# Support Portal | OdontoX ®

> Learn how to use OdontoX, the AI-powered dental practice management platform for clinics, dentists, reception teams, and multi-branch dental organizations.

## Docs

- [MOBILE API COMPREHENSIVE](https://q.odontox.io/MOBILE_API_COMPREHENSIVE.md)
- [Appearance](https://q.odontox.io/admin/appearance.md): Personalise your workspace color scheme and switch between light and dark mode — changes apply only to your account and do not affect other users.
- [Appointment Setup](https://q.odontox.io/admin/appointment-setup.md): Set the five front-desk calendar defaults — clock format, default duration, click-to-book, drag-snap, hover preview — in one place per clinic.
- [Audit Logs & HIPAA Compliance Tracking](https://q.odontox.io/admin/audit-logs.md): Review a tamper-proof record of every significant action in your clinic, query logs by date, user, and action type, and maintain HIPAA compliance.
- [My Billing — Invoices, Receipts and Bank QR](https://q.odontox.io/admin/billing.md): See unpaid and paid OdontoX invoices side by side, scan the bank QR to pay, and request more portal seats or storage without leaving the page.
- [Bridge — Tray-Resident, Auto-Starting, Instant](https://q.odontox.io/admin/bridge-devices.md): Bridge sits in the tray from boot, picks up WebP, JPEG, PNG and TIFF the moment your X-ray machine drops them, and files land in OdontoX instantly.
- [Clinic Settings: Profile, Branding & Billing](https://q.odontox.io/admin/clinic-settings.md): Configure your clinic profile, branding, operating hours, payment instructions, document numbering, and default currency to personalize the OdontoX workspace.
- [Discount Policies — Now in Treatment Plans](https://q.odontox.io/admin/discount-policies.md): Discount policies flow straight into treatment plans — pick a policy in the plan builder and the discounted total prints on the patient's quote.
- [Finance Letterhead — Safer Margins, Crisp Signatures](https://q.odontox.io/admin/finance-letterhead.md): Dial in the margins so prescriptions and invoices land cleanly in your pre-printed letterhead, with signatures that print crisp black on every PDF.
- [Inventory — Alerts That Reach the Right People](https://q.odontox.io/admin/inventory.md): Stock alerts surface in Ruby's morning brief for owners and on the reception dashboard as action items, so the right person sees them at the right time.
- [Laboratories](https://q.odontox.io/admin/laboratories.md): Register dental laboratories, assign them to lab work orders, and track turnaround times for outsourced clinical work.
- [The OdontoX Marketplace](https://q.odontox.io/admin/marketplace.md): Add only the modules your clinic actually needs — DICOM, WhatsApp, IPD, Insurance, Marketing, MRN, plus storage and portal seat packs — at market.odontox.io.
- [Medicine Library](https://q.odontox.io/admin/medicine-library.md): Build and maintain your clinic's drug catalog — add medicines individually or import from CSV — so doctors can prescribe quickly with consistent names and dosages.
- [Communication Hub](https://q.odontox.io/admin/messaging.md): Send and manage multi-channel messages across SMS, email, WhatsApp, portal, and call logs with conversation rules and status tracking.
- [Clinic Modules by Plan Tier (Basic, Pro, Pro+)](https://q.odontox.io/admin/modules.md): Understand the 23 available modules across Basic, Pro, and Pro+ plan tiers, and learn how module access works with your subscription.
- [Monthly Active Patients — Replaced by Records + Portal Seats](https://q.odontox.io/admin/monthly-active-patients.md): Adding a patient record is free and unlimited at every paid tier — only patients you actively give portal logins to count against your seat limit.
- [Multi-Clinic Management](https://q.odontox.io/admin/multi-clinic.md): Run multiple dental clinic locations with isolated patients, staff, and settings under a single OdontoX account, and switch clinic context without signing out.
- [Per-Event, Per-Audience Notifications](https://q.odontox.io/admin/notifications.md): Decide event-by-event who hears about each operational email — patient, doctor, admins, wider staff — so inboxes carry only what matters.
- [Operatories & Chairs](https://q.odontox.io/admin/operatories.md): Define the treatment rooms and dental chairs in your clinic, assign identifying colors, and use them to organize appointments on the calendar.
- [Importing Patient Data](https://q.odontox.io/admin/patient-import.md): Migrate patient records, medical history, appointments, and financial data from another dental system into OdontoX using a guided CSV bulk import workflow.
- [Patient Portal Access — A Separate Checkbox](https://q.odontox.io/admin/patient-portal-access.md): A patient becomes a portal user only when you tick the box — separate from adding their chart — and they fill medical history on first login.
