Dr Dental IQ
Dr DentalIQ
User Training Guide
🌐 Open System
📚 Training Guide · Version 24

Working with Dr Dental IQ
step by step, from zero to hero

This guide walks you through every part of the platform — from your first login to professional reporting. Designed for dentists, receptionists, technicians and clinic managers. Every step is explained with mockup screenshots.

24
Chapters
100+
Practical Steps
4
Languages
24/7
Support
01

Welcome to Dr Dental IQ

Who is this guide for, and how to use it

Hi and welcome! This guide is designed to help you make the most of every Dr Dental IQ feature in the shortest time possible. Whether you are a dentist, receptionist, clinic manager or lab technician — follow this guide step by step.

This guide is for you if…

  • You are new to Dr Dental IQ and want to learn
  • You have added a new team member and want to onboard them
  • You are looking for a quick fix to a specific issue
  • You want to explore every capability of the platform

How to use this guide

  1. Use the sidebar contents to jump to any chapter
  2. If you are new, follow the chapter order (1 to 20)
  3. Each chapter has hands-on steps — keep the system open and follow along
  4. Pay attention to colored callouts — they highlight important notes

Callout legend

💡
Tip (green)
A trick or suggestion to work faster and better.
⚠️
Warning (yellow)
Something to be aware of — ignoring it could cause errors or data loss.
🚨
Danger (red)
An action that needs care — mistakes here are irreversible.
ℹ️
Info (blue)
Additional context or extra explanation.

Before you start, get these ready

🌐 Stable internet

At least 2 Mbps. WiFi or wired connection.

💻 Modern browser

Recent Chrome, Firefox, Safari or Edge.

📱 Phone with WhatsApp

For login codes and reminders.

🎯 Learning goal

After this guide you should be able to: register patients, schedule appointments, fill an Odontogram, write treatment plans, issue invoices, and pull reports — all independently and professionally.

02

Logging In

First step — secure login and 2FA setup

Login URL

To access the system, open this URL in your browser:

https://drdentaliq.com

Then click the "Login" button at the top corner.

drdentaliq.com/login
🦷

Sign in to Dr Dental IQ

Enter your email and password

owner@yourclinic.com
••••••••
Login

Login steps

  1. Enter email and password Enter the email and password you received at signup. For your first login, a temporary password has been emailed to you.
  2. Change the temporary password After your first login, the system asks you to choose a new password. At least 8 characters, with uppercase, number and symbol.
  3. Enable 2FA (two-factor authentication) Install Google Authenticator or Authy on your phone. Scan the QR code shown. Enter the 6-digit code.
  4. Save backup codes You will be given 10 one-time codes. Keep them somewhere safe — if you lose your phone, use these to log in.
  5. Enter the dashboard Congratulations! You are now in the main dashboard.
🔐
Never share your password
Every user must have their own account. To add a new receptionist, doctor or technician, create a separate account from the "Users" menu (Chapter 5).
💡
Forgot your password?
Click the "Forgot password" link on the login page. A reset link will be emailed to you.
03

Dashboard Overview

The main page — your command center

After logging in, you land on the main dashboard. This page gives you an overview of your clinic. Here we explore each part.

Page layout

app.drdentaliq.com/dashboard
🦷 Your Clinic
📊 Dashboard
👥 Patients
📅 Calendar
📋 Treatment Plan
🩻 Radiology
💊 Prescriptions
🧾 Invoices
🏭 Lab
📈 Reports
⚙️ Settings
📅 Today's appts
12
👥 New patients
3
💰 Revenue
$820
🏭 Lab orders
2
🕐 Upcoming appointments
9:00 — Ahmad Mohammadi — Exam
9:30 — Sara Hosseini — Filling
10:00 — Ali Karimi — Root canal

Dashboard components

📊 Stat cards

Four cards on top: today's appointments, new patients this week, current month revenue, in-progress lab orders.

🕐 Upcoming appointments

List of today's and tomorrow's appointments with time, patient name, treatment type and doctor. Click any item for details.

📈 Revenue chart

30-day revenue trend as a line/bar chart. Compared with previous month.

🔔 Notifications

New patient tickets, payment reminders, new lab orders, allergy alerts.

Quick actions

Shortcut buttons for: register new patient, quick appointment, quick invoice, send WhatsApp.

🦷 Recent activity

List of recent changes: who did what, and when.

Sidebar menu

The main menu on the side contains all sections of the platform:

MenuDescriptionAccess
📊 DashboardMain page with stats and summaryAll users
👥 PatientsPatient records managementDoctor, receptionist, owner
📅 CalendarView and create appointmentsDoctor, receptionist, owner
📋 Treatment plansActive and past plansDoctor, owner
🩻 RadiologyUploaded imagesDoctor, owner
💊 PrescriptionsIssued prescriptionsDoctor
🧾 AccountingInvoices, payments, reportsReceptionist, owner
🏭 LabProsthetic ordersDoctor, owner
📈 ReportsFinancial and operational reportsOwner
⚙️ SettingsClinic and system settingsOwner
💡
Keyboard shortcuts
Ctrl + K — quick search · Ctrl + N — new appointment · Ctrl + P — new patient · Esc — close dialog
04

Initial Clinic Setup

Before you start, complete these items

For invoices, prescriptions and treatment plans to print professionally and for messages to send correctly, complete your clinic settings first.

Go to:

⚙️ Settings Clinic Info

1. Basic information

Smile Dental Clinic
Iraq · Kurdistan
Erbil
60 Meter Street, near Divan Hotel, Floor 2
+964 750 1234567
+964 750 1234567
info@yourclinic.com
💾 Save Changes

2. Logo and branding

  1. Upload logo Click "Upload Logo". PNG or SVG with transparent background, at least 200×200 pixels. This logo appears on invoices, prescriptions, and your public page.
  2. Cover image Cover image for your clinic's public page. Suggested size: 1200×400 pixels. Can be a photo of your clinic or medical team.
  3. Primary brand color Hex color code (like #0d9488) or one of the suggested palettes. This color is used on buttons and important headings.

