Patient profile

Dental patient records software

One file per patient, holding everything: medical history and alerts, the dental chart, x-rays and photographs, treatment plans, invoices, payments, consent forms and the full timeline of who did what. No folder to fetch and nothing kept in a second system.

MedicalClinicalChartPerioX-RaysNotesGalleryOperationsInvoicesPaymentsTimeline
HM
Harith Al-Mahjoub#52 · P-00052 · 25y · +966 5X XXX XXXX
Insured
DoctorDr. Fatimah Al-Kafi
BranchRiyadh Branch
Balance$1,242
InsuranceMedGulf
Last visit16 Sep 2026
Next visitWed · 11:15
Loyalty points340
Referred byDr. Amr Askar
Total billed$18,420
Penicillin allergyHypertensionConsent signedX-rays · 6
Treatment history
C#26Re-cement crownDr. Fayez$25
C#32Vitallium partial dentureDr. Fayez$4,000
IN#15Crown preparationDr. Fatimah$2,800

Everything about a patient on one screen

The profile opens with what matters before you touch a handpiece: allergies and medical alerts, outstanding balance, insurance company and policy, last and next visit. The tabs underneath carry the clinical detail without making anyone hunt for it.

  • Medical alerts and allergies shown before treatment starts
  • Balance, total billed and loyalty points at the top of the file
  • Insurance company, policy number and coverage limit
  • Referral source, tags and the doctor the patient belongs to
  • Tabs for chart, perio, x-rays, notes, gallery, operations and timeline
A patient profile in the Dentolize app: contact details, medical alerts, treatment history and balance on one screen

The clinical record and the financial record are the same record

A completed procedure becomes a line on an invoice without anyone copying it across. The patient balance on the profile is the sum of what was actually done, so the number the front desk quotes is the number the chart produced.

  • Operations flow into invoices automatically
  • Insurance share, discount and patient share split per line
  • Payments, refunds and credit balance on the same file
  • Quotations the patient signed, kept alongside what was delivered
The medical history screen of a dental patient file, with conditions, allergies and medication flagged

A timeline that answers "what happened here?"

Every appointment, operation, note, payment and message is on one timeline with a name and a timestamp against it. Picking a case up mid-treatment stops being an act of archaeology.

  • Who performed each operation, and when
  • Prescriptions issued and consent forms signed
  • Messages and reminders sent to the patient
  • Changes to the file, with the user who made them
A digital patient registration form completed on a phone instead of on paper

Who works from the patient file

The profile is the screen the clinic spends most of its day on, so it has to serve the chair and the front desk equally.

Dentists

Medical alerts, the chart, x-rays and the treatment plan in one place, with the previous doctor’s notes attached to the tooth they refer to.

Reception

Balance, next appointment, insurance and contact details without opening the clinical record or asking the doctor.

Practice managers

Referral source, tags and lifetime value per patient, so recalls and campaigns go to the right list.

Paper files versus one patient record

A file that lives in one room can only be read in that room, and only by one person.

Doing it by hand

  • Charts in a drawer at one branch
  • X-rays in a separate imaging system
  • Balance worked out on a calculator
  • Consent forms in a folder
  • History pieced together from memory

With Dentolize

  • One file every chair and branch can open at once
  • Images attached to the tooth they belong to
  • Balance derived from the treatment actually done
  • Consent signed on screen and stored on the file
  • A timeline with names and timestamps
Questions

Patient profile — frequently asked

What is in a dental patient record?

Personal and contact details, medical history and alerts, the dental chart with every condition and procedure, x-rays and clinical photographs, treatment plans and quotations, prescriptions, consent forms, invoices, payments and the full timeline of appointments and operations.

Can two people open the same patient file at once?

Yes. The record is on the server, not on one machine, so the dentist at the chair and the receptionist at the desk see the same file and the same balance at the same time.

Can we import our existing patient records?

Yes. Migration is part of setup — we import your patient list and help map it onto Dentolize before you go live, so you start with your history rather than an empty system.

Who can see a patient file?

Access is controlled by permission group. You decide which roles see clinical records, which see financial detail, and which branches a user can reach at all.

Are patient records encrypted?

Yes. Records, images and invoices are encrypted in transit and at rest, and every change is written to an audit log showing who changed what and when.

See Patient profile on your own clinic

Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.

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