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q.odontox.io Article Audit — v1.7 Stable

Generated: 2026-05-21 Scope: every article URL the OdontoX product points to as documentation (settings cards, in-product help links, README links). Cross-referenced against docs/changelog/v1.7-stable-public.md. Audience: docs team picking which articles to rewrite first. Tone direction for the rewrites: non-techy, business-focused, no AI-slop language. No “elevate”, “robust”, “seamless”, “powerful”, “embark”, “journey”, “leverage”, “supercharge”, “unlock”, “in today’s fast-paced world”. Write the way a calm, busy operations manager talks. Short sentences. Concrete numbers where we have them. No emoji. No mention of superadmin / impersonation / backstage tooling — the audience is the clinic.

1. Summary counts

  • MAJOR_REWRITE: 18 articles
  • MINOR_UPDATE: 19 articles
  • NO_CHANGE: 26 articles (includes containers /admin/settings and /docs/blog/)
  • NEW_ARTICLE_NEEDED: 4 articles
    • /admin/marketplace — Marketplace is the marquee v1.7 feature and has no current article.
    • /guides/notifications-matrix — the per-event × per-audience matrix is a new mental model worth its own page.
    • /admin/portal-seats-and-storage — replaces the now-misleading MAP framing.
    • /guides/trial-and-billing — trial countdown, 24h grace, PKT end-of-day, suspension email is a complete set worth one page.
Total classified: 67 URLs (65 articles + 2 containers).

