How-to guides
Step-by-step workflows and answers for the tools your team uses every day.
36 guides available
Clinician production figures
Read daily production, recognise its recorded date and recover missing figures.
Read guideGet started, find pages & configure your practice
Join the right workspace, use the setup guide and choose the modules your practice needs.
Read guidePractice settings, profile & account security
Maintain practice details, update your own profile, secure sign-in and understand notification and data controls.
Read guideBilling, subscriptions & invoice status
Review the current staff-based estimate, complete web checkout and manage existing billing safely.
Read guideXero financial performance & cost reports
Import the right financial entity, review reporting periods and verify EBITDA and cost mappings.
Read guideData imports, PMS, Xero & invoice forwarding
Review setup spreadsheets before saving, understand external connections and verify the resulting records.
Read guideMail, team messages & Ask DentalReady
Send practice mail, follow linked work and continue support conversations in your own inbox.
Read guideAccounting, lab invoices & bookkeeper access
Review accounting work, upload lab invoices and record reconciliation without confusing it with payment or export.
Read guideClinician metrics, patient engagement & marketing
Read reports with the right dates and sources, log call outcomes and manage marketing drafts and publishing.
Read guideStaff accounts, profiles & permissions
Invite or link team members, maintain their details and documents, and grant the right dashboard access.
Read guideStaff onboarding packs & document signing
Assign shared policies or personal PDFs, complete signatures and verify account unlocking.
Read guideRecruitment, job listings & candidate accounts
Manage saved job listings, find active candidates and link a successful candidate to Staff while recognising recruitment previews.
Read guideTraining modules, quizzes & competency charts
Find role-appropriate learning, complete modules and distinguish self-ratings from trainer sign-off.
Read guidePerformance reviews and 1:1 check-ins
Prepare formal reviews, run supportive check-ins and keep personal staff records together in Performance.
Read guideCulture, recognition & private Team Pulse
Maintain practice values, recognise colleagues, run culture check-ins and understand Team Pulse privacy.
Read guideDaily Control, reception & follow-ups
Work through today's reception queue, record call outcomes, share handovers and track referrals.
Read guideMorning Huddle & rebooking
Find the right day's huddle, review warnings, print team sheets and record rebooking counts.
Read guideCompliance, sterilisation & safety records
Log and release cycles, trace packs, close the day and maintain incidents, credentials and audit evidence.
Read guideEquipment, faults & maintenance
Register assets, report faults, maintain service history and recurring schedules, and count instruments.
Read guideImplant inventory & component use
Track owned and consignment implants, components, grafts and membranes, including lot, expiry and patient use.
Read guidePractice standards, accreditation & evidence
Set performance expectations, prepare accreditation evidence, record assessor decisions and export cycle audit packs.
Read guideGoals, actions & team playbooks
Turn a measured outcome into assigned work, review progress and share role responsibilities in Projects.
Read guidePractice & personal calendars
Create dated events, manage recurring work and share personal calendars without changing restricted-event access.
Read guideClinical library & analysis tools
Find condition examples, use Patient mode, organise case photos and review clinical analysis output.
Read guideComplete and review training modules
Work through a learning module, confirm your saved result and revisit the content safely.
Read guideDentalReady service invoices
Prepare outgoing service invoices, save a printable copy and track verified payments in the admin area.
Read guideLibrary documents & SOP audiences
Share reference documents with the right job roles and choose who must sign off an SOP.
Read guideReport a bug or suggest a feature
Send feedback and optional bug screenshots to DentalReady for review.
Read guideRoster, attendance & leave
Plan and save shifts, check your roster, clock in, correct times and request leave.
Read guidePayroll, timesheets & Xero checks
Resolve generation blockers, review working hours and leave, then check the recorded export against Xero.
Read guidePetty cash & monthly carry-over
Record cash movements, carry the previous month's running balance and reconcile against the cash actually counted.
Read guideStock requests, orders & deliveries
Keep the catalogue usable, request supplies, track ordering, receive partial deliveries and finish stocktakes.
Read guideChecklists & shared routines
Create the right tasks, understand who sees them, submit completed work and hand off unfinished tasks.
Read guideMeeting records & acknowledgements
Prepare agendas, record minutes, gather suggestions and distinguish reading from signing off.
Read guideNoticeboard & team updates
Post clear updates for the right audience, read notices from staff home and find replies.
Read guideCase tracking & outcomes
Record treatment-plan decisions, follow pending plans through acceptance, and compare cancellations, late cancellations, FTA and rescheduling over time.
