Clinic
A clinic is your workspace in OdontoX. It holds your patients, staff, appointments, records, and billing data. Each clinic has its own settings, branding, and subscription. If you run more than one location, you can use multi-clinic support to keep each branch separate while managing them from one account.Users and roles
Everyone who logs into OdontoX is a user. Each user has a role:- Admin — manages clinic settings, staff, billing, and subscriptions.
- Doctor — handles clinical work: patients, appointments, charting, notes, and prescriptions.
- Receptionist — manages the front desk: scheduling, patient registration, and payments.
- Patient — uses the patient portal to view their own records, appointments, and bills.
Patients and records
A patient is anyone your clinic treats. Each patient has a record that includes:- contact and profile information
- medical and dental history
- appointments
- clinical notes, dental charts, prescriptions, and files
- treatment plans, quotations, invoices, and receipts
Billing and finance
OdontoX tracks money through a simple flow:- Quotation — an estimated cost shared with the patient before treatment.
- Invoice — the final bill.
- Receipt — proof of payment after the invoice is paid.
- Installment plan — when a patient pays over time.
Modules and the Marketplace
Modules are add-on features you can turn on for your clinic. Examples include WhatsApp messaging, DICOM imaging, insurance claims, and marketing tools. Some modules are included in your plan. Others are available through the Marketplace and may cost extra.Access control
What a user can see and do depends on:- Their role.
- The modules enabled for the clinic.
- Any permission overrides set for that user.