2. Audit table

URLVerdictWhat changed in v1.7Business-focused lead sentence (1 sentence)
/admin/appearanceNO_CHANGEPublic notes don’t mention appearance/branding changes.
/admin/appointment-setupMAJOR_REWRITENew Settings card. Toggles: 12h/24h time format, click-to-book, default duration (30 min default), drag-snap (15/30 min), hover indicator.Set the five front-desk defaults — clock format, default booking length, click-to-book, drag-snap, hover preview — in one place so the calendar behaves the way your reception team actually works.
/admin/audit-logsNO_CHANGENot mentioned in public notes.
/admin/billingMAJOR_REWRITETile restored, Invoices/Receipts tabs, canonical PDFs, trial labels, bank QR on every invoice, portal seats + storage visible, addons requestable inline.See unpaid and paid OdontoX invoices side by side, scan the bank QR to pay without typing IBANs, and request more portal seats or storage without leaving the page.
/admin/bridge-devicesMAJOR_REWRITEAuto-starts with Windows, minimised to tray, fixed icon, WebP support, TIFF retry, instant inbox (no 15s polling).Bridge sits in the tray from boot, picks up WebP/JPEG/PNG/TIFF the moment the X-ray machine drops them, and files land in OdontoX instantly with no manual upload step.
/admin/clinic-settingsNO_CHANGENot specifically mentioned.
/admin/discount-policiesMINOR_UPDATEDiscount policies now flow into the treatment-plan builder, discounted total on the PDF.Discount policies now flow straight into treatment plans — pick a policy in the plan builder and the discounted total prints on the patient’s quote.
/admin/finance-letterheadMINOR_UPDATEDefault safe-zone margins 60mm top / 32mm bottom; allowed range 5–120mm top / 5–100mm bottom. Signatures print opaque black.Dial in the margins so prescriptions and invoices land cleanly in your pre-printed letterhead’s writable zone, with signatures that come out crisp black instead of grey ghosts.
/admin/inventoryMINOR_UPDATEAdd/edit double-submit guard. Low-stock + expiring alerts feed Ruby’s morning brief + the Reception AI action items.Stock alerts now reach the people who can act on them — they show up in Ruby’s morning brief for owners and on the reception dashboard as action items.
/admin/laboratoriesNO_CHANGELabs-management settings article itself not mentioned.
/admin/medicine-libraryNO_CHANGENot mentioned.
/admin/monthly-active-patientsMAJOR_REWRITEMAP concept replaced. Records (unlimited) and portal seats (100 Pro / 250 Pro+) are separate. “Provide portal access” per-patient checkbox. MAU stat sits below seats.Adding a patient record is free and unlimited — only patients you actively give portal logins to count against your seat limit, so growing the chart never costs more.
/admin/notificationsMAJOR_REWRITEFive flat toggles replaced by per-event × per-audience matrix. Defaults retuned to cut noise. Bulk silence-column / reset-row. Mobile card view. Old opt-outs preserved.Decide event-by-event who hears about an appointment, an invoice, or a treatment-plan acceptance — patient, doctor, admins, wider staff — so the inbox carries the things that matter and stops being noise.
/admin/operatoriesNO_CHANGENot mentioned.
/admin/patient-portal-accessMAJOR_REWRITEPortal access per-patient checkbox at create/edit, separate from chart. Invited patients fill medical history on first login. Confirm/cancel links work without login.A patient becomes a portal user only when you tick the box — separate from adding their chart — and the first time they log in they fill in the medical history that used to land on a clipboard.
/admin/permission-templatesMAJOR_REWRITEPro+ correct defaults from day one. Admins now have full permission tree. Doctor permission floor protects core clinical permissions.Staff land in OdontoX with the right access for your plan on their first sign-in, and a misconfigured template can no longer lock a doctor out of writing a prescription.
/admin/prescription-templateMINOR_UPDATEPhysical-letterhead no longer duplicates clinic header/footer. Margin range 5–120mm top / 5–100mm bottom. “Dr.” prefix consistent.Choose between digital letterhead and physical pre-printed paper and the prescription PDF respects the choice — no overlapping headers, signatures print crisp black, the doctor’s name carries “Dr.” automatically.
/admin/referral-programNO_CHANGENot mentioned.
/admin/securityMINOR_UPDATESessions roughly 3 months end-to-end. Multi-tab session race fixed. Cross-tab refresh lock.Staff stay signed in for about three months, including across deploys, and switching between tabs no longer signs anyone out.
/admin/service-catalogMINOR_UPDATETreatment plans pull procedures + costs from Service Catalog.The Service Catalog is now the source of truth for treatment-plan pricing — every procedure your doctors quote starts from a price you set here.
/admin/settingsMAJOR_REWRITELanding replaced with 8 grouped sections. Sections collapse when empty. Card descriptions no longer truncate.Find the toggle you need in seconds — Settings is now eight labelled sections instead of a 22-card wall, with empty sections folded away and full descriptions visible on every card.
/admin/signaturesMAJOR_REWRITEDoctors + receptionists self-manage signatures. “Receptionist” sub-line; “Dr.” reserved for doctors. Opaque black on print.Every doctor and receptionist manages their own signature — admins don’t get pulled into a daily intake task, and the printed signature is always sharp black on every PDF.
/admin/staff-managementMINOR_UPDATECross-clinic invite for existing OdontoX accounts. Plan-based defaults on first sign-in.Bring in a doctor who already works at another OdontoX clinic without the “email already exists” wall, and they show up with the right Pro or Pro+ permissions for your clinic on day one.
