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MaxDentDental Clinic Management · v176
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MaxDent Operating Guide — Pro & Enterprise

From first launch.
To stable clinic and branch operation.

Choose your edition and follow direct steps for the main server, additional workstations, Windows IP discovery, then Enterprise branch setup and Tailscale connectivity when needed.

Start Pro GuideStart Enterprise Guide
Pro — Port 8082Enterprise — Port 8083LAN / Wi‑Fi + Tailscale
MaxDent Pro and Enterprise operating guide for one device, multiple devices and branches

Choose the edition you want to run

Use Pro for a single-location clinic. Use Enterprise for multi-branch organizations or an Enterprise installation prepared for future branch growth.

MaxDent Pro

One location — one or multiple workstations

The main server runs MaxDent while doctor and reception devices open the same system through the clinic network.

PORT 8082
Open Pro Guide
MaxDent Enterprise

Dental centers and multiple branches

Each branch runs locally on its own server, while Tailscale connects branch servers to the MAIN server for synchronization and central management.

PORT 8083
Open Enterprise Guide
Direct edition paths

Dedicated Pro and Enterprise sections without hidden setup steps.

Simple technical steps

IP, CMD, ports and networking are explained with copy-ready examples.

Full operation

After technical setup, continue through the daily workflow and backups.

SECTION ONE

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.

Main serverHosts the system and data and must stay on while other devices use MaxDent.
Additional devicesNeed Chrome or Edge and the same LAN/Wi‑Fi.
Fixed port8082

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.
Important: if other workstations will use MaxDent, keep the main server powered on and connected to the clinic network during working hours.
Pro on the clinic network

Run Pro on multiple devices

Main serverMaxDent Pro:8082
⇄
ReceptionChrome / Edge
DoctorChrome / Edge
ManagementChrome / Edge
  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.
You do not need: a full MaxDent server installation or a separate activation on every doctor/reception workstation. They open the system running on the main server.
Windows steps in detail

How to find the main server IP with ipconfig

1

On the main server, press Start or the Windows key.

2

Type cmd.

3

Open Command Prompt.

4

Type ipconfig and press Enter.

5

For Wi‑Fi look under Wireless LAN adapter Wi‑Fi. For a cable connection look under Ethernet adapter.

6

Find IPv4 Address. The number shown there is the main server IP.

Example

If IPv4 Address is 192.168.1.25, open on the other device:

https://192.168.1.25:8082
If the IP changes after a router restart, run ipconfig again. For a permanent address, assign a static IP through Windows/network/router settings.
SECTION TWO

MaxDent Enterprise Operating Guide

Enterprise runs locally inside every branch and can connect branch servers through Tailscale. The fixed Enterprise port is 8083.

After branch setup: if you will use stock management, open the complete Enterprise Smart Inventory guide.
On the server itselfhttps://localhost:8083
Inside the same branchhttps://SERVER-IP:8083
Between branchesTailscale connects servers, not every user workstation.
MAINCentral server:8083
⇄ Tailscale ⇄
BRANCHBranch server:8083
⇄ LAN / Wi‑Fi ⇄
Branch doctorBrowser
ReceptionBrowser
First Enterprise run

Choose the server role

After activation, choose the role that matches this server:

MAIN

The central hub that other branch servers connect to and where central branch management is available.

BRANCH

A branch server that works locally and synchronizes with MAIN when connectivity is available.

STANDALONE

Enterprise running as an independent clinic without a branch network yet; it can be promoted to MAIN later.

RESTORE

Use when moving a server and restoring a full backup; MaxDent reads the saved server identity from the backup.

For a new branch network: prepare the central device as MAIN. A connect file generated by MAIN can complete the BRANCH assignment automatically on a new branch server during pairing.
Devices inside each branch

Run Enterprise on multiple devices in the same branch

Doctor and reception workstations inside a branch do not need Tailscale. 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.
Remember: Pro uses 8082 and Enterprise uses 8083.
Branch connectivity — once on MAIN

Prepare the branch network with Tailscale

Enterprise automates most of the network setup. On MAIN you sign in to Tailscale, create an API Access Token, paste it once into MaxDent, and MaxDent handles the remaining preparation.