- [Permission Templates — Plan-Aware, Doctor-Safe](https://q.odontox.io/admin/permission-templates.md): Staff land in OdontoX with the right access for your plan on first sign-in, and a misconfigured template can no longer lock a doctor out of prescriptions.
- [Portal Seats and Storage](https://q.odontox.io/admin/portal-seats-and-storage.md): Patient records are unlimited at every paid tier — you only pay for portal seats and storage when you actually need more of either.
- [Prescription Template — Digital or Pre-Printed](https://q.odontox.io/admin/prescription-template.md): Choose between digital letterhead and physical pre-printed paper and the prescription PDF respects the choice — no overlapping headers, crisp signatures.
- [Referral Program](https://q.odontox.io/admin/referral-program.md): Invite other dental clinics to OdontoX, track referral status from pending to paid, and earn rewards as cash, points, or subscription credit when they sign up.
- [Security — Sessions That Survive Your Shift](https://q.odontox.io/admin/security.md): Staff stay signed in for roughly three months including across deploys, and switching between tabs no longer signs anyone out.
- [Service Catalog — The Source of Truth for Plan Pricing](https://q.odontox.io/admin/service-catalog.md): The Service Catalog is the source of truth for treatment-plan pricing — every procedure your doctors quote starts from a price you set here.
- [Settings, Reorganised Into Eight Sections](https://q.odontox.io/admin/settings.md): Find the toggle you need in seconds — Settings is now eight labelled sections instead of a 22-card wall, with empty sections folded away.
- [Signatures — Self-Managed, Crisp on Print](https://q.odontox.io/admin/signatures.md): Every doctor and receptionist manages their own signature, and the printed signature renders sharp black on every PDF without admin involvement.
- [Staff Management — Cross-Clinic Invites, Plan-Aware Defaults](https://q.odontox.io/admin/staff-management.md): Bring in a doctor who already works at another OdontoX clinic without the email-exists wall, and they arrive with the right Pro or Pro+ permissions.
- [Subscription Management](https://q.odontox.io/admin/subscriptions.md): View your current OdontoX plan, monitor license usage, request additional staff seats, download billing invoices, and manage subscription renewals and upgrades.
- [Visiting Doctors — Add a Specialist Without Giving Them a Login](https://q.odontox.io/admin/visiting-doctors.md): Bring a part-time or visiting specialist into your clinic so you can book and assign appointments to them, without creating a full OdontoX account.
- [Website Leads — Inquiries In One Inbox](https://q.odontox.io/admin/website-leads.md): Inquiries from your clinic website land in one place — convert a lead to a patient record in one click and track who still needs a callback.
- [WhatsApp — Lifecycle Automation, Real Media, Real Ticks](https://q.odontox.io/admin/whatsapp.md): WhatsApp runs your appointment lifecycle automatically, with real media rendering, real ticks, and patient self-reschedule including after a no-show.
- [Claude Code setup](https://q.odontox.io/ai-tools/claude-code.md): Install Claude Code, add the Mintlify skill, and customize AGENTS.md so Claude can draft and maintain your Mintlify documentation from the terminal.
- [Cursor setup](https://q.odontox.io/ai-tools/cursor.md): Set up the Cursor editor with the Mintlify skill and AGENTS.md conventions so its AI assistant can draft, edit, and review your documentation pages.
- [Windsurf setup](https://q.odontox.io/ai-tools/windsurf.md): Configure Windsurf's Cascade assistant with the Mintlify skill and AGENTS.md so it can help you draft, refactor, and ship documentation changes faster.
- [Ai ui flows](https://q.odontox.io/ai-ui-flows.md)
- [Appointment Action Nudges](https://q.odontox.io/ai/appointment-nudges.md): Ruby scans today's schedule and surfaces a prioritised list of actions — payments to collect, appointments to confirm, and follow-ups due.
- [Patient Retention](https://q.odontox.io/ai/churn-predictor.md): Identify patients at risk of leaving your clinic and get AI-generated re-engagement strategies with risk scores and personalized outreach.
- [Daily Brief — AI Morning Clinic Summary](https://q.odontox.io/ai/daily-brief.md): An AI-generated morning operational summary covering your clinic's schedule, revenue snapshot, alerts, and opportunities so you can start the day prepared.
- [Note Editing Tools](https://q.odontox.io/ai/note-tools.md): Use four AI-powered text tools — Rewrite, Check Grammar, Shorter, and Detailed — to polish, condense, and expand clinical notes in the editor.
- [Ruby — Your Daily Brief, Grounded in Real Data](https://q.odontox.io/ai/overview.md): Ruby's morning brief now covers lab cases, stock alerts, and appointments by status — and stops guessing on data it doesn't have.