/admin/website-leadsMAJOR_REWRITE (brand-new feature)New inbox. Clinic-website forms post to OdontoX with per-form token. Name/email/phone/DOB/message + Convert to Patient. Pipeline: new → contacted → converted → archived → spam. Origin lock + rate limit. Optional auto-reply.Inquiries from your clinic website land in one place instead of getting buried in a personal inbox — convert a lead to a patient record in one click and track who still needs a callback.
/admin/whatsappMAJOR_REWRITELifecycle automation on confirm/cancel/no-show/reschedule/booking/completed. Auto-bound templates. Inbound media (photo/GIF/voice/sticker/PDF). Real ✓/✓✓/blue ticks. Markdown. Reschedule via WhatsApp (even after no-show). Daily Meta reconcile. Per-tab toggles.WhatsApp now runs the appointment lifecycle for you — confirmations, reminders, reschedule requests, completed-visit reviews — and patients can pick a new slot themselves over the chat, including after a no-show.
/ai/overviewMAJOR_REWRITERuby’s Daily Brief: lab cases, inventory alerts, appointment status, financial + patient-flow context. Revenue forecasts return “needs more data” under 5 invoices. CSV imports not flagged suspicious. Churn risk skips zero-appointment patients.Ruby’s morning brief now covers the things that actually slow a clinic down — lab cases coming due, stock running out, appointments by status — and stops guessing on data it doesn’t have.
/clinical/appointmentsMAJOR_REWRITECalendar overhaul (canvas, sidebar, click-to-book default off, 30-min default, drag-snap, 12h/24h, cancelled+no-show reschedule, day view 96px, week auto-agenda, month density tints, cancellation reason dialog, Web/WhatsApp timeline split, duplicate-block, out-of-hours messages).The calendar reads like a calendar — wider canvas, half-hour grid, an unmissable “Now” pill, a Web vs WhatsApp event split, and reschedule that works even after a no-show.
/clinical/bridgeMAJOR_REWRITEAuto-start, tray-resident, WebP, TIFF retry, instant inbox. TIFF/DICOM auto-convert to PNG for Ruby.Bridge runs in the background from the moment the X-ray machine PC boots, captures every common image format the radiograph produces, and the files surface in OdontoX the second they’re saved.
/clinical/clinical-notesMINOR_UPDATEPer-tooth panel in dental chart has full AI tooling (dictate, rewrite/grammar/shorter/detailed, SOAP).Clinical notes inside the dental chart are the same AI-assisted notes you use elsewhere — dictate, tidy up, then drop into a SOAP structure.
/clinical/dental-chartingMAJOR_REWRITEAlways on every plan. Auto-saves 1.5s after last edit. Per-tooth memoization. AI notes inside tooth panel. Hidden from receptionist end-to-end.The dental chart is on for every clinic, saves automatically as you work, and feels instant on iPad even when you’re flicking between teeth.
/clinical/dicom-imagingMAJOR_REWRITEDICOM viewer → “Radiology Workstation”. Files → “X-Ray & Radiology Files”. DICOM/TIFF auto-convert. Multi-page TIFF pagination. Self-healing thumbnails. Ruby reads TIFF + DICOM. Bridge inbox shows “Processing…” amber badge.One Radiology Workstation for DICOM, X-Ray, TIFF and standard image files — Ruby reads them all, and they’re ready to open the moment they finish converting.
/clinical/ipdNO_CHANGEOnly mentioned as Pro+ default.
/clinical/lab-casesMAJOR_REWRITEAppointment right rail shows real cases (status, lab name, due date, tooth). Files-from-Lab card actually shows lab uploads. Auto-refresh on shared-link updates. JPEG/PNG 25MB multi-file. Full-page create. Toast on lab upload. Lab images in Radiology Workstation.See every lab case on the appointment, get a toast the moment the lab uploads new files, and watch status changes flow in without a manual refresh.
/clinical/patient-filesMINOR_UPDATEModule → “X-Ray & Radiology Files”. Find patients before they have files (for first upload).Files are now grouped into Radiology and Documents tabs, and you can find a patient before they have a single file to attach the first one to.
/clinical/patientsMAJOR_REWRITESmart typeahead picker everywhere. Persisted sort (Date/Name/MRN) + Status filter per role. ORDER BY fix (edited patients no longer jump pages). Pagination 25/50/100 + total count. N/A for missing DOB. DOB optional. Medical history at intake (two-tab form). Oral habits as colour tags. Editable MRN with “Next: MRN-…” hint. Single-query aggregation for 5,000+ clinics. Phone fixed to +92 with 10-digit cap. Gender Male/Female only.The patient list is fast on 50,000 records, the typeahead picker lets you find someone in two keystrokes, and editing a chart no longer throws the row to a different page.
/clinical/prescriptionsMAJOR_REWRITEPhysical-letterhead fix. Margin range 5–120mm top / 5–100mm bottom; defaults 60/32. Crisp-black signatures. Save guard on double-click. “Dr.” prefix consistent.Print prescriptions on your pre-printed letterhead with margins that actually fit your paper, and the signature on every copy comes out sharp black instead of a grey ghost.
/clinical/ruby-reportsMAJOR_REWRITEHistory → Reports. Expandable cards with full Ruby analysis (impression, findings with severity + CDT codes, recommended views). Export Report PDF with branded letterhead + embedded radiograph. Saved-to-patient. Ruby reads TIFF + DICOM.Open Ruby’s full read for any radiograph in one tap and print or send a branded PDF with the image embedded, so referring doctors and insurers get the same view your doctor saw.
/clinical/treatment-plansMAJOR_REWRITEProcedures from Service Catalog (auto-cost). Before/after photos visible in PDF + share link. Required-field validation. Navigate to new plan on save. 15-procedure cap. One-tap detail. Cached revisit. Discount policy in builder.Build a treatment plan from your service catalog, attach before/after photos, apply a discount policy, and hand the patient a polished PDF without leaving the page.
/finance/daily-closeMINOR_UPDATE”Today’s revenue” + “today’s appointments” on Pakistan calendar day. EOD report flows through the matrix.Daily close runs on the Pakistan calendar day — today’s revenue and today’s appointments line up with the work you actually did between 9 AM and 9 PM PKT.
