How to Start Using DentalManager Cloud

1. What You Need Before You Start

Three things, and none of them is an IT department:

• A browser on any device — laptop, desktop or reception tablet. Nothing is installed, so there is no version to check.
• An internet connection — the same one the clinic already uses.
• A Google account — sign-in runs through Google, which is also how invitations reach your team.

There is no hardware to buy, no licence key to receive and no engineer to schedule. If you want to see the whole product before committing, the complete DentalManager Cloud product tour walks through every module in the order below.

2. Create Your Account (2 Minutes)

1. Open dentalmanager.myarassoftware.com and choose Sign in with Google.
2. Pick the Google account that should own the clinic workspace — usually the practice owner's or the main administrative account.
3. Confirm the clinic name. That is the whole setup: no credit card, no form, no setup fee.

3. Invite Your Team and Assign Roles

Do this on day one, before the first patient. Each person receives an email invitation and one role:

The rule underneath the table: only dentists and admins create or edit sessions, register payments and print certificates, prescriptions and payment statements. Reception can run the entire day without ever touching the financial layer — which is both faster and safer than one shared login for everyone.

How each role behaves in the live system is also covered in how to manage patient records in DentalManager.

4. Register Your First Patients

Do not try to import everything at once. The useful split is:

1. Active patients — anyone with an appointment in the next few weeks. Register them first; they are the ones the calendar will ask for tomorrow.
2. Open balances — patients with money to collect, so their balance appears in the pending lists from day one.
3. Archive and history — the rest, in batches over the following days when there is time.

Creating a patient is a one-screen operation: basic data, contact details, done. The full walkthrough is in how to create a patient in DentalManager.

5. Book Your First Real Appointment

This is the moment the software either starts earning its place or stays a project. Book an appointment that genuinely exists — tomorrow's cleaning, this afternoon's check-up — and watch what happens:

• The visit appears in DentalManager's schedule and, through two-way Google Calendar sync, in the dentist's own calendar.
• Automatic reminders and confirmations go to the patient, which is where no-show reduction actually starts.
• From that appointment on, the day can be run from the schedule instead of from a notebook.

Every scheduling option — durations, dentists, cancellations — is detailed in how to schedule an appointment in DentalManager.

6. Register Open Treatments and Payments

Money is where a practice management system proves itself, so it is worth doing properly in the first week:

1. Add the treatments in progress — what is planned, what has started, what remains. Each one carries a status: OK, PENDENTE or ATRASADO.
2. Record payments as they happen, so balances stay current instead of being reconstructed later.
3. Open the dashboards — pending and overdue lists per dentist and per patient. Those two screens replace the monthly spreadsheet ritual.

The workflow from treatment plan to collection is explained step by step in how to manage treatments in DentalManager and how to track payments in DentalManager.

And one boundary to know from the start: DentalManager Cloud is built for appointments, records, treatments and payments — not for insurance claims processing. If claims automation is critical in your market, keep it on your checklist while you evaluate (see DentalManager Cloud vs. traditional dental software).

7. Your First-Week Checklist

8. Mistakes to Avoid in the First Week

• One shared login for everybody. It destroys the permission model: use invitations and roles, so a secretary cannot edit payments and the audit trail stays meaningful.
• Trying to migrate a decade of history on day one. Batches work; heroic imports fail — and take the whole team's goodwill with them.
• Bookings kept "just this week" in the old calendar. Parallel running has an expiry date; after the first week, the software must be the only place new visits are written.
• Registering patients but not treatments. Without open treatments there are no balances, and without balances the pending dashboard — the most useful screen in the system — stays empty.
• Skipping the demo decision point. The 7-day trial exists to find out whether it fits before any commitment; use it, and if it does not fit, walk away — there is no contract.

If your clinic currently runs on installed software and you are weighing the change itself first, start with the comparison: is cloud dental software safe answers the security question, and the product tour answers the "does it do my job?" question.

What the First Month Looks Like

By the end of week one, the schedule and the money live in one system. By week two, the habit is set: appointments created at the desk, confirmations sent automatically, payments recorded when they happen. By week four, the two screens that change a practice manager's month are routine — the pending list per dentist and the overdue list per patient, both current without anyone building a spreadsheet.

The subscription is $20 per month for the whole clinic, up to 4 dentists, every feature, no setup fee, no contract. Nothing else is waiting on the other side of the trial: no implementation project, no per-seat invoice, no upgrade timeline. Start it, run one real week, and keep it only if week two is easier without it — which it will not be.

Frequently Asked Questions: Starting With DentalManager Cloud