video1.0<iframe src="https://www.loom.com/embed/b4f7508839d1467db5d2ab96fb256225" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b4f7508839d1467db5d2ab96fb256225-694de4bbff784dc8.gif1250.797This Loom demonstrates the end to end dental charting and workflow in Principal, including scheduling, charting, imaging, treatment planning, checkout, and viewing patient profiles. It explains how to start an appointment from the appointment list, update prefilled forms and medications, create tasks and lab job trackers with wholesale costs and due dates, send patient forms via email or SMS for signing, and use AI note taking plus quick notes to prefill clinical entries. It covers base and treatment charting with drag and drop, smart treatments, multi treatment plan templates with appointment steps, and how enabling scheduling moves items to checkout where fees are confirmed and marked completed. It also shows peri charting behaviors, photo and x ray capture integrations, treatment plan options with drag and drop steps and automations like consent and pre and post care instructions, and how to review labs, tasks, recalls, documents, and charting history in the patient profile.