- [Patient Brief — AI Pre-Appointment Summary](https://q.odontox.io/ai/patient-brief.md): Generate a 15-second pre-appointment clinical summary for any patient, covering allergies, medications, conditions, history, and financial status.
- [Payment Reminders](https://q.odontox.io/ai/payment-reminders.md): AI-generated staged payment reminders for overdue invoices with three escalation levels, installment plan offers, and direct email sending.
- [Revenue Forecast](https://q.odontox.io/ai/revenue-forecast.md): An AI-powered 30-day revenue prediction for your dental clinic based on financial history, the upcoming appointment pipeline, and patient payment patterns.
- [SOAP Review & Voice Notes](https://q.odontox.io/ai/soap-review.md): Convert voice dictation or typed clinical observations into structured SOAP notes with AI-powered formatting, multi-language translation, and patient pre-fill.
- [Treatment Follow-ups](https://q.odontox.io/ai/treatment-followups.md): AI-generated follow-up messages for treatment plans that have been pending for 7 or more days, with tone recommendations and channel suggestions.
- [Api reference](https://q.odontox.io/api-reference.md)
- [Introducing OdontoX](https://q.odontox.io/blog/introducing-odontox.md): All-in-one dental clinic management built for Pakistani dentists — appointments, charting, billing, and a patient portal in one place.
- [The Recall Effect: Keeping Dental Patients Loyal](https://q.odontox.io/blog/the-recall-effect.md): A 5% improvement in patient retention can grow your clinic's revenue by 25% to 95%. Here's the exact system Pakistani dentists are using to stop the leak.
- [ redirects](https://q.odontox.io/changelog/q-rewrites/_redirects.md)
- [Appointment Setup](https://q.odontox.io/changelog/q-rewrites/admin/appointment-setup.md)
- [My Billing — Invoices, Receipts and Bank QR](https://q.odontox.io/changelog/q-rewrites/admin/billing.md)
- [Bridge — Tray-Resident, Auto-Starting, Instant](https://q.odontox.io/changelog/q-rewrites/admin/bridge-devices.md)
- [Discount Policies — Now in Treatment Plans](https://q.odontox.io/changelog/q-rewrites/admin/discount-policies.md)
- [Finance Letterhead — Safer Margins, Crisp Signatures](https://q.odontox.io/changelog/q-rewrites/admin/finance-letterhead.md)
- [Inventory — Alerts That Reach the Right People](https://q.odontox.io/changelog/q-rewrites/admin/inventory.md)
- [The OdontoX Marketplace](https://q.odontox.io/changelog/q-rewrites/admin/marketplace.md)
- [Monthly Active Patients — Replaced by Records + Portal Seats](https://q.odontox.io/changelog/q-rewrites/admin/monthly-active-patients.md)
- [Per-Event, Per-Audience Notifications](https://q.odontox.io/changelog/q-rewrites/admin/notifications.md)
- [Patient Portal Access — A Separate Checkbox](https://q.odontox.io/changelog/q-rewrites/admin/patient-portal-access.md)
- [Permission Templates — Plan-Aware, Doctor-Safe](https://q.odontox.io/changelog/q-rewrites/admin/permission-templates.md)
- [Portal Seats and Storage](https://q.odontox.io/changelog/q-rewrites/admin/portal-seats-and-storage.md)
- [Prescription Template — Digital or Pre-Printed](https://q.odontox.io/changelog/q-rewrites/admin/prescription-template.md)
- [Security — Sessions That Survive Your Shift](https://q.odontox.io/changelog/q-rewrites/admin/security.md)
- [Service Catalog — The Source of Truth for Plan Pricing](https://q.odontox.io/changelog/q-rewrites/admin/service-catalog.md)
- [Settings, Reorganised Into Eight Sections](https://q.odontox.io/changelog/q-rewrites/admin/settings.md)
- [Signatures — Self-Managed, Crisp on Print](https://q.odontox.io/changelog/q-rewrites/admin/signatures.md)
- [Staff Management — Cross-Clinic Invites, Plan-Aware Defaults](https://q.odontox.io/changelog/q-rewrites/admin/staff-management.md)
- [Website Leads — Inquiries In One Inbox](https://q.odontox.io/changelog/q-rewrites/admin/website-leads.md)
- [WhatsApp — Lifecycle Automation, Real Media, Real Ticks](https://q.odontox.io/changelog/q-rewrites/admin/whatsapp.md)
- [Ruby — Your Daily Brief, Grounded in Real Data](https://q.odontox.io/changelog/q-rewrites/ai/overview.md)
- [The Calendar, Rebuilt](https://q.odontox.io/changelog/q-rewrites/clinical/appointments.md)
