Description
This Quick Guide lists all the topics that were covered in the Administration Setup (Conversion) 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.
Steps
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 - General
- 7 - Other Helpful Links
- 8 - Additional Videos
Section 1 - Curve Hero Basic Layout
| Basic Layout | Community Resources(s) | Video(s) |
|---|---|---|
|
Curve Hero Basic Layout |
Curve Hero Basic Layout |
Section 2 - Practice Information
| Clinic Details | Community Resources(s) | Video(s) |
|---|---|---|
|
Practice and Clinic Information
Card processing options Bank Details Clinic hours Operatories Partners Letters Configuration |
Adding a Practice or Clinic Logo and Photo. Enabling Bluefin Integration in Curve Hero Configuring Global Payments in Curve Hero (US) Updating Bank Details Clinic Settings Overview Updating Clinic and Appointment Hours Updating an Operatory Editing Third-Party Partner Settings Updating and Adding Headers and Footers in Letters |
|
Section 3 - Patient Management
| Patient Management | Community Resources(s) | Video(s) |
|---|---|---|
|
Patient Profile Data Fields
Medical Alerts Profile Tags Referral Sources Administration Patient Notifications Files and Letters |
Patient Profile Data Fields Creating a New Medical Alert Adding and Using Profile Tags Adding, Renaming, Archiving, Unarchiving and Deleting a Referral Source Changing the Notification Settings in the Profile and in Administration Creating Default Folders for the Files and Letters Module |
Patient Profile Data Fields Profile Tags Updating the Referral Source |
| Scheduling | Community Resources(s) | Video(s) |
|---|---|---|
|
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|
| General | Community Resources(s) | Video(s) |
|---|---|---|
|
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|
| Helpful Links | Community Resources(s) | Video(s) |
|---|---|---|
|
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|
Curve Community Overview |
| Additional Videos | Community Resources(s) | Video(s) |
|---|---|---|
|
Adding a Fee Guide (CAN) Adding a Fee Guide (US) Importing and Exporting Fee Guides Customizing Procedures |
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.