What this platform is
A multi-tenant dental clinic platform that unifies scheduling, patient records, clinical documentation, billing, and reporting. Each clinic operates in an isolated tenant context with role-based access and optional modules.Core building blocks
- Clinics and clinic context.
- Users with roles and per-clinic assignments.
- Patients linked to clinic records and optionally to portal accounts.
- Clinical records including charting, notes, treatment plans, prescriptions, and files.
- Finance records including quotations, invoices, receipts, and payments.
- Messaging, notifications, and public document sharing.
How access works
- Roles are set on the user record and reinforced by clinic assignments.
- Permissions are applied to non-admin staff and can be customized per staff member.
- Clinic admins manage clinic settings and staff access.
Where to go next
- Quick Start Guide
- Onboarding and Approval
- Clinic Setup and Branding
- Roles and Permissions
- Role Guides