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

The video lessons are available in Arabic and Kurdish (Sorani) for now, with the subtitles burned into the picture. English and Persian versions have not been produced yet; this written guide covers the same ground in English. Open any lesson below.

A picture tour of the system

Real screenshots of the system in English, from a sample clinic. Click any picture to enlarge it.

Daily work

drdentaliq.com/dashboard

drdentaliq.com/patients

drdentaliq.com/patients/…

drdentaliq.com/appointments

drdentaliq.com/calendar

Treatment and the file

drdentaliq.com/treatments

drdentaliq.com/treatment-plans

drdentaliq.com/prescriptions/new

drdentaliq.com/consents

drdentaliq.com/implants

drdentaliq.com/imaging

drdentaliq.com/insurance/claims

WhatsApp and messages

drdentaliq.com/communications

drdentaliq.com/communications/inbox

drdentaliq.com/communications/log

drdentaliq.com/communications/new

drdentaliq.com/communications/booking-bot

drdentaliq.com/settings?tab=whatsapp

drdentaliq.com/settings/whatsapp-setup

drdentaliq.com/communications/patient-kit

Money

drdentaliq.com/billing/new

drdentaliq.com/installments

drdentaliq.com/expenses

drdentaliq.com/cash-book

drdentaliq.com/subscription

Running the clinic and the lab

drdentaliq.com/inventory

drdentaliq.com/services

drdentaliq.com/scheduling

drdentaliq.com/staff-leaves

drdentaliq.com/lab-orders

drdentaliq.com/lab-partners

drdentaliq.com/referrals

Reports and control

drdentaliq.com/reports

drdentaliq.com/reports/advanced

drdentaliq.com/reports/kpi

drdentaliq.com/ai-insights

drdentaliq.com/audit

drdentaliq.com/backup

drdentaliq.com/settings

drdentaliq.com/guide

drdentaliq.com/support

Signing in and the public page

drdentaliq.com/login

drdentaliq.com/portal/login

drdentaliq.com/c/your-clinic

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

Before you start, get these ready

Login URL

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

https://www.drdentaliq.com

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

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.

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

Dashboard components

Sidebar menu

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

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

Go to:

1. Basic information

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.

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)

5. Invoice template and header

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

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:

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)

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.

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

Go to:

Or the shortcut Ctrl + P.

Patient form — "Identity" tab

Required vs optional fields

"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.

"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

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:

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

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

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.

Go to:

Three calendar views

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

7 appointment statuses

AI no-show prediction

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

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

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:

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

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.

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)

Go to:

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.

Smart image analysis

For panoramic and periapical, you can use smart analysis:

1. Open the image From Imaging, or from the patient's file.
2. At the bottom of the page: “AI radiograph analysis” → “Image analysis” It takes about half a minute.
3. See the findings on the image Each finding has a box on the image, the tooth number (FDI), a severity and a confidence. The Summary, the Image quality and what was Checked & normal are shown too.
4. Confirm or Reject each finding Only confirmed findings go to the tooth chart and a draft treatment plan, and only those are printed in the Patient report (PDF).
5. The analysis is kept Opening the image again does not use your allowance; only Re-analyze counts as a new analysis, and the findings you confirmed stay where they are.

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

Go to:

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

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.

Go to:

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 a payment

On the invoice's own page, under the invoice:

1. Enter the amount (what is still owed is filled in for you), the method — cash, card, transfer or wallet — and a reference number if there is one.
2. Press Record a payment. The invoice's paid amount and its status change by themselves, and cash shows up in the cash book.
3. Every payment is listed there with a Receipt button to print it. A payment entered by mistake can be deleted by the manager.

An instalment you tick as paid is also recorded on the invoice it belongs to — you do not enter it twice.

The patient pays from the portal

A patient can pay an invoice or an instalment from their own portal: they send the money to one of the clinic's own accounts and report it to you. Chapter 22 explains how.

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:

• Number of invoices issued today
• Today's total revenue
• Today's payments received (split by cash, card, online)
• Outstanding patient debts
• Lab orders issued

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.

