1. Define the clinic you are setting up
Write down your branches, staff roles, languages and essential workflows. Separate what must work on the first day from later additions. Give each requirement an owner: reception for booking, clinicians for treatment records and the clinic owner for access and financial review.
Use sample data during evaluation. Record each result as demonstrated, requires configuration or not confirmed. Keep unanswered questions visible instead of treating a feature name as proof that the whole workflow is supported.
2. Test registration, booking and a changed appointment
Find or create a sample patient, choose a doctor and book a visit. Attempt an overlapping appointment, then reschedule the first visit and check availability again. If online booking matters, repeat the booking through the public page and verify how staff receive the record.
Have reception check the patient in and follow the queue. Confirm who changes each status and how another team member identifies the next step. This exposes handover questions that a calendar screenshot cannot answer.
3. Follow a treatment plan across two visits
Record a two-session plan, document a procedure against the intended tooth and complete the first session. Return as another authorized clinician, review the history and arrange the next visit. Confirm how the system distinguishes planned work, completed treatment and a changed session estimate.
Ask the clinicians to assess the clarity of the record. Software can organize documentation, but clinical suitability and the accuracy of recorded findings remain matters for the treating team.
4. Reconcile a partial payment and branch report
Create a sample invoice, record part of the amount and inspect the outstanding balance. Settle it later and follow the payment history into the patient account and reporting views. Compare the same dates and branch, and identify whether each total measures invoices or collections.
Repeat the task using a role with limited financial access. For several locations, test a single-branch employee and a staff member covering two branches. Confirm the actual access shown, including related patient and treatment records.
5. Verify messaging and subscription conditions
For WhatsApp, test the connected number, patient opt-in, an inbound message and a permitted reply. Demonstrate the exact approved template needed outside the reply window. The current Dentix inbox template sender supports body-only templates without variables or media.
Review the current subscription amount, currency, billing period, feature limits and any applicable external service charges. Confirm onboarding, training, support and data-transfer arrangements separately. Do not infer them from a plan name.
6. Agree on the rollout decision
Keep a short acceptance record for the workflows demonstrated, the staff permissions checked and the open questions resolved. Review published privacy, security and service terms against your clinic’s requirements. Confirm backup, recovery and data-export arrangements where those are important to your operations.
Choose a rollout owner and train the team on the actual handovers you tested. Start daily use only when the people maintaining the records understand their responsibilities and the essential workflows meet your requirements.
Practical questions
What should a dental software demonstration include?
Use one patient across booking, arrival, treatment, partial payment and follow-up. Repeat relevant steps using the roles and branch assignments your team will actually have.
How can I compare plans without focusing only on price?
Compare the demonstrated workflows, enabled features, usage limits, setup needs and confirmed service arrangements alongside the subscription price and external costs.
Try your clinic’s workflow
Check the features and limits in your account, or contact us to discuss your practice’s requirements. support@dent-ix.app
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