For Training

Framing for trainers

Nothing about how to use the DHS features changes in this PR. If you already have training material for DHS check-insurance, check-eligibility, approval submission, approval detail, or manual update, it remains accurate. What's worth calling out in a training session is that these features may be appearing for the first time for some clinics — so don't assume a "refresher" audience has actually used them before, even if the feature has technically existed in the codebase for a while.

Suggested step-by-step: setting up DHS for a clinic (admin/owner role)

1. Go to Settings → Integrations → DHS Integration.
2. Step 1 — Add Client Secret: paste the client secret provided by DHS, then

Save & Test Connection. If this fails, the clinic's DHS account credentials are wrong or DHS's service is unreachable — this is not something Dentolize can fix on its own.

1. Step 2 — Load Branches: once connected, map each of the clinic's branches to its

corresponding DHS branch code. A branch with no mapping will never show DHS actions on patients in that branch, even after this step is otherwise complete.

1. Step 3 — Confirm & Save.
2. Grant the relevant permissions to the roles that should use DHS day-to-day — see the

permission list in For Support.

Suggested step-by-step: day-to-day DHS use (front desk / clinical staff)

1. Registering or editing a patient: use the Check Insurance action next to the

national ID field to pull the patient's real coverage from DHS and attach the correct policy.

1. Before treatment: on the patient's profile, use Check Eligibility to confirm

coverage is currently active. This also appears automatically inside the Check Insurance review step.

1. After charting procedures: in the patient's Chart tab, select the procedures that need

insurance pre-approval and use Get Approval in the operations table footer to submit them to DHS.

1. Checking on a submitted approval: find it in the DHS approvals log to see its status

and, if needed, the raw response DHS sent back.

1. If a status seems wrong or stuck: use the manual update action on the operation row

in the chart to set its status by hand.

A caution worth including in training

DHS actions only appear once a branch is DHS-connected (step 2 above) — this is a common point of confusion in training sessions where a demo clinic hasn't been fully configured. If a trainee doesn't see a DHS button they expect, check the branch mapping before assuming something is broken.