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:

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

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):

Configure automatic messages

Go to:

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

Automatic messages

For the messages the system sends on its own — reminders, periodic recall, feedback and post-operative care — see Chapter 16.

Every clinic gets an automatic public page at:

drdentaliq.com/c/your-clinic-slug

Edit your public page

Editable content

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.

SEO & Google presence

Your public page automatically:

• is available for search engines to crawl when published
• meta tags and schema.org are filled in
• an XML sitemap is generated
• performance can be checked with real Core Web Vitals measurements

Indexing, search position and inclusion in AI answers are decided by the search services. Verify actual results in Google Search Console and Bing Webmaster Tools; these are not guaranteed.

Patients book over WhatsApp, and the system sends the follow-up messages itself. This chapter says where each one is switched on.

WhatsApp booking bot

The manager and the dentists can open this page.

• Booking: the patient sends the word “appointment” in any language; the bot offers the dentist, the service and the free times, and answers in the patient's own language.
• Cancel and change: by sending “cancel” or “change”.
• Automatic answers: when a patient asks for the address, the opening hours or the location.
• Confirmation: you choose whether a booking is confirmed automatically or stays “awaiting confirmation” until reception confirms it.
• Instant notice: reception and the dentist are told about every booking.

Automatic messages

Waiting list

No free time? At the bottom of the Appointments page, add the patient's name and number to the Waiting list. When an appointment is cancelled, the system messages them automatically.

Go to:

Financial reports

Operational reports

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

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.

drdentaliq.com/inventory

What you see

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.

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

drdentaliq.com/backup

Download a backup

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.

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)

❓ General questions

1. What if the internet goes down?

You need a working connection to use the system reliably. We recommend keeping a 4G modem as a backup line. Offline working is on our roadmap — we will announce it here once it is genuinely available.

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 (the fastest way). 2) A ticket inside the system (menu Support → New ticket). 3) Email. 4) A phone call. The number and addresses are in the chapter Contact Support.

15. What if I want in-person training?

Setup and team training are free on every plan. On-site training is included with the Large Clinic plan; other plans get it online.

Dr Dental IQ has a referral programme: you earn a commission for referring new clinics. It 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 — when a clinic signs up with your link and buys a subscription, your agreed percentage of what it paid is added to your account. If your agreement includes a customer discount, the clinic gets it automatically.

Benefits for referred user

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

Commission payout

Commission is counted in Iraqi dinar and is paid to you by the management after the clinic's payment has been approved. The status of each referral and your payout history are in the affiliate panel, under Payouts.

Many patients would rather send the money from their phone. The portal shows them your clinic's own account numbers; they pay with their own app and tell you. Nothing is marked as paid until you confirm it.

1. Enter the clinic's accounts

Invoices → Patient payments → Clinic accounts

1. Press Add an account and choose its kind: ZainCash, FIB, FastPay, NassWallet, AsiaPay, Qi Card, a bank account, or another.
2. Enter the number, the account holder's name, and — if you wish — a short instruction for the patient.
3. Switch it on and save. You can keep up to 8 accounts.

2. What the patient does

1. Opens My invoices or Instalments in the portal and presses Pay.
2. Sees the amount and your accounts, copies the number and sends the money with their own app.
3. Enters the reference number or adds a photo of the receipt and presses I have paid.
4. The invoice now says waiting for the clinic's confirmation.

3. You confirm

Invoices → Patient payments

A bar above the invoice list — and the bell — tell you when a payment is waiting.

1. Check that the money really is in your account.
2. Press Confirm — money received. It is recorded on the invoice as a payment (or the instalment is marked as paid) and the patient sees it in the portal.
3. If it did not arrive, press Reject and write why. The patient sees the reason and can send it again.

Dr Dental IQ is a web application. On a phone or a tablet it opens in the browser (Chrome or Safari), at the same address as on a computer: www.drdentaliq.com.

Put it on the home screen

From then on the Dr Dental IQ icon is on the home screen and opens the system in a window of its own, like an app.

