RETAIN Knowledge Base
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PRACTICE
PRACTICE
GETTING STARTED
ACCOUNT SETTINGS + BILLING
PATIENT INFORMATION
UNDERSTANDING DASHBOARDS + REPORTS
PATIENTS
GETTING STARTED
ACCOUNT SETTINGS + BILLING
MY SUBSCRIPTION + SETTINGS
LAB
ORDERS
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RETAIN Knowledge Base
PRACTICE
PRACTICE
GETTING STARTED
ACCOUNT SETTINGS + BILLING
PATIENT INFORMATION
UNDERSTANDING DASHBOARDS + REPORTS
PATIENTS
GETTING STARTED
ACCOUNT SETTINGS + BILLING
MY SUBSCRIPTION + SETTINGS
LAB
ORDERS
PRACTICE
The knowledge base articles within this section are geared towards users of RETAIN from the orthodontic side.
GETTING STARTED
How to add or delete users and manage their roles
How to start using RETAIN
ACCOUNT SETTINGS + BILLING
How to reset your RETAIN password
How to update your credit card information
How to update subscription pricing and activate/deactivate plans
How to set or change your first retainer(s) offer
How to update practice details
How to update your account details/information
See more
PATIENT INFORMATION
How to add a patient
How to resend an invite
How to update a patient's email address
How to edit/update patient’s retainer information, scans, & notes
How to export STL files from iTero
How to place an on demand order (practices)
How to add multiple patients to RETAIN
See more
UNDERSTANDING DASHBOARDS + REPORTS
Understanding the Orders screen and functionality
Understanding the Patients screen and functionality
How to run a Revenue Report
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