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Best Practices

Tips and recommendations to get the most out of DentDock for your clinic.

5 articles Updated: Apr 25, 2026 ~1 min read
1

Daily Workflow

Start each day by reviewing the appointment calendar. Confirm appointments for the day and check for any cancellations. End each day by reconciling payments and updating appointment statuses.

Pro Tip: Set aside 10 minutes at the start and end of each day for these tasks to keep your data accurate.
2

Patient Data Hygiene

Keep patient records up to date. Verify contact information during each visit and update medical history when changes occur. Accurate data improves communication and treatment quality.

3

Using Treatment Plans Effectively

Create treatment plans for all multi-visit procedures. This helps patients understand their treatment journey and ensures all steps are completed and billed correctly.

Note: Treatment plans also help with revenue forecasting and resource planning.
4

SMS Automation

Set up automated SMS reminders for appointments and follow-ups. This reduces no-shows by up to 40% and keeps patients engaged without manual effort.

Important: Monitor your SMS balance regularly to avoid running out of credits.
5

Security Practices

Use strong passwords and enable 2FA for all admin accounts. Review user permissions quarterly and remove access for staff who no longer work at your clinic. Regular security audits protect patient data.

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