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How To

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Create account

Two doors. Website, ads, header.

  1. Tap Create account.
  2. Or tap Log in.
  3. Land on picture home or the board.
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Sign In

Apple on iPhone. Google on Android. Email everywhere. Biometrics after enroll.

  1. Check Terms + Privacy.
  2. Pick a method.
  3. Enroll Face ID / Fingerprint / Windows Hello in Settings.
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Set Up The Office

Legal name, National Provider Identifier, license. Then invite staff.

  1. Fill the office form.
  2. Pick single practice, multiple sites, dual database, or Dental Service Organization.
  3. Invite staff. They set their own password.
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Picture Home

Tap the desk. Drag. Pinch.

  1. Home is the office.
  2. Tap Book, Family, the chair.
  3. Names on/off in Settings.
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Themes + Logo

14 themes. Practice logo beside APEX — never instead.

  1. Settings → Brand kit.
  2. Wheel or reel for color.
  3. House mark stays house lime.
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Sound + Narrator

Sting first. Tutorial narrator on. App narrator off until you flip it.

  1. Hear the sting once.
  2. Tutorial narrator reads How To.
  3. Turn App narrator on in Settings if you want it elsewhere.
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Floors

Dental, medical, vision, hearing, custom. Names spelled out.

  1. Pick a floor at first open.
  2. Rooms rename.
  3. Custom floor + rules in Security.
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Same lessons inside the chair