Sign in

Use the same email and password as on the computer. The account and the data are the same: what is entered on the phone is there on the computer too.

What is there on the phone?

The same pages as on the computer — patients, appointments, invoices, lab orders and the rest — laid out for a small screen. Each person sees the sections of their role.

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

Data security

Legal documents

• Privacy Policy — drdentaliq.com/privacy
• Terms of Service — drdentaliq.com/terms
• Cookies Policy — drdentaliq.com/cookies

Cookie Consent (GDPR)

Real-time notifications

• New appointments appear instantly
• A recorded payment turns the invoice green without refresh
• Toast notifications on lab order updates

Push notifications (mobile)

If your clinic works with a prosthetics lab, the whole exchange lives in the system: no phone calls, no paper slips, and both sides always looking at the same information. This chapter covers both sides — first what the clinic does, then what the lab does.

Part 1 — The clinic sends an order

1. Open the path 🏭 Lab orders→+ New order
2. Pick the patient Their details fill in automatically — nothing to retype.
3. Pick the lab Only labs you are already connected to appear here.
4. Work type PFM crown, zirconia, bridge, denture, implant crown, and so on.
5. Pick the tooth on the chart Click the tooth rather than typing a number. This one habit prevents the most expensive mistake in lab work — a case made for the wrong tooth.
6. Shade and specifications Vita shade, material, and any technical detail.
7. Notes Whatever you write here is what the technician reads first. One sentence such as "keep the occlusal contact light" can save a remake.
8. Attach files Intraoral scan (STL), photos, radiographs.
9. Requested delivery date Then save — the order number is generated for you.

Job sheet

Open the order and print the job sheet to send along with the impression or model. It carries your clinic logo and every specification, so nothing is written by hand on a scrap of paper.

Part 2 — The lab receives and works

1. The lab logs into its own panel The menu is different: orders, clinics, technicians, billing and analytics. No patient medical history.
2. Open the order Work type, tooth, shade, dates and the dentist's note are all there.
3. Assign a technician So it is clear who is responsible for the case.
4. Move the status forward Received → in production → ready → sent. The clinic sees each change immediately, which ends the "any news on my case?" phone calls.

Part 3 — Pricing and the monthly statement

1. Set prices per work type Lab→Pricing
2. Set a different price per clinic A clinic that sends a lot of work can have better rates. This is normal practice and the system supports it directly.
3. Generate the statement Lab→Billing Pick a clinic and the month: every case, with date, type and price, and the total at the bottom.
4. Print and send Because both sides see the same records, month-end disagreements largely disappear.

Technicians and analytics

Add your technicians under Technicians and assign cases to them. The Analytics page then shows who produced how much, which clinic sends the most work, and which work types earn the most — numbers instead of impressions.

Every person who uses the system has their own account and their own role. That is not bureaucracy — it is what makes three things possible: staff only see what their job needs, every change is recorded against a name, and reports per doctor or per receptionist are actually accurate.

The roles

What each role can do

Change someone's access

1. Open the path ⚙️ Settings→Users
2. Click the person then open the permissions tab.
3. Switch modules on or off The change applies the next time they load a page.

These parts of the system are recent. If you have been using Dr Dental IQ for a while, this is the short catch-up.

🎓 Training academy

A video for each role on your team — owner, reception, dentist, cashier and lab — in Kurdish and Arabic with subtitles. Open Training in the sidebar, or share the public link drdentaliq.com/academy with a colleague who does not have an account yet.

💰 Cash book

Open the drawer in the morning, record expenses during the day, then close it at night by counting the notes. The system compares what it expected with what you counted and keeps a monthly report. Path: Cash book

🗓 Staff leave

Record annual, sick and unpaid leave per person, and see the totals per employee. Path: Reports→Staff leave

🎨 Clinic logo & branding

Upload your logo and set the invoice header and footer in each of the four languages. They then appear on every invoice, prescription, receipt, treatment plan and printed patient record. Path: ⚙️ Settings→Logo & branding

🦷 Services & tariffs

Define your treatment codes, prices and durations once, and every invoice, treatment plan and appointment length is drawn from them. Path: Services & pricing (owner only)

🌐 Patient portal

Patients can sign in to see their appointments, invoices and the status of lab work being made for them — which removes a good share of the calls to reception.