/finance/document-numberingNO_CHANGENot in public notes (MRN is patient-side).
/finance/expensesNO_CHANGENot mentioned.
/finance/financial-hubRETIRE / MERGERemoved from admin overview. Recommend 301 → /finance/reports and one-line note on /admin/settings.
/finance/installment-plansNO_CHANGENot mentioned.
/finance/insurance-claimsMINOR_UPDATESmart typeahead picker on Save. Double-submit guard.Pick the patient on a claim with two keystrokes and the form refuses to file the same claim twice on a misclick.
/finance/invoicesMAJOR_REWRITEPer-clinic safety caps on totals. Overflow typos no longer leak SQL. Inline payment validation (overpayment blocked, Confirm disabled until corrected). Receipts + payment history immediate. Bill To omits patient phone on documents + share links. “Generated from Quotation #X” on PDF. Double-submit guard.Issue invoices that are guaranteed to be in range, blocked from typo-overpayments, and never print the patient’s phone on a document a third party will read.
/finance/quotationsMINOR_UPDATEPer-clinic safety cap. Patient phone removed from Bill To. Portal shows ”→ Invoice #ODX-…” once accepted.Quotations carry a clinic-set safety cap, drop the patient’s phone from the printed copy, and tell the patient on their portal exactly which invoice came out of which quote.
/finance/receiptsMINOR_UPDATESubscription receipts include Bank Details block. Customer receipts omit patient phone. Double-submit on payment confirm.Receipts show the clinic’s bank details for future reference, leave the patient’s phone off the printed copy, and can’t be issued twice from a fast double-click.
/finance/reportsMINOR_UPDATEPKT calendar day. Reception AI aging buckets (1-7, 8-14, 15-21, 22+) with names + PKR totals.Reports run on the Pakistan calendar day, and the reception dashboard nudges you with aging buckets so the 22+ day debts get the strongest follow-up.
/guides/appointmentsMAJOR_REWRITEMirrors calendar overhaul. Save & Book on patient form. Doctor-schedule enforcement at booking. Time grid shrinks to doctor’s shift.The new appointments flow — bigger canvas, half-hour grid, doctor schedules enforced at booking, a structured reason dialog when you cancel, and one screen for the WhatsApp side of the conversation.
/guides/clinical-notesMINOR_UPDATEPer-tooth dental-chart notes use full AI tooling.Dictate a clinical note inside the per-tooth panel, tidy it with the toolbar chips, and let the AI structure it as SOAP — same notes experience as everywhere else in the chart.
/guides/dental-chartMAJOR_REWRITEUniversal availability + auto-save + memoization + AI notes in tooth panel + receptionist hidden.The dental chart is on for every clinic, saves the moment you stop typing, and stays snappy on the iPad your hygienist is using chairside.
/guides/insurance-claimsNO_CHANGEBeyond typeahead picker.
/guides/invite-staffMAJOR_REWRITEPlan-based defaults. Full admin permission tree. Per-clinic role on multi-clinic accounts. Cross-clinic invite for existing accounts. Doctor permission floor.Inviting a staff member is now a two-minute job — they sign in with the right permissions for your plan, multi-clinic doctors get the right role at each clinic, and existing OdontoX accounts are picked up automatically.
/guides/invoicesMINOR_UPDATEMirrors /finance/invoices.An end-to-end invoice walkthrough that uses the new safety caps, payment-validation, and quote-to-invoice link instead of the old freehand flow.
/guides/ipdNO_CHANGEOnly as Pro+ default.
/guides/lab-trackingMAJOR_REWRITEMirrors lab-cases improvements end-to-end.Send a case, share the link, and watch the lab’s updates arrive in OdontoX without a single refresh — files included.
/guides/mobile-appNO_CHANGEOnly behind-the-scenes telemetry.
/guides/prescriptionsMINOR_UPDATEMirrors /clinical/prescriptions.Print on either OdontoX’s digital letterhead or your own pre-printed paper, dial in your margins once, and the signature comes out clean every time.
/guides/pro-overviewMINOR_UPDATEPro+ defaults automatic. Portal-seat caps (100 vs 250). Unlimited records both tiers.What you get when you move from Basic to Pro to Pro+, restated against the new portal-seat and storage model — records are unlimited at every paid tier.
/guides/pro-roadmapNO_CHANGENot specifically called out.
/guides/ruby-reportsMAJOR_REWRITEMirrors /clinical/ruby-reports.Open Ruby’s full read for any radiograph, print a branded PDF with the image on it, and the report saves to the patient chart in the same click.
/guides/scale-tipsMINOR_UPDATEPatient list freeze resolved on 5,000+ clinics. Typeahead picker holds at 50,000. 90s SWR cache. Dashboard cold-load 320KB (down from 3.5MB).If you’re past 5,000 patients, the app now stays out of your way — the patient list opens fast, the typeahead picker works at any size, and modules feel instant after the first open.
/guides/welcomeMAJOR_REWRITEWelcome → Settings now 8-section regroup. Trial countdown banner visible day one. Marketplace card on welcome path.A first-day tour of where things live — Settings in eight labelled groups, the trial countdown on the top bar, and the Marketplace as a way to add only the modules you need.
/guides/whatsapp-setupMAJOR_REWRITEMirrors /admin/whatsapp end-to-end.Setting up WhatsApp once means appointments confirm, reminders fire, and patients can reschedule themselves — all without your receptionist copy-pasting into the chat.
/docs/blog/NO_CHANGEContainer.
/docs/blog/introducing-odontoxNO_CHANGEHistorical post.
/docs/blog/the-recall-effectNO_CHANGERecall framing unchanged.
/privacyMAJOR_REWRITE2026-05-06 privacy policy rewrite shipped per RELEASES.md.Updated privacy notice reflecting current data flows, third-party processors, and patient data handling — replaces the pre-May text.
/termsNO_CHANGENo public-notes mention of a terms rewrite.

