14 modules. One record. Every organization.
Every module below reads and writes to the same patient chart - so nothing gets re-entered, and nothing falls out of sync between the front desk and the clinician.
Appointments & Clinical Desk
Book, reschedule, and manage appointment types with their own pricing - consultation, treatment, follow-up, emergency. The Clinical Desk turns that schedule into a live, real-time queue board for the front desk and clinical staff, with an audible chime when a patient checks in and a warning when a staff member already has a conflicting appointment.
- Calendar and list views with configurable appointment types and pricing
- Real-time Clinical Desk queue board for front desk and clinical staff
- A heads-up when a staff member already has a conflicting appointment
- Audible check-in chime so the desk never misses an arrival
Patient Records
Every patient has a single record covering demographics, typed allergies (drug, food, environmental, contact), current medications, complications, and structured medical history - conditions, surgeries, and family history - alongside timestamped clinical notes staff can add during or after a visit.
- Typed allergy tracking with severity and reaction detail
- Structured medical history: conditions, surgeries, family history
- Timestamped clinical notes tied to each visit
- One chart per patient, shared across every module
Treatments & Treatment Plans
Maintain a catalog of treatments by category, with pricing, duration, anesthesia flags, contraindications, and pre- and post-appointment instructions. Build templated treatment plans once and apply them to any patient, then track progress against the plan visit by visit.
- Treatment catalog with pricing, duration, and category
- Contraindication and anesthesia flags surfaced before a procedure
- Templated treatment plans applied and tracked per patient
- Pre- and post-appointment instructions attached to each treatment
Prescriptions
Prescribe with dosage, frequency, and duration on record, alongside contraindications, side effects, and pharmacy information. Every prescription carries a status - active, completed, cancelled, or expired - so the chart always reflects what a patient is actually taking.
- Dosage, frequency, and duration on every prescription
- Contraindication and side-effect detail at the point of prescribing
- Full lifecycle status: active, completed, cancelled, expired
- Pharmacy information recorded alongside the prescription
Billing & Finance
Generate invoices directly from appointments and treatments, itemized with discounts, and track them from draft through issued, paid, partially paid, or cancelled. Every payment and refund is recorded as a transaction against one of your accounts, with a configurable refund window and full status tracking.
- Invoices itemized straight from appointments and treatments
- Payments and refunds recorded as transactions, not loose entries
- Refunds within a configurable refund window
- Print-ready invoices for patients and records
Accounts & Multi-Currency Ledger
Every invoice payment, refund, transfer, staff withdrawal, and deposit lands on one ledger, scoped to the cash or bank account it actually moved through. Hold accounts in different currencies with automatic exchange-rate conversion on transfers, and grant staff access per account - who can record, approve, void, or delete - independent of their role.
- Unlimited cash and bank accounts, each in its own currency
- Account-to-account transfers with automatic exchange-rate conversion
- Per-account staff access - who can record, approve, void, or delete
- Full account statements with running balances, always reconciled
Dynamic Forms & Dental Charts
A form builder with text fields, checkboxes, dropdowns, and dates - plus a purpose-built dental chart widget using standard FDI tooth numbering. Submissions are timestamped, printable, and amendable or voidable with a reason on record, so the paper trail holds up.
- Drag-together form builder - no code change required
- Dental chart widget with FDI tooth numbering
- Amend or void a submission with a reason on record
- Every submission timestamped and printable
Patient Portal
Patients get their own secure login to request appointments, which staff can approve or reject from the console. Front desk teams can link patient portal accounts, manage access, and reset passwords without a support ticket.
- Patients request appointments online, on their own time
- Staff approve or reject requests before they hit the calendar
- Front desk can link accounts and reset access directly
- Fewer inbound calls just to book a follow-up
Staff & Role-Based Access
Granular, permission-level access control across staff, patients, appointments, treatments, medical history, finance, prescriptions, and forms. Seeded roles - Doctor, Nurse, Receptionist, Manager, Super Administrator - cover most practices out of the box, and every permission can be adjusted for your practice.
- Granular permissions across every clinical and operational module
- Seeded roles for Doctor, Nurse, Receptionist, and Manager
- Roles and permissions adapt as your practice grows
- A receptionist never sees what only a clinician should
Create as many custom roles as you need, each built from 70+ granular permissions.
Dashboard & Practice Analytics
A configurable widget grid surfaces the numbers a practice checks daily: appointment and revenue trends, busiest hours, new versus returning patients, staff workload, account balances, pending portal approvals. Drag widgets into the layout that matches how your team works, and every installed module - treatments, forms, inventory, prescriptions - contributes its own widgets automatically.
- 14 built-in widgets covering appointments, revenue, staffing, and accounts
- Drag-and-drop layout, arranged the way your practice works
- Installed plugins add their own widgets automatically
- One screen instead of five reports
Inventory & Purchasing
Track suppliers and purchase orders the way a real back office does, and manage consumables - gloves, anesthesia, materials - alongside serialized assets like equipment, on one movement ledger. Every purchase order reconciles against stock on hand, so nobody's guessing what's actually in the cabinet. Overhead expenses - rent, utilities, payroll - reconcile the same way, on the same ledger.
- Supplier and purchase order management
- One catalog for consumables and serialized equipment
- Stock movements reconciled against every purchase order
- Overhead expenses tracked on the same ledger
Print, Built In - A4 and Thermal
Prescriptions, invoices, purchase orders, account statements, transactions, and form submissions all print on demand, in either A4 or thermal receipt format, with your own footer and terms configured once. No separate PDF tool, no reformatting a screenshot for the printer.
- A4 and thermal receipt printing across nearly every document
- Configurable footer and terms per document type
- Built for front-desk and pharmacy-style counters
- No third-party PDF tool required
Two-Factor Authentication & Session Control
Staff can enable TOTP two-factor authentication from their account settings, backed by a session manager that lists every active device with its last activity, so signing out a lost laptop or a stale login takes one click.
- TOTP two-factor authentication, enabled per staff account
- Every active session listed with device and last-activity detail
- Sign out any device remotely, in one click
- Guarded sign-in and login-activity logging platform-wide
Make It Yours
Upload separate light and dark logos, set a custom favicon and browser tab title, and apply your brand color across the console's UI. Staff and patients see your practice's identity, not a generic template.
- Separate light and dark mode logo uploads
- Custom favicon and browser tab title
- Brand color applied across the console UI
- One appearance, consistent for every staff member and patient