3. Working hours

Set your clinic's working days and hours. These hours apply to online booking — patients can only book during these times.

DayStatusFromToBreak
SaturdayOpen9:0021:0013 — 14
SundayOpen9:0021:0013 — 14
MondayOpen9:0021:0013 — 14
TuesdayOpen9:0021:0013 — 14
WednesdayOpen9:0021:0013 — 14
ThursdayOpen9:0018:00
FridayClosed

4. Currency and tax

  • Default currency: Dollar (USD), Iraqi Dinar (IQD), or Iranian Rial (IRR)
  • Secondary currency: if you want invoices to show both currencies
  • Exchange rate: manual or automatic from the server
  • Tax: default tax percentage on invoices (optional)
⚠️
After changing the default currency
Previously issued invoices keep their original currency. The change only applies to new invoices.

5. Invoice template and header

Set the invoice header text (e.g. "Dental Clinic…") and footer (registration number, address). These appear on every invoice.

💡
Preview before saving
Before saving settings, click "Preview Invoice" to see a test invoice. If anything needs adjusting, change it now.
05

Adding Users and Staff

Doctor, receptionist, technician — each with a separate account and controlled access

Everyone using the system needs their own account. This gives three benefits: security (each person sees only what they're allowed), accountability (every change is recorded with the user's name), and accurate reporting (e.g. revenue per doctor, performance per receptionist).

Go to:

⚙️ Settings Users & Access

Add a new user

  1. Click "+ Add User" The green button at the top corner of the page.
  2. Enter information Full name, email (used to log in), mobile number, user type.
  3. Choose role One of: Owner, Doctor, Receptionist, Technician, or custom role. Each has different access (see table below).
  4. Set temporary password Set a temporary password. The user must change it on first login.
  5. Send invitation A welcome email with the login link and quick-start guide is sent to the user.

Roles and access (RBAC)

CapabilityOwnerDoctorReceptionistTechnician
View patient records
Edit Odontogram
Issue prescriptions
Issue invoices
View financial reports
Manage users
Clinic settings

Doctor commission setup

For each doctor, you can set a commission percentage or fixed amount. This is automatically calculated from that doctor's invoices.

  1. Go to the doctor's profile Click the doctor's name in the user list.
  2. "Accounting" tab Side tab "Accounting & Commission".
  3. Set percentage or amount For example 40% of invoice amount, or a fixed amount per treatment type.
  4. Save From now on, all invoices for that doctor calculate commission automatically.
ℹ️
Commission report
Each month, in Reports → Doctor Commission, you can view and print a full list of each doctor's commission.
⚠️
Delete vs deactivate
If a staff member leaves, do not deletedeactivate instead. This preserves past reports while preventing further login.
06

Registering a New Patient

A complete electronic record in under 2 minutes

Patient registration is the first thing you do for any new person. Complete info = better treatment and more accurate reports.

Go to:

👥 Patients + New Patient

Or the shortcut Ctrl + P.

Patient form — "Identity" tab

Identity
Medical History
Photos & Attachments
Ahmad
Mohammadi
0012345678
1990/05/12
Male
A+
+964 750 1234567
Erbil
Instagram
30-Meter District, House 228
💾 Save and continue

Required vs optional fields

⚠️ Required

First name, last name, mobile number. Without these three you cannot register a patient.

Optional

National ID, date of birth, address, occupation, blood type. The more you fill, the more accurate the reports.

"Medical History" tab

This tab is clinically very important. Info here is shown on every page dealing with the patient's treatment.

  • Drug allergies — like penicillin, aspirin, local anesthetic. Any item selected triggers a red warning banner across all the patient's pages.
  • Chronic conditions — diabetes, hypertension, cardiac issues, bleeding disorders. Important for prescriptions and surgery.
  • Current medications — what the patient is currently taking. The system auto-checks drug interactions.
  • Smoking status — smoker / non-smoker / former smoker. Affects treatment course and healing.
  • Pregnancy — for female patients, very important for radiology and prescriptions.
🚨
Allergy = red banner everywhere
If a patient is allergic to penicillin, a red banner appears on the prescription, injection, and treatment-plan pages — everywhere. This saves lives. Please fill the history carefully.

"Photos & Attachments" tab

  1. Patient photo Click the upload box or drag a file. JPG or PNG. This photo is used everywhere for quick identification.
  2. National ID scan Optional but recommended — for physical archive.
  3. Insurance documents If the patient has insurance, upload a copy of the insurance card.

Searching patients

To find a patient:

  • Top search bar: by name, mobile, or patient code
  • Advanced filter: by doctor, treatment type, last visit date, city
  • Keyboard shortcut: Ctrl + K — quick search from any page
💡
Import existing data
If you have a patient list in another software or Excel, the Dr Dental IQ support team will import it for you for free. Just send the file via WhatsApp.
07

Working with Odontogram

Interactive FDI tooth chart — the heart of every patient file

The Odontogram is a map of the patient's teeth. 32 teeth, each with 5 surfaces, where you can record the status of each surface separately. A full change history is also kept.

