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Getting Started

Getting Started with Baselayer

A step-by-step guide to setting up your paperless dental practice in under 30 minutes.

3 Jan 20266 min read

Why go paperless?

Paper forms slow your front desk down. Patients arrive, fill out clipboards, and your team re-enters the same data into a system. With Baselayer, patients complete intake on a tablet in your waiting room, or from home before they arrive.

Every form is digitally signed, automatically filed, and instantly available in the patient record. No scanning, no filing cabinets, no lost paperwork.

Step 1: Create your practice account

Sign up at baselayer.med and follow the onboarding wizard. You’ll set your practice name, upload your logo, and invite your team. Each staff member gets their own login with role-based permissions.

Baselayer connects to your existing Google Workspace so every document is stored in your own Google Drive with a signed Business Associate Agreement.

Step 2: Configure your forms

Choose from pre-built dental consent and indemnity templates, or customise every field. Add conditional logic so the form adapts to each patient and treatment type. Required fields ensure nothing is missed.

Forms are POPIA-compliant out of the box and include legally binding e-signatures.

Step 3: Set up your appointment book

The drag-and-drop appointment book supports multiple providers with colour-coded appointment types. Set your working hours, configure treatment durations, and start scheduling immediately.

Appointments sync in real-time across every device so your whole team stays aligned.

Step 4: Enable kiosk mode

Place a tablet at reception and enable kiosk mode. Patients tap to start, complete their forms, sign, and hand the tablet back. The form is instantly available in their record. No data entry required.

Kiosk mode locks the device to the form screen so patients can’t navigate away.

What’s next?

Once your practice is set up, explore AI-powered clinical writing, digital prescriptions and referrals, lab forms, and automated patient communication via email and WhatsApp.

Every feature is designed to save your team time and give your patients a modern, professional experience.

Ready to get started?

Book a demo and see how Baselayer can transform your practice.