Description
This Quick Guide lists all the topics that were covered in the Administration Setup session 1 training, along with links to other Community Quick Guides and training videos. This can also be used as a checklist to make sure the user can perform all of the tasks that were covered in the training.
Contents
The following topics are included in this Guide:
1 - Curve Hero Basic Layout
2 - Practice Information
3 - Patient Management
4 - User Management
5 - Scheduling
6 - Maximizing Your Practice
7 - Appointment and Recare Tags
8 - Shortcut Buttons
9 - Note Templates
10 - Form Templates
11 - Introduction to Curve Community
Section 1 - Curve Hero Basic Layout
Task: ☐ Understand Basic Layout
Resources:
Article: Basic Layout Guide
Video: Layout Recording
Section 2 - Practice Information
Tasks:
☐ Clinic Details, Hours, and Operatories
☐ Practice Logo Setup
Resources:
Article: Settings & Logo
Section 3 - Patient Management
Tasks:
☐ Profile Tags and Referral Sources
Resources:
Article: Profile Tags
Video: Profile Tags Video
Section 4 - User Management
Tasks:
☐ Admin Roles, Dentist Profiles, and Billing IDs
Resources:
Article: User Overview
Video: Claim Info Setup
Section 5 - Scheduling
Tasks:
☐ Scheduler Config, Appt Text Color, and Confirmations
Resources:
Article: Updating Text Color
Section 6 - Maximizing Practice
Tasks:
☐ Systemizing Processes and Tool Optimization
Resources:
Article: Customizing Tools
Video: Practice Overview
Section 7 - Appointment & Recare Tags
Tasks:
☐ Production, New Patient, and Emergency Tags
Resources:
Article: Setting Up Tags
Video: Maximizing Tags
Section 8 - Shortcut Buttons
Tasks:
☐ Shortcut Lists and Maximizing Production
Resources:
Article: Shortcut Setup
Video: Shortcut Video
Section 9 - Note Templates
Tasks:
☐ Systemizing Notes and Templates Overview
Resources:
Article: Notes Overview
Video: Templated Notes
Section 10 - Form Templates
Tasks:
☐ Consent Forms and Curve Forms Intro
Resources:
Article: Forms Process
Video: Forms Overview
Section 11 - Curve Community
Tasks:
☐ Conversion Homework and Final Assembly
Resources:
Article: Utilizing Community
Video: Community Overview
Additional Integration Links
Article: Enabling Bluefin Integration
Article: Configuring Global Payments (US)
Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.
Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.
Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.