3. Prioritised rewrite order

Ranked by visibility-in-onboarding × frequency-of-admin-reference × delta-from-old-content:
  1. /admin/settings — every onboarding tour lands here.
  2. /admin/marketplace (new) — marquee v1.7 feature with no current article.
  3. /admin/notifications — single-highest delta; every admin touches it in week one.
  4. /admin/whatsapp + /guides/whatsapp-setup — biggest impact on daily front-desk hours.
  5. /clinical/appointments + /guides/appointments — receptionists live in this article.
  6. /admin/billing — first place an admin checks every month.
  7. /admin/monthly-active-patients + /admin/portal-seats-and-storage (new) — pricing reframe.
  8. /admin/appointment-setup — net-new card.
  9. /admin/bridge-devices + /clinical/bridge — fresh Bridge v1.1.0 installer.
  10. /clinical/dental-charting + /guides/dental-chart — universal availability is sales-relevant.
  11. /clinical/treatment-plans — service-catalog binding + photos.
  12. /clinical/lab-cases + /guides/lab-tracking — labs auto-refresh.
  13. /clinical/dicom-imaging + /clinical/ruby-reports + /guides/ruby-reports — Radiology Workstation + branded export PDFs.
  14. /admin/website-leads — brand-new inbox.
  15. /admin/permission-templates + /guides/invite-staff — Pro+ defaults + doctor floor.
  16. /admin/signatures — reduces admin support load immediately.
  17. /finance/invoices — safety caps + payment validation.
  18. /clinical/patients — patient list rewrite.
  19. /guides/welcome — refresh after the above land.
  20. /privacy — operate on the approved 2026-05-06 text.

4. Retire / merge

  • /finance/financial-hub — Financial Hub removed from admin overview. 301 → /finance/reports. One-line note on /admin/settings explaining where old finance entry points moved.
  • /admin/monthly-active-patients — retitle / redirect to new /admin/portal-seats-and-storage. Keep old URL as 301 to preserve in-product deep links until they migrate.

5. Confidence notes

Articles I had the least signal on (defaulted to NO_CHANGE but the docs team should sanity-check):
  • /admin/audit-logs — session-handling / impersonation-tracking changes are real but only in internal notes. Public notes are silent. Worth a 5-minute look.
  • /admin/clinic-settings — only outputs (PDF letterhead, signatures) are mentioned; the page itself probably stable.
  • /finance/document-numbering — if the article covers invoice numbering, the per-clinic safety caps work belongs here as a MINOR_UPDATE.
  • /clinical/ipd + /guides/ipd — only mentioned as Pro+ default in public notes.
  • /privacy — verdict is MAJOR_REWRITE based on the 2026-05-06 rewrite entry in RELEASES.md; public release notes themselves don’t restate the policy.