Quick Start Guide

Step 1: Sign Up

Open app.in.odento.app/signup in your browser and select Dentist as your account type. Enter your email address and create a password, then verify your email using the OTP sent to your inbox.

If your clinic is already on Odento, ask your practice administrator to send you an invitation link instead. Invited users skip the email verification step and are added directly to the clinic's roster.

Step 2: Complete Your Profile

After verifying your email, the setup wizard prompts you for the essentials. You can fill in everything in one sitting or come back later — your progress is saved automatically.

• Personal details: Full name, profile photo, phone number
• Professional credentials: Dental registration number, specialization, years of experience
• Clinic information: Clinic name, address, working hours, chair count
• Notification preferences: Choose WhatsApp, SMS, or email for appointment reminders

Step 3: Add Your First Patient

Navigate to Patients in the sidebar and click Add Patient. Enter the patient's name, phone number, date of birth, and gender. Odento automatically checks whether a patient with that phone number already exists across the platform to avoid duplicate records.

Fill in the optional fields for a richer record:

• Medical history: Chronic conditions, previous surgeries, current medications
• Allergies: Drug allergies, material allergies (e.g., latex), food allergies
• Demographics: Address, occupation, emergency contact
• Insurance: Provider name, policy number, coverage details

If the patient has an ABDM (Ayushman Bharat Digital Mission) health ID, enter it to link their records. This enables cross-provider record sharing with patient consent.

Step 4: Schedule Your First Appointment

Go to Appointments and click any open slot on the calendar. Select the patient you just created, choose the appointment type (consultation, cleaning, root canal, etc.), and confirm. The appointment appears on your calendar immediately.

Odento sends an automated confirmation to the patient via your preferred channel (WhatsApp by default). You can customize reminder timing in Settings › Notifications — for example, send a reminder 24 hours before and again 2 hours before the appointment.

Appointment created
  Patient:    Priya Sharma
  Type:       Consultation
  Date:       15 Jan 2025, 10:30 AM
  Chair:      Chair 1
  Duration:   30 min
  Reminder:   WhatsApp sent ✓

Step 5: Send Your First Invoice

After the appointment, open the patient's record and click Create Invoice. Add the procedures performed, and Odento auto-fills the price from your treatment pricing template. Apply any discounts, add taxes (GST is configured per your state), and click Send.

The patient receives an invoice via WhatsApp with a secure payment link powered by Razorpay. They can pay using UPI, cards, net banking, or wallets. You'll see the payment status update in real time on your dashboard.

What's Next

You've completed the basics. Here's where to go from here:

• Set up treatment plans and pricing — create reusable templates for common procedures
• Explore reports — track revenue, patient flow, and practice performance
• Run through a full appointment — check-in, treatment notes, and post-visit workflow