Product Features

# Solo Dental CRM v1.0 (22-05-2026)

Solo Dental CRM is a production-ready PHP and MySQL web application for a single dentist or small solo dental clinic. It provides one secure workspace for the dentist owner and a controlled patient portal for patients to view their own appointments, prescriptions, invoices, clinical history, and dental records.

## Key Features

### Dentist Owner Workspace
- Premium blue dashboard UI inspired by FoundationPro style
- Secure single dentist owner login
- Patient management with blood group, allergies, and portal access
- Appointment management with status updates
- Clinic working days and clinic time settings
- Holiday settings to disable non-working booking dates
- Appointment booking restricted to the next 14 available days
- Email notifications for appointment booking and status changes
- Clinical notes and patient history timeline
- Dental chart records with patient-history and patient-portal visibility
- Treatment plans
- Prescription creation, editing, print/PDF view, email, and WhatsApp sharing
- Invoices, payments, products, and services
- Product/service active, inactive, and delete controls
- Reports suitable for a solo clinic workflow
- Clinic settings, email/SMTP settings, dentist license details, logo, and signature fields

### Patient Portal
- Uses the same main login screen; no separate patient login page
- Patient can view dashboard, appointments, prescriptions, invoices, clinical history, documents, and simplified dental chart records
- Patient can book appointments only within allowed clinic days, available slots, and the next 14 days
- Patient can cancel only valid upcoming appointments
- Past appointments show a clear status instead of cancel action

### Security & Production Readiness
- Protected modules and upload folders
- Directory browsing disabled using `.htaccess` and index fallback files
- Role-based access protection for dentist owner and patient sessions
- Patient portal restricted to the logged-in patient’s own records
- Production-safe error display settings
- Installer with database setup, admin creation, password confirmation, and APP_URL handling
- System-ready structure for shared hosting, WAMP, cPanel, VPS, or local testing

## Requirements

- PHP 8.0 or higher recommended
- MySQL 5.7+ or MariaDB 10.3+
- PDO MySQL extension enabled
- Apache with `.htaccess` support recommended
- PHP mail or SMTP access for email notifications

## Installation

1. Upload the complete `mws-solo-dental-crm-v1.0` folder to your server.
2. Open the app URL in your browser.
3. The installer will open automatically if `config/installed.php` does not exist.
4. Enter database details, admin/dentist owner details, clinic name, and email mode.
5. Complete installation.
6. Delete or restrict the `/install` folder after installation.
7. Login using the dentist owner account created during installation.

## Important Settings After Installation

Go to **Settings** and configure:

- Clinic name, phone, email, address, GST, invoice prefix, currency symbol
- Clinic logo
- Dentist name, qualification, specialization, license/registration number, council name, experience, signature
- Email mode: PHP mail, SMTP, or log mode
- Clinic working days and clinic times
- Holidays / blocked dates

These values are used across prescriptions, invoices, patient portal, and email notifications.

## Default Demo Data

The installer can import demo data for testing. Before going live, remove or replace demo patients, appointments, invoices, and prescriptions.

## Recommended Production Checklist

- Change the default/admin password during installation
- Use a strong database username and password
- Configure SMTP for reliable email delivery
- Upload clinic logo and dentist signature
- Configure clinic timings and holidays
- Test appointment booking from the patient portal
- Test email notifications for booking and status changes
- Test prescription and invoice downloads
- Delete or restrict the `/install` folder after setup
- Keep regular database and file backups

## Folder Protection

The package includes `.htaccess` and `index.php` fallback files to prevent public directory browsing. If the server is not Apache, configure equivalent rules in Nginx or the hosting control panel.

## Changelog

### Version 1.0
- Production release of Solo Dental CRM
- Finalized premium blue UI and dashboard
- Unified dentist owner and patient login
- Removed separate patient login screen
- Added patient portal dashboard improvements
- Added patient appointment cancellation rules
- Added clinic timing and holiday-based booking controls
- Restricted booking to the next 14 available days
- Added dental chart visibility in patient history and patient portal
- Added dentist license/profile settings for prescriptions and invoices
- Added appointment email notification workflow
- Added product/service deactivate controls
- Added module and folder protection
- Cleaned package and documentation for production release

## License

This software is provided under a proprietary license. Redistribution, modification, resale, or repackaging is prohibited without permission from the author.