- [Bridge — X-Ray Files In OdontoX The Moment They Are Saved](https://q.odontox.io/changelog/q-rewrites/clinical/bridge.md)
- [Clinical Notes — Now Inside The Tooth Panel](https://q.odontox.io/changelog/q-rewrites/clinical/clinical-notes.md)
- [The Dental Chart — Always On, Auto-Saving, Fast On iPad](https://q.odontox.io/changelog/q-rewrites/clinical/dental-charting.md)
- [The Radiology Workstation — DICOM, X-Ray, TIFF, In One Place](https://q.odontox.io/changelog/q-rewrites/clinical/dicom-imaging.md)
- [Lab Cases — Real Status, Real Files, Real-Time Updates](https://q.odontox.io/changelog/q-rewrites/clinical/lab-cases.md)
- [X-Ray & Radiology Files — Two Tabs, First-Upload Friendly](https://q.odontox.io/changelog/q-rewrites/clinical/patient-files.md)
- [The Patient List — Fast On Fifty Thousand Records](https://q.odontox.io/changelog/q-rewrites/clinical/patients.md)
- [Prescriptions — Pre-Printed Paper That Actually Works](https://q.odontox.io/changelog/q-rewrites/clinical/prescriptions.md)
- [Ruby Reports — Full Analysis, Exportable PDF](https://q.odontox.io/changelog/q-rewrites/clinical/ruby-reports.md)
- [Treatment Plans — From Catalog To Patient PDF In One Page](https://q.odontox.io/changelog/q-rewrites/clinical/treatment-plans.md)
- [Daily Close — On Pakistan Calendar Day](https://q.odontox.io/changelog/q-rewrites/finance/daily-close.md)
- [Insurance Claims — Faster Patient Lookup, Safer Save](https://q.odontox.io/changelog/q-rewrites/finance/insurance-claims.md)
- [Invoices — Safety Caps, Payment Validation, Private Phones](https://q.odontox.io/changelog/q-rewrites/finance/invoices.md)
- [Quotations — Safety Cap, Private Phone, Linked Invoice](https://q.odontox.io/changelog/q-rewrites/finance/quotations.md)
- [Receipts — Bank Details, Private Phones, Safer Confirm](https://q.odontox.io/changelog/q-rewrites/finance/receipts.md)
- [Reports — PKT Calendar Day, Reception AI Aging Buckets](https://q.odontox.io/changelog/q-rewrites/finance/reports.md)
- [Appointments — A Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/appointments.md)
- [Clinical Notes Inside The Dental Chart](https://q.odontox.io/changelog/q-rewrites/guides/clinical-notes.md)
- [The Dental Chart — A Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/dental-chart.md)
- [Inviting Staff — Plan-Aware, Cross-Clinic, Doctor-Safe](https://q.odontox.io/changelog/q-rewrites/guides/invite-staff.md)
- [Invoices — An End-to-End Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/invoices.md)
- [Lab Tracking — A Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/lab-tracking.md)
- [The Notifications Matrix — A Worked Example](https://q.odontox.io/changelog/q-rewrites/guides/notifications-matrix.md)
- [Prescriptions — Print Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/prescriptions.md)
- [Pro and Pro+ — What You Get](https://q.odontox.io/changelog/q-rewrites/guides/pro-overview.md)
- [Ruby Reports — A Walkthrough](https://q.odontox.io/changelog/q-rewrites/guides/ruby-reports.md)
- [OdontoX At Scale — Tips For Big Charts](https://q.odontox.io/changelog/q-rewrites/guides/scale-tips.md)
- [Trial and Billing — What To Expect](https://q.odontox.io/changelog/q-rewrites/guides/trial-and-billing.md)
- [Welcome To OdontoX](https://q.odontox.io/changelog/q-rewrites/guides/welcome.md)
- [Setting Up WhatsApp End To End](https://q.odontox.io/changelog/q-rewrites/guides/whatsapp-setup.md)
- [Privacy Policy — Updated May 2026](https://q.odontox.io/changelog/q-rewrites/legal/privacy.md)
- [V1.7 q odontox audit](https://q.odontox.io/changelog/v1.7-q-odontox-audit.md)
- [V1.7 stable internal](https://q.odontox.io/changelog/v1.7-stable-internal.md)
- [V1.7 stable public](https://q.odontox.io/changelog/v1.7-stable-public.md)
- [V1.8 stable internal](https://q.odontox.io/changelog/v1.8-stable-internal.md)
- [Appointment Detail Page](https://q.odontox.io/clinical/appointment-detail.md): Navigate the appointment detail page with its persistent header, clinical tools, dental chart, and status actions for a complete visit workflow.
- [Appointment Statuses & Workflow](https://q.odontox.io/clinical/appointment-lifecycle.md): Understand the seven appointment statuses, allowed transitions, role permissions, and time-based restrictions that govern your scheduling workflow.