Go to:

👥 Patients [Patient Name] Odontogram tab

Chart structure

Teeth are numbered using the international FDI standard:

  • Upper right quadrant: 11–18 (permanent) / 51–55 (deciduous)
  • Upper left quadrant: 21–28 / 61–65
  • Lower left quadrant: 31–38 / 71–75
  • Lower right quadrant: 41–48 / 81–85

The five surfaces

Mesial

Surface near the midline

Distal

Surface away from the midline

Occlusal

Chewing surface (top)

Buccal / Labial

Outer surface (lip/cheek)

Lingual / Palatal

Inner surface (tongue/palate)

32 × 5 = 160 points

Each one independently recordable!

How to record status

  1. Click the tooth The tooth chart enlarges and its 5 surfaces become clickable.
  2. Pick a surface Click Mesial, Distal, Occlusal, Buccal or Lingual.
  3. Pick a status A small dialog opens with 14 options: healthy, decay, filled, root-canal done, root-canal needed, crown, implant, bridge, extracted, deciduous, impacted, cracked, broken, has note.
  4. Optional note You can add a comment (e.g. "deep decay, possibly needs root canal").
  5. Save The change is recorded instantly. History entry: "Tooth 16, Occlusal, 2026/05/04, Dr. Shilan: decay"

14 recordable statuses

⚪ Healthy 🔴 Decay 🟢 Filled 🔵 Root canal done 🟡 RC needed 🟡 Crown 🟣 Implant 🟣 Bridge ⚫ Extracted ⚪ Deciduous 🟠 Impacted 🔴 Cracked 🔴 Broken 📝 Has note

Event-sourced history

Every Odontogram change is stored as a separate "event". This means:

  • You can see which tooth, on what date, by which doctor, was changed how
  • You can pick a "point in time" — e.g. "Odontogram state 6 months ago"
  • You can compare two points in time to show treatment progress

Print the Odontogram

  1. "🖨 Print" button at the top corner Click this button.
  2. Choose options With/without logo, with/without patient info, color/black-and-white.
  3. A4 print A professional, print-ready PDF is generated. Suitable for physical archive or submission to insurance.
💡
From Odontogram to treatment plan
After completing the Odontogram, click "Convert to Treatment Plan". The system identifies problem teeth and creates a suggested plan. You just edit and price it.
08

Calendar & Appointments

Schedule, move and manage appointments with drag & drop

Go to:

📅 Calendar

Three calendar views

📆 Day view

All appointments for a day with exact times. Ideal for morning prep.

📅 Week view

The whole week at a glance. Ideal for weekly planning.

🗓 Month view

Big-picture month with appointment density (colored heatmap).

Schedule a new appointment

  1. Click the desired time In day or week view, click on an empty slot. Or use the "+ New Appointment" button at the top.
  2. Select patient Type the patient name — autocomplete suggests matches. For a new patient, click "+ New Patient" (registers in the same dialog).
  3. Select doctor and unit If you have multiple doctors, select one. If you have multiple rooms/units, set the unit.
  4. Treatment type Such as: exam, scaling, root canal, filling. This helps the system auto-set the duration.
  5. WhatsApp reminder Tick "Send automatic reminder". 24 hours before, a message goes to the patient's WhatsApp.
  6. Save The appointment appears on the calendar. The patient receives a confirmation message.

Move an appointment with drag & drop

If you need to move an appointment to a different time:

  1. Click and hold the appointment
  2. Drag to the new time/day
  3. Release — system asks for confirmation
  4. Confirm — a reschedule message is automatically sent to the patient
⚠️
Automatic conflict detection
If you try to schedule on an already-booked slot, the system shows a red warning and prevents saving. You can change the time or set priorities.

7 appointment statuses

StatusWhen to use
📝 DraftAppointment booked but reminder not yet sent
📨 Reminder sentMessage sent, awaiting patient confirmation
✓ ConfirmedPatient confirmed — final
⏳ In progressPatient arrived, treatment underway
✅ CompletedTreatment finished
❌ No-showPatient didn't come and didn't notify
⏸ CancelledCancelled before the time

AI no-show prediction

When scheduling, if the patient has a no-show history, a probability indicator is shown:

🤖
AI prediction
"This patient has an 82% chance of not showing up — a phone reminder is recommended."
The AI analyzes history (past no-shows, distance from clinic, treatment type, time of day) to make this prediction.

Block a time slot

If you want to mark a time block as busy (e.g. internal meeting, break, day off):

  1. Click "+ Block Time" (red button at the top)
  2. Enter the date, start and end time
  3. Reason for the block (optional)
  4. Save — this slot also becomes unavailable for online booking
09

Treatment Plan

From diagnosis to patient signature — every step structured

A treatment plan is a "roadmap" for the patient — all steps with prices, session counts and explanations. The patient sees it, approves, signs, and treatment begins.

Go to:

👥 Patients [Patient Name] Treatment Plans + New Plan

Step-by-step plan creation

  1. Plan title Like "Comprehensive Treatment — Phase 1" or "18-month Orthodontics". Specific and descriptive.
  2. Add treatments Click "+ Add Treatment". Pick from the list (exam, scaling, root canal, crown, implant, …) or enter a custom code.
  3. Select tooth Click the desired tooth on the Odontogram. Example: root canal for tooth 16.
  4. Pricing The default price (set in Settings) is shown. Adjust it for this patient if needed.
  5. Sessions and duration E.g. root canal = 2 sessions, each 45 minutes. This helps schedule appointments.
  6. Notes and side effects Important notes, possible side effects, alternative options. These appear on the printed form.
  7. Discount and tax Apply discount here if you give one. Tax is added automatically.
  8. Preview and save Click "Preview PDF" to see how it prints. If everything is fine, save.

