Principle

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

Creating and applying the right fee schedules

Fee Schedules

Creating, Editing and Deleting Automated Notifications

Setting Up Automated Notifications (Email & SMS)

Creating, Editing and Deleting Automated Tasks

Setting Up Automated Tasks

Using Templates for Patient Communication

Document Templates

Setting Header & Footers for Document Templates

How to add additional non-treatment products such as piksters, toothbrushes etc to your account

Adding Products to Principle

Use snippets as your pre-written templates

Using Snippets

Adding and Editing Patient and Appointment Tags

Managing Tags

Getting Help

How to setup and use Principle's Sterilisation Tracking workflow

Sterilisation Tracking Feature Guide

Learn how to create Custom Forms and send them to your Patients

Custom Forms

Enabling Recall Settings

Setting Up 2-Step Authentication

Praxis Valadez

Jordan Stokes

General Set Up

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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