- [Appointment Queue](https://q.odontox.io/clinical/appointment-queue.md): Approve pending bookings, track today's schedule, and resolve overdue appointments from a single list view designed for front-desk and reception staff.
- [Creating Appointments](https://q.odontox.io/clinical/appointments.md): Book appointments from the calendar, choose a procedure from your Service Catalog, leave a booking unassigned, and reschedule with confidence.
- [Bridge — X-Ray Files In OdontoX The Moment They Are Saved](https://q.odontox.io/clinical/bridge.md): Bridge runs from boot, captures every common image format, and files surface in OdontoX the second they're saved — no manual upload step.
- [Scheduling Calendar](https://q.odontox.io/clinical/calendar.md): Navigate the Day, Week, Month, and Agenda calendar views, drag-and-drop to reschedule appointments, and filter the clinic schedule by doctor, room, and status.
- [Clinical Notes — Now Inside The Tooth Panel](https://q.odontox.io/clinical/clinical-notes.md): Clinical notes inside the dental chart use the same AI-assisted notes you use elsewhere — dictate, tidy, then drop into a SOAP structure.
- [The Dental Chart — Always On, Auto-Saving, Fast On iPad](https://q.odontox.io/clinical/dental-charting.md): 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.
- [The Radiology Workstation — DICOM, X-Ray, TIFF, In One Place](https://q.odontox.io/clinical/dicom-imaging.md): One Radiology Workstation for DICOM, X-Ray, TIFF and standard image files — Ruby reads them all, and they're ready the moment they finish converting.
- [In-Patient (IPD) Module](https://q.odontox.io/clinical/ipd.md): Manage overnight patient admissions, link clinical notes and appointments to stays, and track discharge for clinics with bed management.
- [Lab Cases — Real Status, Real Files, Real-Time Updates](https://q.odontox.io/clinical/lab-cases.md): 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.
- [Medical & Dental History](https://q.odontox.io/clinical/medical-history.md): Capture and maintain patient medical conditions, allergies, medications, and dental history with audit logging for safe, informed clinical decisions.
- [X-Ray & Radiology Files — Two Tabs, First-Upload Friendly](https://q.odontox.io/clinical/patient-files.md): Files are grouped into Radiology and Documents tabs, and you can find a patient before they have a single file to attach the first one to.
- [The Patient List — Fast On Fifty Thousand Records](https://q.odontox.io/clinical/patients.md): The patient list stays fast on 50,000 records, the typeahead picker finds someone in two keystrokes, and editing a chart no longer breaks pagination.
- [Prescriptions — Pre-Printed Paper That Actually Works](https://q.odontox.io/clinical/prescriptions.md): Print prescriptions on your pre-printed letterhead with margins that fit your paper, and signatures that come out sharp black on every copy.
- [Ruby Reports — Full Analysis, Exportable PDF](https://q.odontox.io/clinical/ruby-reports.md): Open Ruby's full read for any radiograph in one tap and print or send a branded PDF with the image embedded — same view your doctor saw.
- [Treatment Plans — From Catalog To Patient PDF In One Page](https://q.odontox.io/clinical/treatment-plans.md): Build a treatment plan from your service catalog, attach photos, apply a discount policy, and hand the patient a polished PDF without leaving the page.
- [Subscriptions and Licensing](https://q.odontox.io/essentials/billing.md): Understand OdontoX subscription plans, trial behavior, per-clinic license limits, and how admins request additional staff seats or plan upgrades.
- [OdontoX System Model & Core Concepts](https://q.odontox.io/essentials/getting-started.md): Learn the core OdontoX building blocks — clinics, users, patients, clinical records, and finance — and how the role-based access model ties them together.
- [OdontoX Platform Overview](https://q.odontox.io/essentials/overview.md): Tour the OdontoX architecture, including the RBAC access model, core clinical and financial workflows, and the modules that shape each clinic tenant.
- [Role Guides for Admins, Doctors & Reception](https://q.odontox.io/essentials/roles.md): See what Clinic Admins, Doctors, Receptionists, and Patients can do in OdontoX, the modules they access, and how permission overrides refine each role.
- [Daily Close — On Pakistan Calendar Day](https://q.odontox.io/finance/daily-close.md): 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.
- [Discounts & Taxes](https://q.odontox.io/finance/discounts-and-taxes.md): Configure per-item discounts, clinic-wide VAT rates, Pakistan NTN compliance, and auto-apply tax settings so invoices and quotations calculate totals correctly.
- [Document Numbering](https://q.odontox.io/finance/document-numbering.md): Configure automatic numbering formats for invoices, receipts, quotations, insurance claims, lab cases, prescriptions, and patient records.
