# DentalCare v0.9.2.0 User Handbook

## Core workflow

1. Reception books or checks in the patient.
2. The clinic calls and seats the patient.
3. Authorized staff complete the first-seating Dental Safety Assessment.
4. The Dentist verifies dental-treatment safety information when required.
5. The Dentist begins and documents treatment.
6. Finalized treatment moves to Cashier or the configured completion path.
7. Follow-up, prescription, referral, laboratory, document, and record-release actions remain linked to the correct patient and visit.

## Task View

Multi-role staff use the Task View switcher. Each Task View exposes only that role’s permissions and clears temporary patient, encounter, queue, and cashier context when switching. Return to the primary Superuser workspace is always available to the authenticated Superuser.

## Patient portal

Patients see upcoming appointments on the Dashboard and use the sidebar for Profile, Dental Records, Treatment Plans, Prescriptions, Documents, Billing & Receipts, and Requests & Messages. Approved record copies are delivered through the secure portal rather than ordinary email attachments.

## Printing and record release

Print activity records when a printable page was opened. Clinical record release requires identity verification, Dentist approval, and authorized release. Financial-only records may follow the separate finance authorization path.
