Principle Tutorials
By Praxis and 2 others3 authors124 articles
- Permissions & Roles
- Getting Started with Principle
- Adding Provider Information to Staff Accounts
- How to Integrate Tyro into your Principle Account
- Tyro Troubleshooting & Support
- How to Roster Staff
- Setting a default chart dentition
- Setting Up Transaction Types for Manual Payments
- Fee Schedules
- Setting Up Automated Notifications (Email & SMS)
- Setting Up Automated Tasks
- Document Templates
- Setting Header & Footers for Document Templates
- Adding Products to Principle
- Using Snippets
- Managing Tags
- Getting Help
- Sterilisation Tracking Feature Guide
- Custom Forms
- Enabling Recall Settings
- Setting Up 2-Step Authentication
- Adding a Patient to the Waitlist
- Booking a Patient Appointment
- Using Appointment Tags
- Manually confirm or revert the status of an appointment
- How to reschedule an appointment
- Cancelling an Appointment
- Updating Appointment Duration
- How to double book
- Booking in patients according to their treatment plan
- Booking an appointment that matches the patient's treatment plan
- Online Bookings and Appointment Requests
- Creating and Paying for an Invoice
- Pending Payments Report
- Refund an Invoice
- Cancel and Replace an Invoice
- Editing an Invoice
- Processing Payment
- How to view all of a Patient's Invoices
- Adding Health Fund cards to the Patient Account.
- How to add a Deposit (Account Credit) to an Account
- Taking payment for an invoice
- How to change the Practice on an Invoice
- How to add a Product to an Invoice
- The In-appointment Workflow
- Charting
- Mark teeth that are missing
- Charting a Condition
- Charting Multi-Treatments
- Performing a New Patient Package
- Performing a Periodontal Exam
- Adding a missing or new Condition/Treatment during an appointment
- Performing Treatment Plan
- Treating a Condition
- Creating an Automated Task or SMS/Email In-Appointment or at Checkout
- Communicating Next Appointment to Front Office
- Adding Items to the Check Out Checklist
- Chart a Treatment