- [Expense Tracking](https://q.odontox.io/finance/expenses.md): Record clinic operating expenses by category, track payment status, and feed expense data into your Profit & Loss financial statement.
- [Financial Hub](https://q.odontox.io/finance/financial-hub.md): The Financial Hub consolidates quotations, invoices, and receipts into a single tabbed workspace so your team can manage all billing activity from one place.
- [Installment Plans](https://q.odontox.io/finance/installment-plans.md): Split treatment costs into scheduled monthly payments with auto-generated term invoices, cascade payment tracking, and patient self-acceptance.
- [Insurance Claims — Faster Patient Lookup, Safer Save](https://q.odontox.io/finance/insurance-claims.md): Pick the patient on a claim with two keystrokes and the form refuses to file the same claim twice on a misclick.
- [Invoices — Safety Caps, Payment Validation, Private Phones](https://q.odontox.io/finance/invoices.md): Issue invoices guaranteed to be in range, blocked from typo-overpayments, and never print the patient's phone on a document a third party will read.
- [Payroll & Payslips for Dental Clinic Staff](https://q.odontox.io/finance/payroll.md): Manage clinic employee records, run monthly payroll periods, generate branded payslips, and feed staff salary costs into your Profit & Loss statement.
- [Quotations — Safety Cap, Private Phone, Linked Invoice](https://q.odontox.io/finance/quotations.md): Quotations carry a clinic-set safety cap, drop the patient's phone from the printed copy, and tell patients exactly which invoice came from which quote.
- [Receipts — Bank Details, Private Phones, Safer Confirm](https://q.odontox.io/finance/receipts.md): Receipts show the clinic's bank details, leave the patient's phone off the printed copy, and can't be issued twice from a fast double-click.
- [Reports — PKT Calendar Day, Reception AI Aging Buckets](https://q.odontox.io/finance/reports.md): 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.
- [Clinic Setup: Profile, Hours & Branding](https://q.odontox.io/getting-started/clinic-setup.md): Configure your dental clinic profile, logo branding, operating hours, rooms, and payment details so OdontoX reflects your clinic identity on every document.
- [First Login & Security](https://q.odontox.io/getting-started/first-login.md): Set your OdontoX password, enable two-factor authentication with passkeys or TOTP, and review session timeout, single-session, and lockout security policies.
- [Inviting Staff](https://q.odontox.io/getting-started/inviting-staff.md): Add doctors, receptionists, and other staff to your OdontoX clinic using email invitations or direct account creation, and assign the right role to each user.
- [Roles & Permissions](https://q.odontox.io/getting-started/roles-and-permissions.md): Understand the four OdontoX user roles and the 12 permission areas that control access to clinical, financial, and administrative features across your clinic.
- [Signup & Approval](https://q.odontox.io/getting-started/signup-and-approval.md): Walk through creating your OdontoX account, passing Cloudflare bot verification, confirming your email, and getting team approval to start running your clinic.
- [Trial & Subscription Plans](https://q.odontox.io/getting-started/trial-and-plans.md): Understand your OdontoX free trial, what happens when it expires, and the features, staff seats, and patient limits available across Basic, Pro, and Pro+ plans.
- [Upgrading Your Plan](https://q.odontox.io/getting-started/upgrading.md): Activate your OdontoX subscription with EasyPaisa, JazzCash, or bank transfer, manage billing cycles, and request additional staff seats as your clinic grows.
- [Appointments — A Walkthrough](https://q.odontox.io/guides/appointments.md): Bigger canvas, half-hour grid, doctor schedules enforced at booking, structured cancellation reason dialog, and a clear WhatsApp side of the conversation.
- [Clinical Notes Inside The Dental Chart](https://q.odontox.io/guides/clinical-notes.md): Dictate a clinical note inside the per-tooth panel, tidy it with the toolbar chips, and let the AI structure it as SOAP.
- [Personalise Your Dashboard — A Walkthrough](https://q.odontox.io/guides/dashboard-customization.md): Drag, resize and hide dashboard cards to build the Overview that suits you — saved to your own device and private to you.
- [The Dental Chart — A Walkthrough](https://q.odontox.io/guides/dental-chart.md): The dental chart is on for every clinic, saves the moment you stop typing, and stays snappy on iPad chairside.
- [Inviting Staff — Plan-Aware, Cross-Clinic, Doctor-Safe](https://q.odontox.io/guides/invite-staff.md): Inviting a staff member is now a two-minute job — they sign in with the right permissions, multi-clinic doctors get the right role at each clinic.
- [Invoices — An End-to-End Walkthrough](https://q.odontox.io/guides/invoices.md): 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.
