Help docs
Everything, explained in front-desk language
Short, honest guides — most under five minutes. The product also explains itself the first time you open each page.
Getting started
Create your practice account3 min
From signup to a live website and working dashboard in about ten minutes.
Your first 30 minutes5 min
The setup order that gets a practice live with the least backtracking.
Editing your website4 min
The Website Studio lets you change your live site by clicking on it.
Inviting your team2 min
Logins for the front desk, roles, and what each role can do.
Front desk, daily
The morning huddle (your Overview)3 min
One screen at the start of the day: today’s chair, who needs a nudge, what came in overnight.
Managing the schedule4 min
The agenda list, confirmations, reschedules, and the aging colors.
From website lead to patient3 min
The triage queue for contact and insurance-check requests.
Messages & your clinic inbox3 min
One thread per patient, plus your practice Gmail inside the dashboard.
The fast-pass waitlist3 min
Fill a cancelled slot before it goes empty — automatically.
Follow-ups that run themselves3 min
A reminders board that fills itself from balances, recall, and unconfirmed visits.
Digital intake forms4 min
Photo & insurance-card fields, OCR autofill, AI pre-visit summaries, kiosk mode, and packets.
Broadcast messaging2 min
Send one message to a whole segment of patients at once.
Patient-facing
Setting up the patient portal5 min
Feature toggles, notice windows, your welcome copy, and preview-as-patient.
Online booking rules3 min
Where the slot grid comes from and how to keep wrong bookings out.
Collecting reviews3 min
Request after good visits, feature the best on your website, stay FTC-clean.
Recall & outreach campaigns4 min
Audiences that build themselves, warm templates, and booked-visit attribution.
Post-visit surveys (NPS)2 min
A quiet 0–10 pulse after each visit, with unhappy patients escalated to the owner.
Family access2 min
One login runs the whole household — parents manage kids’ visits, forms, and balances.
Loyalty & refer-a-friend2 min
Reward visits and turn happy patients into new-patient referrals.
Money & integrations
Connecting Open Dental5 min
The official-API sync: what you need, what syncs, and what never moves.
Setting up your shop & memberships4 min
Stripe Connect, products, membership plans — payouts to your own bank.
Plans & billing2 min
What each tier includes, switching plans, and how to cancel.
Online balance payments3 min
Let patients pay their balance from the portal, and how reconciliation works.
Booking deposits3 min
Take a deposit on high-value visit types so the slot is real.
Payment plans with autopay3 min
Let patients pay a balance in installments on a card kept on file.
In-house membership plans3 min
Your answer for uninsured patients — a subscription that keeps them coming.
The collections workboard3 min
Work open balances honestly, with pay-links and a dunning state per patient.
Requesting your PMS integration2 min
Run Dentrix, Eaglesoft, or Curve? Raise your hand and we’ll notify you when it’s ready.
Using your own domain3 min
Point your practice domain at your DreamCRM site with managed SSL.
Can't find it? Email hello@dreamcreatestudio.com — a person answers.