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The platform is organized into modules — discrete feature sets that you can think of as building blocks for your clinic’s workflow. Your plan tier determines which modules are available, and per-user permissions control who on your team can access each one.

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Module overview

There are 23 modules available across three plan tiers. Each tier includes everything from the tier below it, so upgrading only adds capabilities — you never lose access to what you already have.
Managed by our support team — Modules are enabled or disabled by our team based on your subscription plan. Contact support to request changes.

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Basic modules

Included in all plans — these are the core features every dental clinic needs.

Patients

Patient registration, directory, and profile management. The foundation of your clinic’s records.

Appointments

Scheduling, calendar views, appointment queue, and the full appointment lifecycle.

Clinical Notes

SOAP notes, clinical observations, and visit documentation for every patient encounter.

Treatment Plans

Create, track, and manage multi-step treatment plans with procedure-level detail.

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Pro modules

Available on Pro and above — adds 10 modules for clinics that need financial management, advanced clinical tools, and operational features.

Finance — Quotations

Generate and send cost estimates to patients before treatment begins.

Finance — Invoices

Create detailed invoices with line items, taxes, and discounts. Track payment status.

Finance — Receipts

Issue receipts for payments received, with PDF generation and download.

Dental Chart

Interactive dental charting with tooth-level condition tracking and visual diagrams.

Inventory

Track supplies, medications, and equipment with stock levels and reorder alerts.

Communication

Multi-channel messaging hub for SMS, email, WhatsApp, and in-app conversations.

Analytics

Dashboards and reports covering appointments, revenue, patient trends, and staff productivity.

Prescriptions

Digital prescription creation with medication databases and dosage management.

IPD (In-Patient)

In-patient department management for clinics that handle overnight stays or extended care.

Patient Files

Upload and organize patient documents — X-rays, consent forms, referral letters, and more.

Expenses

Track clinic expenses by category and generate reports for financial planning.

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Pro+ modules

Available on Pro+ — adds 3 specialized modules for clinics with advanced operational needs.

Lab Tracking

Track lab cases from submission to delivery, with status updates and lab provider management.

Insurance Claims

Submit, track, and manage insurance claims with status workflows and documentation.

Marketing

Patient recall campaigns to re-engage patients who are overdue for visits or follow-up treatments.

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How module access works

Module availability is determined by two layers:

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1. Plan tier

Your subscription plan sets the ceiling. A clinic on the Basic plan simply cannot access Pro modules, regardless of user permissions.

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2. User permissions

Within the modules your plan includes, each staff member’s permissions control what they can actually see and do. An Admin might have access to every enabled module, while a Receptionist might only see Patients, Appointments, and Finance.
Think of plan tier as “what your clinic has access to” and user permissions as “what each person has access to.” Both must align for a staff member to use a feature.

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Viewing your active modules

You can see which modules are currently enabled for your clinic under Admin > Modules. Each module displays:
  • Module name and description
  • Status — Enabled or Disabled
  • Plan tier required — Which tier the module belongs to
Disabled modules appear grayed out with an indication of which plan tier is required to unlock them.

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Requesting module changes

Since modules are managed by our support team, you cannot toggle them yourself. To enable or disable a module:
1

Determine the module you need

Review the module list and identify which module fits your workflow requirement.
2

Verify your plan tier

Ensure the module is included in your current plan. If not, you may need to upgrade first.
3

Contact our support team

Reach out via email or the in-app support channel. Specify which module you want enabled or disabled and for which clinic (if you manage multiple).
Disabling a module does not delete data. If you disable Finance and later re-enable it, your invoices and receipts will still be there. However, staff will not be able to access the module while it is disabled.

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Best practices

You do not have to enable every module your plan includes. Start with the essentials and add modules as your team’s workflow demands them. Fewer active modules mean a cleaner sidebar and less complexity for staff.
When enabling a new module, review which staff members should have access. Enable the module first, then update user permissions to include it.
If your clinic handles lab work, insurance claims, or patient recall campaigns, Pro+ modules can significantly reduce manual tracking effort.