Principle Tutorials
By Praxis and 2 others3 authors122 articles
Setting up your Prescriptions
How to edit a paid invoice
How to Clear Browser Cache to Improve Performance
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