v9 · Dentist practice portal
Dentist portal screens
Staff-only. Not linked from the public website. Start at Screen 1 to walk the full clinic flow.
01Practice staff sign inSplit screen, location selector, 2FA step→
02Performance dashboardKPI ribbon, urgent action centre, activity stream, approval toast→
03Quotation builderCatalog auto-fill, stages, recovery buffers, clinical summary→
04Patient details & invitationMandatory email and residential address, dispatch options→
05Code issued & consultation slipFMB code, copy, printable slip with QR→
06Quotation pipeline8 stage filters, search, contextual actions, detail panel→
07Loan approved alertPackage breakdown and convert CTA→
08Quote-to-tax-invoice converterSection A medical, Section B travel, trust account→
09Invoice dispatchedEmail contents, delivery log, resend, proceed to escrow→
10Milestone trust escrowMilestones, theater lock, payout authorisation→
+Procedure catalogFees, codes, healing buffers, CSV import→
+Team & billingRoles, GDC / CQC numbers, client trust bank details→