🖨 Better printing

Treatment plans, receipts and patient records now all print with the clinic logo and letterhead, in the language of the document.

If your work is oral and maxillofacial surgery you do not have to build anything from scratch. The system has a surgery pack that adds the surgical procedures and consent forms to your clinic in one go. At sign-up you can choose “oral surgeon” so everything is ready from the start; a clinic you already have can add the pack later.

drdentaliq.com/services

Adding the pack to your clinic

1. Open the Services pageIn the side menu press “Services & pricing”. Find the card “Oral & maxillofacial surgery pack” and press it to open.
2. Choose the language of the consent formsTick every language your patients read (Kurdish, Arabic, Persian, English). The clinic's own language is ticked by default.
3. Press “Add pack”The system says how many procedures and consent forms were added. If everything is already in your clinic you see “All procedures in this pack are already in your clinic” and nothing is duplicated.
4. Enter your pricesNew procedures are priced at zero; type your clinic's own prices.

Consent and signature

Open the right form for the patient, explain it, and let the patient sign on the tablet. The signed copy is saved in the patient's file and stays available.

Implants

The brand, diameter, length and serial number of every implant are recorded in the patient's file, so that years later — at a follow-up or a problem — you know exactly what was placed.

CBCT and radiographs

View DICOM images and CBCT volumes inside the system, with FDI numbering and AI-assisted analysis.

Ordering surgical guides and prostheses from the lab

Send surgical guides and prostheses with STL files straight to the lab and follow the delivery status there. Details are in the “Dental Lab” chapter.

A clinic can send WhatsApp in two ways. A newly created clinic (the demo and the trial period) sends with no setup at all through the platform's trial number, so appointment reminders really reach the patient; after you buy, you connect the clinic's own number.

drdentaliq.com/settings?tab=whatsapp

drdentaliq.com/settings/whatsapp-setup

Where do I see the trial number?

While the trial number is active you see a green card, “Trial WhatsApp is active”, telling you how many messages are left today. Under it there is a box: type your own mobile number to be sent a sample reminder and see how a message reaches a patient.

Connecting the clinic's own number (manager only)

This page is a nine-step checklist, and it checks every step against Meta at that moment. Each step is green or red, and a “Next step” line points to the first one that is not done. After each fix press “Check again”.

1. Switch WhatsApp onEnable WhatsApp in the clinic settings.
2. Clinic number and tokenEnter the Phone Number ID and the access token.
3. WhatsApp Business Account ID (WABA ID)Take it from developers.facebook.com → your app → WhatsApp → API Setup; it is written right under the Phone Number ID. Without it the templates cannot be read or registered.
4. A valid, permanent tokenThe temporary token on that page lasts only 24 hours. In Business Settings → Users → System Users create a System User with the Admin role and generate a permanent token with the permissions whatsapp_business_messaging and whatsapp_business_management.
5. Webhook connectedIn Meta → Configuration → Webhook enter the address and Verify Token shown on the page, press Verify and save, and tick messages.
6. App Secret savedSave the app's App Secret on the page so incoming messages can be verified.
7. Message templates approvedRegister the templates you need on this page and wait for Meta to approve them.
8. Test sendType your own number and send a sample message.
9. Test receiveFrom your own phone send the word “appointment” to the clinic number; if the bot is on, it answers.

Once it is connected, the Booking bot and the automatic messages (chapter 16) work on this number.

Every message a patient writes to the clinic's WhatsApp number is collected in the Chat inbox. While a message is unread you see a red badge with a number on this entry in the side menu.

drdentaliq.com/communications/inbox

drdentaliq.com/communications/log

• Open the conversation and write your answer; it goes to that patient.
• Choose the language of the reply (Kurdish or Arabic) so the ready-made templates are in the patient's language.
• The 24-hour rule: for 24 hours after the patient's last message you can write freely. After that WhatsApp only allows an approved template.