- [Lab Tracking — A Walkthrough](https://q.odontox.io/guides/lab-tracking.md): Send a case, share the link, and watch the lab's updates arrive in OdontoX without a single refresh — files included.
- [The Notifications Matrix — A Worked Example](https://q.odontox.io/guides/notifications-matrix.md): The notifications matrix lets you decide event-by-event which audiences should receive each operational email — patient, doctor, admins, wider staff.
- [Owner Dashboard — A Walkthrough](https://q.odontox.io/guides/owner-dashboard.md): Five at-a-glance KPIs, today's worklist, an Action Required panel, revenue and load charts, and quick actions — your clinic's morning read in one screen.
- [Prescriptions — Print Walkthrough](https://q.odontox.io/guides/prescriptions.md): 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.
- [Pro and Pro+ — What You Get](https://q.odontox.io/guides/pro-overview.md): What you get when you move from Basic to Pro to Pro+, restated against the new portal-seat and storage model.
- [The Receptionist Dashboard — A Walkthrough](https://q.odontox.io/guides/receptionist-dashboard.md): The front desk home screen: four focused sections, a Ruby Reception Cockpit that briefs your day and a one-click end-of-day wrap-up.
- [Ruby Reports — A Walkthrough](https://q.odontox.io/guides/ruby-reports.md): 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.
- [OdontoX At Scale — Tips For Big Charts](https://q.odontox.io/guides/scale-tips.md): If you're past 5,000 patients, the app stays out of your way — the patient list opens fast, the typeahead works at any size, modules feel instant.
- [Todos Planner — A Walkthrough](https://q.odontox.io/guides/todos-planner.md): Capture tasks with voice dictation, hand them to a colleague, and see everything due this week beside your appointment calendar in one two-pane planner.
- [Welcome To OdontoX](https://q.odontox.io/guides/welcome.md): A first-day tour of where things live — Settings in eight labelled groups, the trial countdown on the top bar, and the Marketplace for add-on modules.
- [Setting Up WhatsApp End To End](https://q.odontox.io/guides/whatsapp-setup.md): Setting up WhatsApp once means appointments confirm, reminders fire, and patients can reschedule themselves — all without copy-pasting into chat.
- [Welcome.](https://q.odontox.io/index.md): OdontoX is a multi-tenant dental clinic platform that unifies scheduling, patient records, clinical documentation, billing, and reporting.
- [Privacy Policy — Updated May 2026](https://q.odontox.io/legal/privacy.md): We rewrote our privacy policy on 2026-05-06 to reflect current data flows, third-party processors, and patient data handling on behalf of clinics.
- [2026 05 01 mobile app audit](https://q.odontox.io/qa/2026-05-01-mobile-app-audit.md)
- [2026 05 14 mobile pagespeed results](https://q.odontox.io/qa/2026-05-14-mobile-pagespeed-results.md)
- [2026 05 23 cache storage strategy](https://q.odontox.io/qa/2026-05-23-cache-storage-strategy.md)
- [Notion test plan prompt](https://q.odontox.io/qa/notion-test-plan-prompt.md)
- [v0.1 — Beta Launch](https://q.odontox.io/releases/v0-1.md): The first public OdontoX beta, documenting foundational scheduling, patient management, and clinic operations workflows for early adopter dental clinics.
- [v0.2 — Foundations](https://q.odontox.io/releases/v0-2.md): Stabilizes daily clinic workflows, refines UI and navigation based on pilot feedback, and improves data consistency for patient and operational records.
- [v0.3 — Clinical Suite](https://q.odontox.io/releases/v0-3.md): Revamped support ticketing, a stronger finance hub with clearer email notifications, and a faster doctor clinical suite powered by the unified Patient 360 view.
- [v0.4 — PKR Billing](https://q.odontox.io/releases/v0-4.md): Adds a PKR-default billing system, branded PDF exports for invoices and receipts, financial module polish, and a dashboard that remembers your last view.
- [v0.5 — Stability](https://q.odontox.io/releases/v0-5.md): Cleans up scheduling terminology, fixes financial calculation edge cases, and ships stability work that makes daily clinic operations more predictable.
- [v0.6 — Security & Access](https://q.odontox.io/releases/v0-6.md): Rolls out MFA/2FA for all users, lays subscription billing foundations, and improves sign-in reliability, sessions, insurance claims, and referral workflows.
- [v0.7 — Documents & Sharing](https://q.odontox.io/releases/v0-7.md): Rebuilt PDF exports, secure public document sharing with expiration and audit trails, patient portal upgrades, expanded reporting, and insurance claims v1.
- [v0.8 — Appointment Booking](https://q.odontox.io/releases/v0-8.md): Introduces full-page appointment booking, cascade suspension for clinic access, tokenized subscription upgrades, and a drag-and-drop visual email builder.