12+ predefined treatment types

Exam Scaling Composite Filling Amalgam Filling Root Canal Crown Implant Fixed Prosthesis Removable Prosthesis Orthodontics Surgery Whitening + Custom

Patient digital signature

  1. Show the plan on screen Open it in patient view on your tablet or phone.
  2. Patient signs with finger or stylus A signature box appears. The patient signs on screen as they would on paper.
  3. Save with timestamp The signature is saved in the PDF with exact date and time — legally reliable.
💡
Ready-made consent forms
For high-risk treatments (implant, root canal, surgery), you can attach a ready consent form. These exist in 4 languages and the patient must sign separately.

Progress tracking

Each treatment in the plan has a status:

  • Planned — not yet started
  • In progress — sessions underway
  • Completed — done
  • Cancelled — removed from plan

Total plan progress is shown at the top of the page. E.g. "60% of plan completed".

Convert to invoice

When a treatment in the plan is completed, with one click "Convert to Invoice" issues the invoice for that step:

  1. Select the completed treatment
  2. Click "Create Invoice"
  3. Set installment count (one-time or multi-installment)
  4. Invoice is issued and sent (WhatsApp or print)
10

Radiology + AI

Upload images and smart analysis with GPT-4o

Go to:

👥 Patients [Patient Name] Radiology tab

Upload radiograph

  1. Click "+ Upload Radiograph" Green button at the top of the tab.
  2. Select type Periapical, bitewing, panoramic, cephalometric, CBCT (DICOM), or intraoral photo.
  3. Drag file or select from computer JPG, PNG for regular images. DICOM for CBCT. Up to 20 MB.
  4. Tag tooth (optional) If the image relates to a specific tooth, enter its number (e.g. 16).
  5. Note E.g.: "before root canal", "after filling".
  6. Save The image is uploaded (to Cloudflare R2 — fast and secure).

AI analysis (GPT-4o)

For panoramic and periapical, you can use smart analysis:

  1. Click the image The viewer dialog opens.
  2. Click "🤖 Analyze with AI" Purple button at the top.
  3. Wait (10–20 seconds) The AI analyzes the image. You can do other things in parallel.
  4. Review findings The AI reports:
    ▸ "Suspected decay on tooth 16 — 82% confidence"
    ▸ "Abnormal bone density in zone 26"
    ▸ "Possible apical infection on tooth 46 — 91% confidence"
  5. Approve or reject findings The doctor approves, rejects, or edits each finding. Only approved findings are added to the file.
⚕️
AI is an assistant, not a replacement
AI findings must always be approved by a doctor. The AI is a "radiologist assistant" tool — final diagnosis is yours. A legal warning banner is shown in every AI interface.

Compare two images (before/after)

  1. Click "Compare"
  2. Select two images (e.g. before and after treatment)
  3. A two-column layout shows both images side by side
  4. Synchronized zoom and pan — zooming one zooms the other

Patient gallery

All a patient's images are stored in a date-sorted gallery. You can:

  • Filter by image type (panoramic, periapical, …)
  • Filter by date (e.g. all 2026 images)
  • Download all images as a ZIP
  • Share with the patient via the portal
11

Prescriptions

Quick prescribing, professional print, direct WhatsApp send

Go to:

👥 Patients [Patient Name] + New Prescription

Prescription steps

  1. Add medication Start typing the drug name (brand or generic) in the search box. Autocomplete suggests matches. E.g.: "Amoxicillin".
  2. Dosage and frequency E.g.: 500 mg, every 8 hours. Structured fields — no need to write a paragraph.
  3. Duration E.g.: 7 days, or until medication runs out.
  4. Conditions With food, on empty stomach, before bed, with plenty of water, …
  5. Add more medications Click "+ Add Medication". You can include multiple drugs in one prescription.
  6. Additional notes If there's something special (e.g. "Call us if fever exceeds 38°C").
  7. Preview and print or send A4 or A5, with QR verification code, medical license number, electronic signature.

Automatic drug interaction check

If a drug you prescribe interacts with:

  • The patient's allergies → red warning banner
  • The patient's current medications → yellow warning banner
  • The patient's condition (pregnancy, kidney failure, …) → red banner
🚨
Penicillin allergy warning
If the medical history shows penicillin allergy and you prescribe Amoxicillin, the system shows a red warning dialog before approving: "This patient is allergic to penicillin. Are you sure?" — this saves lives.

Copy previous prescription

If the patient is returning and you want the same previous prescription:

  1. Go to the "Previous Prescriptions" tab
  2. Select the desired prescription
  3. Click "📋 Copy to new"
  4. Edit if needed, then issue

Send prescription via WhatsApp

  1. After issuing the prescription Click "💬 Send to WhatsApp".
  2. Message preview A ready message with the prescription PDF link is shown.
  3. Confirm send The message is automatically sent to the patient's WhatsApp. The patient can download the PDF or show it at the pharmacy.
💡
Customizable prescription template
In Settings → Prescription Template, customize the logo, license number, specialty, and colors. Set once, use forever.
12

Invoices & Accounting

Issue invoices, installments, record payments, financial reporting

Go to:

🧾 Accounting + New Invoice

Issue an invoice

  1. Select patient Type the patient name — autocomplete helps.
  2. Add items Add treatments one by one. You can use "Import from Treatment Plan" — completed treatments are added automatically.
  3. Price and discount Each treatment's default price is shown. Apply percentage or amount discount on each item or whole invoice.
  4. Invoice currency USD, IQD, or IRR. If the patient wants to pay in a different currency, you can set the exchange rate.
  5. Installment setup (optional) If the patient pays in installments:
    • Number of installments (2 to 24)
    • Amount per installment (or split equally)
    • Due date of each installment
  6. Preview and issue Click "🖨 Preview" to see the invoice before issuing. Then "✓ Issue Invoice".

