This tab is still being built. The Order Prep section shows what needs to be ordered — use that to prepare your order, then place it manually on the supplier website. Automatic ordering is coming soon.
Staff & Access
Manage team members, roles, and practice codes
Team Members
Practice Code
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Share this with new staff to join your practice
My Profile
Add Custom Task
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Task Audit Log
Complete history of task completions — exportable for CDA inspections
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Loading audit log…
Import Task List
Upload your office checklist — AI extracts tasks automatically
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Click to browse or drag & drop
PDF · Word (.docx) · Excel (.xlsx) · CSV · Plain text
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ℹ AI will read your checklist and extract tasks with names, descriptions, and frequencies (daily/weekly/monthly/annual). You can review and edit before saving.
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Reading your checklist…
Claude AI is extracting tasks and detecting frequencies
✅ Review the tasks below. Adjust the frequency for any that weren't detected correctly. Uncheck any you don't want to import.
Add Inventory Item
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Invoice AI Parser
Upload invoices — AI extracts items, prices & quantities automatically
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Step 1 — Select invoices
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Click to browse or drag & drop
PDF invoices · iPhone photos (JPG/PNG) · CSV/Excel
Supplier (optional — AI will detect automatically)
ℹ The AI reads your invoice and extracts every item — name, brand, quantity, unit cost, and order date. New items are added to inventory automatically. Existing items have their order frequency updated.
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Reading invoice…
Claude AI is extracting items, prices and order data
Step 2 — Review extracted items
Invite Staff Member
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Share your practice code with staff. They enter it at login to join your practice. Current code: ——————
Welcome to DentistryHelper 🦷
Let's get your practice set up in 4 easy steps
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Connect your suppliers
Add your account credentials for each supplier you order from. This lets DentistryHelper track your orders and build your inventory automatically.
✅ Go to Vendors in the sidebar
✅ Expand each supplier you use (Darby, Atomo, Edge Endo etc.)
✅ Enter your account number, username, and password
✅ Click Test Connection to verify
💡 You already have Darby Dental, Atomo, Edge Endo, Patterson, Henry Schein, and Benco Dental ready to connect.
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Import your invoice history
The fastest way to populate your inventory is to forward your past supplier invoice emails. DentistryHelper reads them automatically and extracts every item, price, and order date.
⚡ Also go to Vendors → your supplier → Invoice Email Addresses and add your Gmail address so DentistryHelper knows which practice to update.
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Invite your team
Share your practice code with your staff. They sign up at DentistryHelper.com, click Join Practice, and enter the code to instantly connect to your office.
Your Practice Code
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✅ Dental Assistants — can complete tasks and update stock
✅ Hygienists — can complete tasks and view inventory
✅ Office Manager — full access except billing
✅ Front Desk — scheduling and insurance features
Step 1 of 4
Edit Item
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How many do you have right now?
e.g. 8 for syringe tips, 1 for bib rolls
Added to vendor cart when low
Merge Items
Pick which name to keep — frequencies will be combined