Sending a new message

Choose the patient, the template and the language; look at the preview and send. In a reminder or a confirmation the time of the appointment is written to the patient exactly as the preview shows it.

The message log

A list of every message that was sent, with the status of each. If a message did not go, the reason is written there in plain words: for example a wrong number, a template not yet approved, or the 24-hour window closed.

The subscription page is open only to the clinic manager. The trial lasts 14 days and needs no bank card; the days left are counted at the bottom of the side menu. In the last week a reminder bar also appears at the top of the page.

drdentaliq.com/subscription

1. Choose the planPlans are yearly. You see the price of each plan on this page and on the pricing page.
2. Transfer the moneyThe account details (the account holder and the numbers) are written on the page. Pay from your own banking app.
3. Send the receiptRecord the transfer receipt on this page. You see “Your receipt is recorded and waiting for approval” and do not need to send it again.
4. ActivationOnce the transfer is checked the subscription is activated, and we tell you there and by email.

When the subscription ends

The clinic's data stays where it is. The daily-work pages are closed, but the Subscription, Support and Backup pages stay open, so you can renew or take your data.

AI Insights

• No-show risk: shows the coming appointments with a degree of risk (high, medium, low). Next to each patient there are Call and WhatsApp buttons so you can remind them before the appointment.
• Radiograph helper: type the tooth number and it gives a list of suggested checks.

Reports

📈 Reports and Advanced Reports

Revenue, expenses, profit and comparison with the previous period (for the manager and accounting).

drdentaliq.com/ai-insights

drdentaliq.com/reports/kpi

drdentaliq.com/audit

🧮 Management dashboard (KPI)

This month's summary on one page.

🏢 Operations report

Expenses by category: rent, salaries, consumables, equipment and so on.

🦷 Dentist performance

The work of each dentist this month.

🕘 Attendance and leave

Staff attendance and leave.

👤 Staff performance report

The work of each user in the system (manager and accounting).

Activity log

Only the manager sees it. It records every important change with the user's name and the time, and it has a search; when you ask “who changed this invoice?” the answer is here.

There are four doors. Under the staff sign-in form, two lines lead a patient or a sales partner to their own.

drdentaliq.com/login

drdentaliq.com/portal/login

For clinic staff and dentists

• Forgot your password? Press “Forgot password?” under the form.
• For more security, switch on two-step verification in the security settings.
• Change the language from the menu at the top of the page; your choice stays on every page.
• On a phone you can add the system to the home screen so it opens like an app.

For patients

The clinic sends the portal link on WhatsApp or prints it on a poster and a QR card (the “Patient kit” menu). The link fills in the clinic's name and the patient's number in advance; the patient only enters the code and sees their own file, appointments, invoices and prescriptions.

Four pages that lighten the work of reception and the manager, and that people often do not notice.

drdentaliq.com/scheduling

drdentaliq.com/referrals

drdentaliq.com/communications/patient-kit

Rooms and doctor leave

Referral sources

Define the sources your patients come from (a referring doctor, an advertisement, a friend…). Choose the source when you register a patient; this page shows how many patients each source brought and where the referred patients stand.

Patient kit: posters and QR cards

Posters and cards with a QR code that take a patient into the portal: print them for the reception desk and the door. The patient scans the QR, types their number and gets the code on WhatsApp (chapter 35).

If you run into a problem or have a question anywhere in the system, tell us in one of the ways below. Every address here is real and in use.

Ways to reach us

Before you contact us, have these ready

• What happened — what you were trying to do, what happened, and any error message you saw
• Browser and device — Chrome on Windows, Safari on iPhone, …
• A screenshot — if a page shows an error, take a picture and send it
• Clinic name and your account email — so we can find your account quickly

Which way for what

Your feedback matters

If you have an idea for improving the system or want a new feature, tell us with a ticket. The system is updated regularly, and many features were added because clinics asked for them.