First — prepare Tailscale on MAIN

  1. Install Tailscale for Windows on the MAIN server if it is not already installed.
  2. Open Tailscale and sign in to the organization's tailnet account.
  3. Open the Tailscale Admin Console in your browser.
  4. Open the Keys page.
  5. Under API access tokens, select Generate access token.
  6. Choose an appropriate expiry period, generate the token and copy it exactly. Tailscale tokens are case-sensitive; keep it private.

Second — connect it to MaxDent

  1. Open MaxDent Enterprise on MAIN.
  2. Go to Branch Management → Branch Network.
  3. Paste the Tailscale API Access Token.
  4. Select Prepare Branch Network.
  5. Wait until MaxDent reports that the branch network is ready.
Important: if the API token expires later, already-connected branches continue working. Generate and paste a new token when needed for management actions such as adding new branches.
Add a new branch

From MAIN to a connected branch — one file

1Add branch

Enter a code such as ALEX and the branch name.

2Download connect file

MaxDent_Connect_ALEX.bat

3Run MaxDent at branch

Make sure Enterprise is running on the branch server.

4Run connect file

Approve the Windows Administrator prompt.

5Done

Tailscale + pairing + first sync + periodic sync are automated.

  1. On MAIN open Branch Management and select Add New Branch.
  2. Enter an English branch code such as ALEX, then the branch name.
  3. Create the branch and download its connect file.
  4. Move the file to the branch server.
  5. Start MaxDent Enterprise on the branch server first.
  6. Run MaxDent_Connect_<CODE>.bat and approve the Windows Administrator prompt.
  7. If Tailscale is missing, the connect file attempts to install it automatically.
  8. The file joins the clinic network, pairs with MAIN, runs the first synchronization and enables periodic synchronization automatically.
The current connect file is valid for 7 days and is bound to one device. If it stops midway, you can safely run the same file on the same device again.
No router port forwarding is required. Branch servers connect through Tailscale, while workstations inside each branch stay on the normal local network.
Quick troubleshooting

If a workstation or branch cannot connect

Workstation in the same clinic cannot open MaxDent
  1. Confirm the server is on.
  2. Confirm both devices are on the same network.
  3. Run ipconfig on the server and verify IPv4.
  4. Pro uses :8082; Enterprise uses :8083.
Enterprise branch is not synchronizing
  1. Confirm internet works on MAIN and BRANCH.
  2. Confirm Tailscale is running on both server machines.
  3. Confirm MaxDent Enterprise is running on both machines.
  4. Use Check & Repair Connection in Branch Management.
Important: Tailscale is required on connected branch servers, not on every doctor or reception workstation inside the branch.
After Pro or Enterprise is ready

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.

Setup→Users→Patients→Appointments→Treatment→Finance→Reports & backups
Before entering real data

Set up the clinic foundation first

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

Consultation fee

Set the initial visit fee according to clinic policy.

First patient file number

Choose the starting file number carefully because it defines the numbering sequence.

Service prices

Review treatment prices and add missing procedures.

Medication library

Review medicines and doses according to clinic protocol.

Users & permissions

Create individual accounts and assign permissions before daily operation.

Theme

Each user can choose their preferred theme independently.

Team management

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.
Patient records

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.
Appointments

Add a new appointment

MaxDent appointments schedule
  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.
Treatment plan

Diagnosis and treatment planning

MaxDent odontogram and treatment plan
  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.
Finance

Collections and patient balances

MaxDent finance interface
  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.
Best practice: preserve the audit trail by using reversal/refund tools rather than deleting a transaction to change a number.
Administration & backup

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.
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