Record payment

When the patient makes a payment:

  1. Go to the invoice
  2. Click "+ Record Payment"
  3. Enter amount, date, payment method (cash, card, transfer, online)
  4. Specify which installment this payment is for
  5. Save — the invoice balance updates

Online payment gateway

The patient can pay online via the portal or a sent link:

🇮🇶 ZainCash

For Iraq and Kurdistan. Patients pay with the ZainCash app.

🇮🇷 ZarinPal

For Iran. Connects to all banks and Shetab cards.

🌐 Stripe

For international payments. Visa/Mastercard credit cards.

Print invoice

  • Official A4 — for archive, insurance, accounting
  • POS thermal receipt — for the small printer at the front desk
  • WhatsApp PDF — sent directly to the patient

Daily financial report

At the end of each workday, see a summary report:

🧾 Accounting Daily Report
  • Number of invoices issued today
  • Today's total revenue
  • Today's payments received (split by cash, card, online)
  • Outstanding patient debts
  • Lab orders issued
💡
Daily cash close
At the end of each day, click "Close Cash". The system generates the daily report and you can reconcile cash with the expected amount.
13

Lab Orders

Prosthesis, crown, implant — direct ordering with live tracking

If your clinic is connected to a prosthetic lab, you can order directly from the system — no phone calls, no SMS, with live 12-stage tracking.

Initial lab connection

(One-time setup)

  1. Get an invite code from the lab Your chosen lab must be a Dr Dental IQ member. Get an 8-character code from them (like DENT-XK29).
  2. Enter the code in the system Path: Settings → Connected Labs → + New Connection. Enter the code.
  3. Lab confirmation The lab confirms the connection. From now on you can place orders.
ℹ️
Your lab not a member yet?
They can sign up free. Direct them to drdentaliq.com/lab. Connection is free for our clinic clients.

Place a new order

  1. Go to the path 🏭 Lab+ New Order
  2. Select patient Patient info is filled in automatically.
  3. Select lab If you have several connected labs, pick one.
  4. Work type PFM crown, Zirconia, bridge, All-on-X, implant crown, full denture, …
  5. Target tooth Pick the tooth/teeth on the Odontogram.
  6. Technical specs Shade (Vita), size, material, special notes.
  7. Upload files Scan (STL), intraoral photo, X-ray. Up to 50 MB per file.
  8. Expected delivery date E.g. 10 working days.
  9. Send The order goes to the lab. They get a push notification.

12-stage order tracking

Each order passes through these stages. At any moment you see where the order is:

1. Draft 2. Sent 3. Received 4. In production 5. Ready for try-in 6. Returned for adjustment 7. Adjustment in progress 8. Ready for delivery ✅ 9. Delivered 10. On hold 11. Rejected 12. Cancelled

Chat with the lab

If you have questions (color, size, model), every order has a chat box:

  • Write a message — the lab sees it instantly
  • Attach photos or files
  • Chat history is always saved

Lab statement

Every clinic has a separate balance with each lab. At month-end:

  • A per-pair statement is auto-generated
  • All orders + payments + closing balance shown
  • You can make a payment (cash, transfer) — record it, the balance decreases
14

Patient Messaging

WhatsApp, SMS, Push, email — one central messaging hub

The system sends important messages to patients automatically, but you can also send manual messages.

Automatic system messages

These messages send themselves at the right time (when enabled):

MessageWhen sentChannel
Booking confirmationInstantWhatsApp + Email
24-hour appointment reminder24 hours beforeWhatsApp
Installment due soon3 days beforeWhatsApp + SMS
Thank-you after visit24 hours afterWhatsApp
Birthday wishBirthday 8 AMWhatsApp
6-month checkup reminder6 months after last visitWhatsApp + SMS

Configure automatic messages

Go to:

⚙️ Settings Messages & Templates
  1. Pick the message type E.g. "24-hour appointment reminder".
  2. Enable/disable If you don't want this message sent, turn it off.
  3. Edit text The default text is shown. You can change it. Use these variables:
    {{patient_name}} · {{appointment_time}} · {{doctor_name}} · {{clinic_name}}
  4. Language Each message in 4 languages (FA/Kurdish/AR/EN). Sent in the patient's mother tongue.
  5. Save Changes apply from this moment.

Send a manual message

To send a manual message to a patient:

  1. Open the patient record
  2. Click "💬 Send Message"
  3. Write the message
  4. Pick the channel: WhatsApp, SMS, or both
  5. Send — see delivery status within seconds

Group campaign

To send a message to a group of patients (e.g. everyone absent for 6 months), see Chapter 16 — Marketing Campaigns.

📊
Message delivery report
Every message is tracked: sent date, delivered to phone, read. If WhatsApp fails, SMS is auto-sent (failover). Reports show delivery and read rates.
15

Public Clinic Page

A dedicated site to attract new patients + online booking

Every clinic gets an automatic public page at:

drdentaliq.com/c/your-clinic-slug

or you can connect it to your own custom domain (e.g. www.smileclinic.iq).

Edit your public page

⚙️ Settings Public Page

Editable content

🖼 Cover image

Large image at the top of the page. 1200×400 px. Can be a photo of the clinic or the team.

📝 About / description

A few sentences about the clinic, its history and specialties. 200–500 words.

👨‍⚕️ Doctors

Photo, name, specialty, background. Each doctor gets a card.

🦷 Services + prices

Treatment list with rough prices (optional). Helps patients know before contacting.

Patient reviews

After a visit, the patient can leave a review. You approve it and it appears on the page.

📍 Address & map

Embedded Google Map + "Get Directions" button.

📱 Social networks

Instagram, Telegram, Facebook, YouTube, TikTok — links.

📞 Contact info

Phone, WhatsApp, email, working hours — all displayed.

