Move patient administration one workflow at a time.

Define the information you need

Start with administrative details used for appointments: patient name, contact information and the fields needed to identify the correct record. Avoid collecting extra information without a purpose.

Plan access and check duplicates

Use individual accounts and appropriate roles. Decide who creates and edits information, and review access when staff leave.

Search before creating a patient. Similar names or shared phone numbers do not always represent the same person.

Treat clinical and migration requirements separately

Ask about treatment notes, tooth charts, prescriptions, exports and retention. A contact directory is not proof those workflows exist.

Verify a migration before retiring paper records. Dentiaro does not advertise bulk import or a complete clinical record workflow in this release.

Try a small, authorized workflow

Try patient administration and appointments with appropriate data. Confirm your clinic’s privacy requirements before adopting a system.

See patient information scope ↗