCalendar
Self-Confirmation and Check-In
Let patients confirm appointments and check in online while clinic teams monitor attendance in real time.
Daily use1 min
OpenCalendar
Online Appointment Booking
Allow patients to request appointments through a custom online link without needing to call or message the clinic.
Admin settings2 min
OpenCommunication
Multilingual Plan
Present and export treatment plans in different languages so patients can understand proposed care more clearly.
Best practice1 min
OpenTreatment planning
Plan Duplication
Copy an existing treatment plan and reuse it for the same or another patient instead of creating it from scratch.
Daily use1 min
OpenCommunication
Communication Logs
Review SMS, WhatsApp, and email communication history from one patient timeline for clearer follow-up tracking.
Daily use1 min
OpenPatients
Patient Activity Feed
See a time-stamped history of patient actions, updates, notes, treatments, and communications in one activity feed.
Daily use1 min
OpenCommunication
Automated Appointment Reminders
Send automatic appointment reminders to patients to reduce no-shows, cancellations, and last-minute coordination work.
Daily use2 min
OpenCalendar
Custom Appointment Types
Define appointment types that match your clinic workflow and make calendar scheduling easier to organize.
Admin settings2 min
OpenCalendar
Online Appointment Request Creation
See how patients create an online appointment request after receiving your appointment link.
Daily use2 min
OpenCommunication
Patient Portal from the Patient View
See how patients experience the portal, from secure login to appointments, profile updates, treatment information, and payments.
Admin settings2 min
OpenIntegrations
App Store: Using the Add-ons Page
Use the App Store page to view add-ons included in your package, see locked add-ons, and understand how add-on purchasing works.
Admin settings1 min
OpenNeed help finding the right guide?