Online booking

On the public page, a patient can book without logging in:

  1. The patient clicks “Book online” The large green button at the top.
  2. They pick a doctor, day and time Only free time slots are shown.
  3. They enter their contact details Name, mobile number, treatment type (optional).
  4. WhatsApp verification code A 6-digit code is sent to their WhatsApp to confirm the number is correct.
  5. Final confirmation The appointment is booked. The clinic gets a push notification. Reception gives final confirmation.
🌐
Custom domain
If you want your own dedicated address (for example www.smileclinic.iq) in Settings → Custom domain add it. Our team helps you set it up for free.

SEO & Google presence

Your public page automatically:

  • is indexed by Google
  • meta tags and schema.org are filled in
  • an XML sitemap is generated
  • fast load speed (green Core Web Vitals)

So when someone searches Google for “dental clinic Erbil”, they will likely see your page.

16

Marketing Campaigns

From one-time visitor to lifelong patient

Go to:

📈 Marketing + New Campaign

Step-by-step campaign creation

  1. Campaign title E.g. "Autumn checkup 20% off" or "6-month patient recall".
  2. Campaign goal One of: acquire new patients, win back old ones, promote a specific service (e.g. whitening), holiday greeting.
  3. Patient segmentation Who receives the message? Filter by:
    • Age (e.g. 20 to 40)
    • Gender
    • City
    • Last visit (e.g. 6+ months ago)
    • Past treatment type
    • Referral source
    • Debt (e.g. only patients with zero debt)
  4. Preview list The system shows how many patients fall in this segment. E.g. "423 patients".
  5. Message text Write the WhatsApp or SMS message. You can include a discount code.
  6. Send time Now, or scheduled for a specific day/hour. Recommended: working hours.
  7. Confirm and send The message goes to all patients in the segment.

Ready-made campaign types

🎁 Discount coupon

Single-use or multi-use code, with time and count limits.

🎂 Birthday wishes

Automatic message + gift (free checkup, discount).

🌙 Holidays

Norouz, Ramadan, Eid al-Fitr, Christmas, New Year.

Loyalty program

Each visit = points. 100 points = a free session.

👥 Refer a friend

Patient refers a friend, both receive a gift.

🦷 Checkup reminder

6 months after last visit, automatic.

Campaign ROI report

After sending, you see a live report:

  • Sent: how many messages went out
  • Delivered: how many reached the phone
  • Read: how many opened it
  • Clicks: how many clicked the booking link
  • Booked: how many actually booked
  • Revenue generated: total amount of treatments performed
  • ROI: profit ratio to campaign cost
🤖
Smart campaign suggestions
The AI automatically suggests: "You have 45 patients who haven't come for 6+ months. A checkup-discount campaign will likely bring back 12 of them." Activate with one click.
17

Reports & Analytics

20+ ready reports, Excel & PDF export

Go to:

📈 Reports

Financial reports

💵 Daily / monthly revenue

Trend chart, currency breakdown, comparison with the previous period.

👨‍⚕️ Revenue per doctor

Total, commission, net — by month and treatment.

🦷 Revenue per treatment type

Which treatments are most profitable? Top 10.

💸 Clinic expenses

Rent, salaries, materials, marketing — as a % of the total.

📊 Net profit

Revenue − expenses = real profit. Monthly trend.

Patient debts

List of patients in debt + days overdue.

Operational reports

📅 No-show rate

What % of patients miss appointments? By day and hour.

Average treatment time

How long does each treatment take? Which doctor is fastest?

👥 New vs returning patients

% of new patients this month, by referral source.

🎯 Acquisition channel

Instagram, Google, WhatsApp, referral — which is best?

Patient satisfaction

Average stars, 12-month trend, review keywords.

📦 Lab report

Order count, turnaround time, rejection rate, cost per clinic.

How to build a report

  1. Pick a report from the side menu
  2. Time range — e.g. “this month”, “last 3 months”, or a custom date
  3. Filters — specific doctor, treatment type, city, currency
  4. Display type — table, line chart, bar chart, pie chart
  5. Apply — the report is shown on screen
  6. Export — Excel, PDF, or direct print

Scheduled reports

You can define recurring reports that are automatically emailed to you:

  • Daily report — every day at 8 AM the next morning
  • Weekly report — every Monday
  • Monthly report — the 1st of each month
📊
Connect to Power BI / Tableau
If you want to work with professional BI tools, in Settings → API get an API key. Then connect your data directly to Power BI, Tableau or Google Data Studio.
20

Inventory & Stock

Track materials, set minimums, get low-stock alerts

Keep every clinic consumable under control — anesthetic, composite, gloves, burs and more. The Inventory page shows current stock, total value, and warns you before anything runs out.

📦 Inventory

What you see

📦 Total items

How many distinct materials are tracked.

💰 Inventory value

Total worth of stock on hand, in IQD.

⚠️ Low-stock alerts

Count of items at or below their minimum.

📋 Per item

Current quantity, minimum, unit price and status (in stock / low).

Add or edit an item

  1. Open the path 📦 Inventory+ New Item
  2. Fill the fields Name, current quantity, minimum threshold, unit price, and unit (cartridge / box / pack).
  3. Save The item appears in the list with its status.
  4. Edit later Use the eye icon on any row to view or update it.
💡
Set realistic minimums
Choose a minimum that gives you enough time to reorder. When stock drops to it, the item is flagged as low and counted in the alert card.
25

Backup & Data Export

Download a full backup, import patients from Excel

Your clinic data is yours. Download a complete backup whenever you like, or bulk-import patients from a spreadsheet.

💾 Backup

Download a backup

🧩 Full JSON (.json)

Every table in one file — ideal for migration or re-import.

📊 Full Excel (.xlsx)

Each table on its own sheet — easy to read and review.

