Help
- How can Company Admin / Practice Manager approve or reject a Holiday request?
- How can users apply for Holidays?
- How can users Request an Advance?
- How can a Company Admin / Practice Manager approve or reject an Advance Request?
- How to Sign Up / Register for Professional Portfolio account?
- How to add Branches from the Postcode by the Company Admin?
- How to Sign Up / Register for company?
- How Company Admin / Practice Manager release the payment of the Dentist / Hygienist?
- How Company Admin / Practice Manager can View Users?
- How Company Admin / Practice Manager update user details?
- How Company Admin / Practice Manager delete User?
- How Company Admin archive the Compliance Documents?
- How to archive Documents by users?
- How to upload missing Documents in the Compliance Report?
- How to add and delete Documents in Policies and Procedures?
- How to add multiple Documents at once in Policies and Procedures?
- How to categorise CQC documents?
- How Company Admin / Practice Manager print the Reports?
- How user can view Staff Earning report?
- How User/ Company Admin / Practice Manager can view the Payslip / P60?
- How users can change password?
- How users can Reset/Forgot Password?
- How users can add new tickets?
- How users can view tickets?
- How Company Admin can see activity log history?
- How Company Admin can add new NHS contracts?
- How Company Admin can add new payable adjustment?
- How Company Admin can add new deduction?
- How Company Admin can add a new bank?
- How Company Admin assign labs?
- How Company Admin can add new lab?
- How Practice Manager can see the Associate Pay Summary / DCP monthly pay?
- How Practice Manager can open the total for private report/ all dentists private?
- How Associate can accept the earning report?
- How Associate can open the earning report?
- How Practice Manager can open and send or resend the earning report?
- How Practice Manager can find/save staff payments?
- How Practice Manager can find the previous month Payment Summary report of Dentist/Hygienist ?
- How Practice Manager can add a new dentist/hygienist session?
- How Company Admin assign specific roles to users?
- How Company Admin assign permissions to user role?
- How can Company Admin / Practice Manager see the user documents submitted/not submitted?
- How can the Company Admin/ Practice Manager set the users rate and their availability?
- How Company Admin / Practice Manager add new users manually?
- How Company Admin / Practice Manager approve user documents?
- How to upload profile image?
- How to search policies and procedures according to CQC standards?
- How user can login DPP portal?
- How Company Admin / Practice Manager delete session for Dentist/ Hygienist/ Staff?
- How do Company admin can add Branches using Add Manual?
- How Company Admin / Practice Manager view Monthly Staff Attendance?
- How Company Admin / Practice Manager view yearly Staff Holidays?
- How Company Admin / Practice Manager view the private breakdown report for the practice?
- How Admin add events?
- How Admin add bank holidays?
- How Company Admin can configure the practice opening hours and break hours?
- How Admin edit/update company profile?
- How to mark/modify emergency shifts by Company Admin?
- How to rename emergency sessions?
- How Company Admin create backup?
- How to enable next day checkout for the Emergency Sessions?
- How Company Admin check the unapproved payment?
- How staff mark their attendance?
- How Company Admin / Practice Manager mark / update staff attendance?
- How to set company’s default working hours by Company Admin?
- How Company Admin can add trusted IP address to mark attendance by staff?
- How to add new subscription?
- How to upload user documents?
- How Company Admin /Practice manager add the joining date and leaving date of an Associates/Staff?
- How Company Admin / Practice Manager can manage practice compliances document?
- How to access practice policies and procedures?
- How to update your profile?