From first launch.
To stable clinic and branch operation.

MaxDent Pro Operating Guide

Pro is designed for a single-location clinic. Run it on the main server only, or open it on multiple devices over the same clinic network without installing another server on every workstation.

1 — First run on the main server

1. Install MaxDent Pro on the device that will act as the clinic's main server.
2. Start MaxDent using its normal shortcut.
3. On the same machine, MaxDent opens at https://localhost:8082.
4. If activation is still required, complete it in MaxDent or see the Activation Guide.
5. After login, review clinic identity, users and pricing before entering real data.

Run Pro on multiple devices

1. Make sure the main server and all additional devices are connected to the same router/switch by Wi‑Fi or LAN.
2. Run MaxDent Pro on the main server.
3. Find the server's IPv4 address using the steps below.
4. On the other device open Chrome or Edge and enter https://SERVER-IP:8082.
5. Sign in with the user's normal account and permissions.

How to find the main server IP with ipconfig

MaxDent Enterprise Operating Guide

Enterprise runs locally inside every branch, and branch servers link to MAIN with an MDSB1 link code. The fixed Enterprise port is 8083.

Choose the server role

After activation, choose the role that matches this server:

Run Enterprise on multiple devices in the same branch

Doctor and reception workstations inside a branch need no extra linking. They connect locally to their branch server on port 8083.

1. Make sure the branch server and user devices are on the same LAN or Wi‑Fi.
2. On the branch server press Start, type cmd, and open Command Prompt.
3. Type ipconfig and press Enter.
4. Find IPv4 Address under Wi‑Fi or Ethernet, depending on the active connection.
5. If the branch server IP is 192.168.1.40, open https://192.168.1.40:8083 on branch workstations.
6. Each user signs in with their own permissions.

From MAIN to a linked branch — one code

No VPN, no router port forwarding and no script files. The link runs through the Mobile service on the clinic’s own Cloudflare account, and data travels end-to-end encrypted.

First — prepare MAIN once

1. Open MaxDent Enterprise on the MAIN server.
2. In Settings → “Cloud connection”, connect the clinic’s Cloudflare account, then turn on the Mobile service.

Second — add the branch and copy its link code

1. On MAIN open Branch Management and add a branch.
2. Enter an English branch code such as ALEX and the branch name.
3. Create the branch, generate its link code and copy it. The code starts with MDSB1.

Third — paste the code on the branch server

1. Install and start MaxDent Enterprise on the branch server.
2. Choose “Link this server as a branch” and paste the link code.
3. Select connect and sync. The rest is automatic: linking, the first synchronization and periodic synchronization.

If a workstation or branch cannot connect

Daily MaxDent workflow

Once the server and network are ready, the core workflow is the same: configure the clinic and team, then patients, appointments, treatment, finance and backups.

Set up the clinic foundation first

Review the core settings once so daily work starts cleanly from day one.

Create users and assign permissions

1. Sign in as owner or administrator.
2. Open System & Settings, then users/roles and permissions.
3. Create a separate user for every doctor, receptionist, manager or accountant.
4. Choose an appropriate role or create a custom role.
5. Review financial, reporting and system-setting permissions carefully.

Add a new patient

1. Open Patient Records.
2. Select Add New Patient.
3. Enter name, phone, core details and important medical alerts.
4. Link the patient to a family account when needed.
5. Save, then add appointments, treatment plans and attachments as needed.

Add a new appointment

1. Open the appointment schedule.
2. Choose the day and time.
3. Select the patient and doctor.
4. Set appointment status, visit type and notes.
5. Save and use reminder options according to clinic settings.

Diagnosis and treatment planning

1. Open the patient file and Treatment Plan.
2. Select the relevant tooth or teeth in the odontogram.
3. Choose the diagnosis or treatment procedure.
4. Set doctor, date, price, discount and status when needed.
5. Save the item so it appears in the patient's plan and financial record.

Collections and patient balances

1. Open Finance or the patient statement.
2. Review total due, paid and remaining balance.
3. Record payments with method and date.
4. Use reversal/refund tools instead of deleting financial records.
5. Review daily and monthly collection, expense and debt reports.

Protect continuity

1. Review the executive dashboard every day.
2. Enable automatic backups according to clinic policy.
3. Keep a periodic backup outside the server device.
4. On supported builds, choose a folder inside OneDrive or Google Drive on the server to sync a cloud copy alongside the local backup.
5. After changing backup location, verify that the newest backup actually appears.
6. Create a manual backup before major data changes.