Sign-in and people
PINs, badges, Microsoft or Google sign-in, rooms for the day and access roles.
Signing in
- How do I sign in with my PIN?Tap your name, then enter your PIN. It signs you in on the last digit. In a big office, start typing your name to find it.
- Can I sign in with a badge?Yes. Tap your badge on the reader instead of entering your PIN. Your office adds your badge once with Add badge next to your name under People.
- How do I sign in with Microsoft or Google?If your office uses Microsoft or Google sign-in, tap Sign in with Microsoft or Sign in with Google. The first time, tap your name and enter your…
- I forgot my PIN. What do I do?Ask your office manager for a new one-time PIN slip (Settings › People). Sign in with it and choose a new PIN. A badge tap still works in the…
- Why is my name locked?After a few wrong PINs, your name locks for 5 minutes, and the tile shows until when. A badge tap still works.
- How do I pick my rooms for the day, and change them later?Doctors, hygienists and assistants are asked the first time they sign in each day: tap every room you're in today. Assistants can tap Who are you…
- How do I hand a shared screen to someone else?Tap Switch (or ⚙ › Switch person) and the next person signs in. Everything you send is recorded under your name, so always switch rather than using…
For the office manager
- How do we add a new staff member?Add them in Open Dental first, as usual. Then in Global settings › People, switch them on, check their job and access role, and print their…
- What are access roles?An access role decides what someone can see and do, like Office manager, Front desk, Clinical or Admin. Set them in Settings › People › Access…
- How do I get into Global settings?Anyone whose access role includes Settings signs in with their PIN plus an authenticator code, so the audit log shows who changed what.
- What if nobody can get into Settings?On the server itself, double-click Open Settings on this server.bat. The emergency Setup PIN opens Settings there, and only there. Every use is…
- How do tours for new staff work?The first time each person uses a screen, a card offers a 1-minute tour of it. Nothing tapped during a tour is sent, and tours never run on wall TVs.
- How do I print the staff guide?Open ⚙ › Help › Staff guide on any screen (or Settings › Support). 🖨 Print prints the page you're on, and Print everyone's pages on Start here…
Still need help?
Email us with your office name and what you see. In Settings › Support, Download support bundle gives us your VisitPing logs with no patient data. Attach it and we can usually answer in one reply.