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Find answers and step-by-step guides for running your clinic on OdontoX. Search above, or choose the path that matches your role.

Start by role

I'm an Admin

Set up your clinic, invite staff, manage billing, and configure settings.

I'm a Doctor

See patients, write notes, build treatment plans, and manage your schedule.

I'm a Receptionist

Book appointments, check patients in, and handle front-desk billing.

Set up a new clinic

Sign up and get approved

Create your OdontoX account and submit your clinic for approval.

Clinic Setup

Add your clinic profile, logo, hours, and payment details.

Invite Your Team

Add doctors, receptionists, and other staff members.

Roles & Permissions

Control who can access and change what in your clinic.

Common tasks

Book an appointment

Schedule, reschedule, and manage patient visits.

Create an invoice

Bill patients, record payments, and print receipts.

Use WhatsApp

Send confirmations, reminders, and patient messages.

Dental Charting

Track tooth conditions and plan treatment.

Clinical Notes

Document visits with SOAP notes and templates.

Ruby Insights

Get daily briefs, forecasts, and follow-up reminders.

Need help right now?

Troubleshooting

Fixes for login problems, missing features, failed messages, and more.

Glossary

Plain-language definitions for OdontoX terms.
Can’t find what you need? Email us at [email protected] or open a ticket from Settings → Support inside OdontoX.