☁️
Keep a copy off-site
Download a backup monthly and store it in the cloud (Drive, Dropbox). The server also runs automatic daily backups — this is your own extra safety copy.

Import patients from Excel

  1. Download the sample template It has the exact column layout the system expects.
  2. Use the required columns fullName, phone, gender, dateOfBirth, address, allergies.
  3. Choose your file and upload The system reads the rows and adds the patients.
  4. Or enter data manually Use the manual-entry option for a few records.
⚠️
Match the column names exactly
If a column name differs from the template, that field may be skipped on import. Keep the header row unchanged.
18

Suggested Daily Routine

A sample workflow from morning to night

If you are new and unsure which feature to use when, follow this routine. After a week, you will find your own rhythm.

☀️ Morning routine (9:00 — 9:15)

  1. Log in and check the dashboard See how many appointments today, how many new patients booked overnight, any important notifications.
  2. Check the calendar Open day view. Review the appointment order. Resolve any conflicts or issues.
  3. Check patient messages The “Chats” tab — if a patient messaged from the portal, reply.
  4. Lab orders Check if new orders arrived or any status changed.

🦷 During the day (9:15 — 20:00)

For each patient:

  1. Open patient record Click the appointment in the calendar — it opens the record directly.
  2. Check medical history Review warnings (allergies, conditions). 10 seconds — could save a life.
  3. Perform treatment Odontogram, treatment plan, radiology — whichever is needed.
  4. Prescription & notes After treatment, write a prescription (if needed). Explain it to the patient.
  5. Mark appointment as "Completed" One click. The system automatically schedules the thank-you message.
  6. Issue an invoice (reception) Reception issues the invoice, the patient pays, the receipt is printed.

🌙 End of day (20:00 — 20:15)

  1. Close daily cash Open the daily report. Reconcile amounts with cash and card.
  2. Confirm tomorrow's appointments Glance at tomorrow's schedule. Send a message to anyone who hasn't confirmed.
  3. Check reminders See which patients receive reminders tomorrow. Make sure the messages look right.
  4. Sign out safely Click "Logout" — especially if the computer is shared.

📅 Weekly tasks (Saturdays)

  • Review weekly revenue report
  • Review patients with debt — installment reminders
  • Overdue lab orders
  • Reply to patient reviews on the public page

📆 Monthly tasks (1st of each month)

  • Last month’s financial report + comparison with previous months
  • Last month’s doctor commissions (payout)
  • Lab invoice (settlement)
  • Plan the new month’s campaign
  • Update prices (if needed)

💡 A golden tip

Spend 30 minutes every week reviewing the reports. This helps you spot trends early — e.g. “the no-show rate is rising” or “the last campaign had poor ROI”. Fast financial decisions make a big difference.

19

FAQ & Troubleshooting

Answers to 15 common questions most users have

❓ General questions

1. What if the internet goes down?

The platform runs as a PWA. Many features work offline (viewing records, Odontogram). Changes are queued and auto-sync when internet returns. For extra safety, keep a 4G modem as backup.

2. Is our data safe?

Yes. Each clinic has an isolated database. PBKDF2 encryption, 2FA, full audit log, daily backups. We never access your data — even support can only view with your permission.

3. How do I change my password?

Click your name (top corner) → My Profile → Security → Change Password. Enter current + new + confirm new. Save.

4. What if a staff member leaves the clinic?

Go to Settings → Users. Click the user. Press "Deactivate" (not delete). Their past data is preserved; they just can't log in anymore.

❓ Patient & appointment questions

5. The patient has no mobile. How do we register them?

Although a mobile number is required, you can use a family member's number (spouse, parent, child). Note in the comments whose phone it is.

6. How do we restore a cancelled appointment?

Open the appointment (calendar or patient file). Click "Change Status" and switch back to "Confirmed". If the time has passed, create a new appointment with a new date.

7. What if a patient is a no-show?

Change appointment status to "No-show". The system tracks no-show history and the AI warns you on future appointments. You can send a follow-up message.

❓ Prescriptions & invoices

8. I wrote the prescription wrong. How do I fix it?

If not yet printed: open the prescription, click "Edit", fix and save. If already printed and given to the patient: "Void" the prescription (with a reason) and issue a new one. The void record is kept.

9. I issued the wrong invoice. What do I do?

Open the invoice, "Void" it (with a reason). Create a new invoice. The old one stays in the archive marked "void" — never deleted (for accounting).

10. A patient isn't paying installments. What should we do?

The system auto-sends a reminder 3 days before due. If still unpaid, you can send a manual follow-up message. The "Patient Debts" report lists all debtors by priority.

❓ Technical issues

11. The page loads slowly. What do I do?

1) Test your internet (5+ Mbps recommended). 2) Clear browser cache (Ctrl + Shift + Del). 3) Use up-to-date Chrome or Firefox. 4) Still slow? Contact support.

12. Image won't upload.

Check: 1) Correct format (JPG, PNG for regular photos). 2) Size under 20 MB. 3) Internet not down. If still failing, compress with the TinyPNG app.

13. WhatsApp message not arriving.

1) Verify the mobile number with country code (like +964). 2) Check if the patient blocked you. 3) If still failing, see delivery status in the messages report.

❓ Support

14. How do I reach support?

Four ways: 1) Support WhatsApp (fastest, < 2-hour reply). 2) In-app ticket (Settings → Support). 3) Email. 4) Phone call (during business hours).

15. What if I want in-person training?

For clinics on the "Lifetime" plan, in-person/online team training is free. Others can order separate training services.

21

Affiliate & Commission Program New

Passive income from referring new clinics

Dr Dental IQ has a complete referral program that allows people to refer new clinics and earn lifetime commissions. This is one of our main growth channels.

