Welcome to Principle!
We're so excited that you'll be using Principle as part of your new role.
To help you get started, here are your first few steps...
Activating Principle Account
You have been invited as a User to your organisation's Principle workspace. You should have received an email to activate your Principle account (don't forget to check your Junk Box!).
Follow the prompts to:
Verify your email address
Set a password
Once you have completed these steps, your Principle account is officially activated and you'll be able to sign in to Principle at app.principle.dental.
Activate using a Gmail email address
1. Head straight over to: https://app.principle.dental/login
2. In the "Sign In" section, click on the "Sign in with Google" button to activate your Principle account.
A pop-up sign-in window will appear. Sign in to your Gmail account using your Gmail email address and password.
3. Once signed in, the page should navigate to the Principle home screen. Select your practice location.
4. Your Principle account has been activated.
Clinical Training Video
Click here for a video tutorial that will guide you around Principle and help you complete common Dental Assistant & Practitioner tasks.
Self-Help Guides On Using Principle
Preparing for Appointment Guides
Task | Article |
Preparing for a Patient’s Arrival/Morning Huddle | |
Practitioner Dashboard & Appointment Card Tour | |
Writing & Viewing Patient’s Notes | |
Using the Timeline | |
Patient Profile Tour | |
Edit Patient Profile | |
Add/Update Medical History Form | |
Adding Check-In Tasks | |
Patient Tags | |
Appointment Tags | |
Add Media to Patient File | |
Update Appointment Duration | |
Filling Gaps in Appointment Book | |
Double Bookings |
In-Appointment Guides
Task | Article |
The In-Appointment Workflow | |
Charting | |
Quick Chart Conditions & Treatment Options | |
Adding New Conditions & Treatment Options In-Appointment | |
Treating a Condition | |
Writing Clinical Notes | |
Flag Treatment for Future Consideration | |
Performing a New Patient Package | |
Adding New Treatment to Today’s Appointment | |
Moving Incomplete Treatment from Today Appointment | |
Sterilisation Tracking for Appointment |
End of Appointment Guides
Task | Article |
Adding Items to the Check Out Checklist | |
Creating Automated Tasks/Notifications | |
Communicating the Next Visit to Front Office | |
Editing an Invoice at Check Out | |
Create Medical Certificate/Referral Letters | |
Send Referral Email to Specialist | |
Front Office Check Out |
Getting Support
If you need any additional help using Principle, here is an article on finding support and resources.
We're always happy to help answer any questions, so please feel free to reach out!