Read guideMessage the DentalReady admins
If a workflow guide doesn't answer your question, choose Ask DentalReady in that guide. Your question goes to the DentalReady admins, who can reply to your DentalReady Mail. You can continue the conversation there.
To report a problem or suggest an improvement, use Send feedback in the app and choose Report a bug or Request a feature.
Unable to sign in? Email hello@dentalready.com.au with your practice and the time you requested help. Never send a password, reset link or invitation token.
Frequently asked questions
Where do I find help for a particular feature?
Search the how-to guides on this page, choose a topic and select For staff or For managers. Inside a supported page, How to use this opens the same instructions without leaving your work. The audience selector changes the instructions, not your account permissions.
Getting started guideWhy is a page or button missing from my account?
Check the displayed practice and whether you are using the staff or manager view. Enabled modules, staff permissions, job roles and device restrictions affect availability. Ask your practice owner to check your active staff profile and access. Installing another app or changing a help audience does not grant permissions.
Settings and access guideWhere are my onboarding documents and training?
Open Onboarding for your assigned starter items and Learn for training and SOPs. Your personal Position Description, KPI documents and contract belong in your own staff account. Practice Library and reusable onboarding packs are for suitable shared material. Dental Assistants should not be assigned clinician-only guides.
Staff onboarding guideDoes a saved draft mean my work is submitted or approved?
No. Check the workflow's confirmation and current status. A saved checklist can still need Submit, a leave request can still be Pending, and payroll generation, approval and Xero verification are separate steps. Each guide explains how to confirm completion. After an uncertain response, check the saved record before creating another submission.
Checklist completion guideCan I use DentalReady without an internet connection?
Use a working connection to load current records and confirm saves. A screen already open on your device is not proof that its data is current or that an edit reached the practice. Keep unsaved details available, reconnect and check the record's saved status. For clocking, use the offered check or retry for the same action rather than creating another punch.
Roster and attendance guideWhere will I receive a reply to Ask DentalReady?
Sign in with an active practice account, open a guide and choose Ask DentalReady. Select the practice if asked, describe the step and error, then Send question. Confirm Your question has been sent and use Open in Mail to follow the conversation. Replies arrive in your DentalReady Mail. Leave out patient details, passwords and access tokens.
Mail and support guideI can't sign in to the app
Use the account email shown on your invitation; a work email alias may be different. Choose Forgot password from the invitation, check the address and junk folder, then return to Sign In & Join Team after resetting. Wait at least a minute before requesting again and use the newest email. Links requested from a native app open that app, so open them on the device with it installed. If no email arrives, ask your owner to check the account address or email the contact above.
The app shows an error on launch
Make sure you're running the latest version from the App Store. If the error persists, fully close the app, check your internet connection, and reopen. If it still fails, sign in to DentalReady in a browser and use Send feedback, then Report a bug. Include your device model and iOS version.
How do I join my practice as a staff member?
Your practice owner sends you an invite link from the Staff section of their dashboard. New users create an account; existing users choose Already have an account? Sign in to join. Use the email shown on the invitation, then choose Sign In & Join Team. Resetting a password does not join a practice. If your invite has expired, ask your owner to resend it.
How do I request a day off?
Open Leave, choose Request Leave, select Leave Type and dates, and check the displayed working-day basis. Complete the required details, then Submit Request. Check My Requests for the saved Pending or reviewed status. Submission is not approval. If the result is uncertain, Refresh My Requests before submitting again.
The kiosk won't accept my clock-in
Check your personal Kiosk PIN in staff Profile, the device's connection and camera access, and that it is connected to the correct practice. An invalid practice token must be replaced in Settings, then entered on the kiosk. Ask your manager to check your active staff profile and today's saved roster. See the roster and attendance guide.
How do I delete my account or my data?
See our data deletion page or email privacy@dentalready.com.au. We process verified requests within 30 days. Some practice-controlled or legally required records may be retained as explained on that page.
I'm a practice owner, how do I get started?
Request a practice account from the website. An account request does not activate a workspace or subscription. Request a demo at dentalready.com.au. Once your practice is set up, follow Setup guide and invite your team from the Staff section of your dashboard. Use the workflow guides on this page, or choose Ask DentalReady in a guide to message the admins.
About DentalReady
DentalReady is an Australian-owned platform for dental practices: staff rostering, training, stock, culture, and candidate screening in one app. Built and operated by dentists.