How it works

  1. Sign up as an affiliate at drdentaliq.com/affiliate/signup
  2. Receive a unique code — like DENT-AHMAD-2026
  3. Share the link like drdentaliq.com?ref=DENT-AHMAD-2026
  4. Earn commission — every clinic that signs up via your link earns you 15% commission and gives them 10% off

Benefits for referred user

🎁 10% Discount

On first purchase (Yearly $449 instead of $499).

🎯 Extended Trial

5 days free + 2 extra days with a referral code.

Affiliate dashboard

After login at drdentaliq.com/affiliate/login:

  • Live stats — clicks, signups, conversions, earnings
  • Referral list — every referred clinic
  • Payouts — payment history and withdrawal requests
  • Settings — banking info, password
💡 Note: Commission paid on first purchase or yearly renewal — but it's lifetime.

Commission payout

MethodMin AmountPayout Time
Iraqi bank account$503-5 business days
ZainCash$30Instant
USDT (TRC20)$2024 hours
PayPal$1001 week
22

Online Payments with ZainCash New

Iraq's native payment gateway

The system supports ZainCash as the primary payment gateway for Iraq.

Prerequisite: ZainCash Merchant Account

  1. Visit ZainCash HQ or call 5151
  2. Request a Merchant Account
  3. Prepare clinic documents and ID
  4. After approval, you receive Merchant ID and Secret Key

Setup in the system

Navigate to Settings → Payments → ZainCash:

🏪 Merchant ID

Your merchant identifier.

🔑 Secret Key

Encryption key. Never share.

🧪 Test Mode

Test in Sandbox first.

📨 Callback URL

Set automatically.

Patient experience

  1. Patient sees the invoice
  2. Clicks Pay with ZainCash
  3. Redirected to ZainCash payment page
  4. Pays with ZainCash mobile app
  5. Invoice automatically marked paid
⚠️ ZainCash fee: 2.5% per transaction.

Other available gateways

GatewayRegionStatus
ZainCashIraq✅ Active
FIB PayIraq🆕 Soon
Qi CardIraq🆕 Soon
StripeInternational⏳ Testing
Bank transferAll✅ Active
23

Dr Dental IQ Mobile App New

Your entire clinic in one app — Android & iOS

The mobile app lets you manage your clinic from anywhere.

Download the app

📱 Android

From Google Play. Search: Dr Dental IQ.

🍎 iOS

From App Store. On iPhone and iPad.

Sign in

Use the same email and password as the web. Accounts are unified.

🔐 Biometric login: Touch ID or Face ID for fast access.

Key features

👥 Patients

List, search, add/edit, history

📅 Calendar

Daily and weekly views

💰 Invoices

View, pay via ZainCash

📸 Image upload

From phone camera

🔬 Lab orders

Create, track status

🔔 Notifications

Appointments, payments

Who uses the app?

  • Dentist — view day's schedule
  • Receptionist — phone bookings
  • Technician — track lab orders
  • Manager — daily financial reports
24

Privacy, Security & Notifications New

GDPR, encryption, real-time updates and Cookie Consent

Dr Dental IQ uses cutting-edge security to protect clinic and patient data.

Data security

🔐 TLS 1.3 Encryption

All communications encrypted.

🔒 PBKDF2 Passwords

600,000 iterations.

📲 Two-factor auth

2FA with Google Authenticator.

💾 Daily backups

Every night.

Legal documents

  • Privacy Policydrdentaliq.com/privacy
  • Terms of Servicedrdentaliq.com/terms
  • Cookies Policydrdentaliq.com/cookies

Cookie Consent (GDPR)

TypeDescriptionCan disable?
Essentialsession, language, CSRF
Functionaltheme, UI settings
Analyticalusage stats

Real-time notifications

  • New appointments appear instantly
  • ZainCash payments without refresh
  • Toast notifications on lab order updates

Push notifications (mobile)

📅 New appointment

When booked by receptionist

💵 Payment received

When payment confirmed

📦 Lab ready

When lab updates

💬 Patient message

When patient replies

🛡️ Our commitment: Dr Dental IQ complies with European GDPR.
24

Contact Support

We are here for you

If you have an issue or a question in any part of the system, the Dr Dental IQ support team is ready to help.

Contact channels

💬 Support WhatsApp

Fastest way · usually replied in under 2 hours during business hours.
Number: [enter your number]

📧 Email

For more complex issues or file attachments. Reply within 4 hours.
Email: support@drdentaliq.com

🎫 In-app ticket

From within the system: Settings → Support → + New Ticket. Tracked in place.

📞 Phone call

For urgent matters. Business hours 9 AM to 9 PM.
Phone: [enter your number]

🎥 Online meeting

For training or solving complex issues. By prior arrangement.
Zoom · Google Meet · Teams

🌐 Full documentation

Online guide with search and videos.
URL: docs.drdentaliq.com

Before contacting, prepare these

  • Issue description — what you tried, what happened, what error message appeared
  • Browser and OS — Chrome on Windows, Safari on iPhone, …
  • Screenshot — if you see an error page, take a screenshot and send it
  • Your account email — so we can find your account

Guaranteed response time

PriorityExampleResponse time
🚨 CriticalSystem down, can't log in< 30 minutes
⚠️ ImportantA feature isn't working, affects work< 2 hours
📝 NormalQuestion, training needed< 4 hours
💡 SuggestionNew feature request< 48 hours

🤝 Our commitment to you

We don't just sell a product — we offer a long-term partnership. Every clinic, regardless of plan, has a dedicated Account Manager who is your first point of contact and last reference for all matters. When you succeed, we succeed.

Your feedback matters

If you have suggestions for improvement, or want a new feature, share with us. We release 1–2 new versions per month and many features have been added based on user requests.

Click anywhere to close