Welcome to Principle!
As soon as you activate your Principle account by clicking the link sent to your email, you’ll have access to your Principle workspace.
You can personalise sections throughout your workspace to really get the benefits of using Principle's workflows. You can automate your interactions with patients, contacts, labs, and staff, and elevate your dental practice's general management.
Jump to a section of this article:
1. Practice Setup
In the main menu click Settings then find the Practice heading.
Click and set up the following:
General: add the email, phone number, and address of your practice. Click Save Changes
Opening Hours: edit the opening hours of the practice for each day by clicking into the Pencil, updating the information then clicking Save.
Integrations
Tyro Settings: pair your Tyro terminal/s. For more information, head to Tyro.
2. Roles
A role is a collection of privileges that can be assigned to users. These privileges need to be set up before adding users and will determine what a user can do in your Principle workspace. For example, a practitioner would have a different set of privileges to a receptionist. A user can be assigned multiple roles.
In the main menu click Settings then find the Workspace heading.
Click Roles.
Click Create Role, then name the role.
Click into the Role Name and tick all the boxes to give permission for users in that role.
3. Users
Next, invite your Users to your workspace by clicking Users under the Workspace heading. Set their roles, practice access and upload their profile picture.
Every user will be invited and will log in using their own email address. This can be a work email or a personal email.
4. Staff
Now that you've invited all of your users you'll want to set up the roster for your practitioners.
You'll also want to put all your staff members into their respective teams.
Click on Settings in the main menu, and under the Brand heading click Teams.
Click Create Team and name your team. Click into the team.
Then under staff, start typing the staffer's name, then click onto their name to add them to the team.
To delete them from the team, simply press the rubbish bin icon.
5. Calendar Events
Add significant events in your calendar as a Calendar Event such as public holidays, leave, and practice closed days.
You can also add a 'Rostered On' calendar event to extend a practitioner's normal rostered hours. For example, if a practitioner does not normally work on a Tuesday but decides to cover another practitioner for that day, you can add a 'Rostered On' calendar event for Tuesday from 8am to 5pm (practice opening hours). This will allow appointments to be booked in with this practitioner on that day, during those shift hours.
6. Configurations
Basic Condition, Treatment & Multi-treatment Configurations have been added to your Principle workspace. Please review and update the following configurations to suit your liking:
7. Brands
All information related to your Brand can be configured in the Brands section under Settings in the Main Menu.
General Settings: change/edit the name of your brand
Tags: Adding/editing tags for your calendar events.
Appointment Configurations:
Including Automated Notifications
set up SMS or emails that you would like applied to ALL appointments.
e.g. Appointment Confirmation Reminder text/email - 5 days before the appointment
e.g. Follow us on our social media pages - 1 day after an appointment
set up tasks that you would like applied to ALL appointments.
e.g. Final check all appointments are confirmed - 1 day before appointment
e.g. Send second SMS reminder - 2 days before the appointment
Document Templates: send referral letters, medical certificates and other documents with easy to use templates
Treatment Templates: Choosing which treatments to make available to book online/over the phone.
Products: Add and edit products that your practice sells
8. Fee Schedule
Check/update pricing on Default fee schedule.
Add any other Fee Schedules: CDBS, health fund preferred provider, etc.
9. Snippets
Snippets are templates applied to make writing Clinical Notes easier. You can also apply Snippets to any written field in Principle. Create Global Snippets for the entire team to use or personalise your own Snippets.
10. Getting Help
Support & resources are always available to help you navigate the Principle system. If you can't find your answer, simply reach out to us in the Intercom messenger chat located in the top right corner of every Principle page.