- [v0.9 — Polished Experience](https://q.odontox.io/releases/v0-9.md): Adds a branded OdontoX loading experience, quota-aware patient plan limits with add-on bundles, hardened invoice PDF access, and a full billing management UI.
- [Mobile v0.1 Beta — Atelier & Passkeys](https://q.odontox.io/releases/v0.1.0-beta.md): First OdontoX Mobile beta built with Expo SDK 55, the Atelier design system, native passkeys, MFA, and clinic-isolated R2 storage for patient files.
- [v0.8.0: The Platform Evolution](https://q.odontox.io/releases/v0.8.0.md): Launches the centralized platform management engine, manual billing for EasyPaisa and JazzCash, and a role-aware branding engine for emails.
- [v0.9.0: Experience + Commercial Hardening](https://q.odontox.io/releases/v0.9.0.md): Adds a global loading provider, quota-aware Pro and Pro+ patient limits, hardened multi-clinic invoice PDF access, and a billing management UI.
- [v1.0 — Platform Stability](https://q.odontox.io/releases/v1-0.md): Restructures appointment screens, fixes the calendar Month view crash, adds AI rate limits, cascades installment payments, and corrects revenue recovery totals.
- [v1.1 — AI Appointments, Inventory & Platform Polish](https://q.odontox.io/releases/v1-1.md): Redesigned appointment detail screen, four AI note editing tools, a full inventory module, AI note authoring on the dental chart, and finance fixes.
- [v1.3 — e-Prescriptions, Security & Deep Linking](https://q.odontox.io/releases/v1-3.md): Redesigned prescriptions module with medication catalog, 3-step wizard, and PDF letterhead, plus a security audit, deep linking, and a public support portal.
- [v1.4 — Radiology, WhatsApp, Refresh Tokens & Platform Maturity](https://q.odontox.io/releases/v1-4.md): X-ray bridge integration with real-time capture, WhatsApp as a managed add-on, rotating refresh tokens, granular 151-key permissions, DICOM AI with quota enforcement, patient appointment respond, EOD email reports, and a sweeping round of platform hardening.
- [V1 4 technical changelog](https://q.odontox.io/releases/v1-4-technical-changelog.md)
- [v1.5 — Multi-Clinic, Mobile v2 Foundations, and Platform-Wide Performance](https://q.odontox.io/releases/v1-5.md): True multi-clinic support across login, sessions, and SSE; dashboard cold load shrunk from ~3.5 MB to ~320 KB; mobile app overhaul with shared design tokens, mPIN + device-trust foundations, 90-day sessions, and a sweeping set of correctness, privacy, and reliability fixes.
- [v1.6 — TIFF/DICOM Viewer, Real-time Messaging, and Help Center Expansion](https://q.odontox.io/releases/v1-6.md): Server-side TIFF and DICOM conversion with a dedicated viewer tab, real-time messaging with read receipts, inventory expiry alerts, medical history at registration, a redesigned login page, and 15 new help center articles covering every settings module.
- [v1.8 — Calendar v2, Ruby Reception Cockpit, Personalised Dashboards, and a Faster App](https://q.odontox.io/releases/v1-8.md): A redesigned Day/Week/Month calendar built for busy clinics, Ruby's new Reception Cockpit and reorganised Insights, a customisable owner dashboard with dental KPIs, a real Todos planner, WhatsApp for your whole clinical team with reliable document attachments, visiting doctors and unassigned booking…
- [V1.8.0 calendar v2](https://q.odontox.io/releases/v1.8.0-calendar-v2.md)
- [Rule engine mobile implementation](https://q.odontox.io/rule-engine-mobile-implementation.md)
- [Applying migrations](https://q.odontox.io/runbooks/applying-migrations.md)
- [Uat deploy](https://q.odontox.io/runbooks/uat-deploy.md)
- [Security fixes 2026 04 22](https://q.odontox.io/security-fixes-2026-04-22.md)
- [2026 04 25 cloudflare worker logs](https://q.odontox.io/superpowers/plans/2026-04-25-cloudflare-worker-logs.md)
- [2026 04 25 dark mode hover fix](https://q.odontox.io/superpowers/plans/2026-04-25-dark-mode-hover-fix.md)
- [2026 04 25 prescriptions redesign](https://q.odontox.io/superpowers/plans/2026-04-25-prescriptions-redesign.md)
- [2026 04 25 xray bridge integration](https://q.odontox.io/superpowers/plans/2026-04-25-xray-bridge-integration.md)
- [2026 04 27 dicom quota safety](https://q.odontox.io/superpowers/plans/2026-04-27-dicom-quota-safety.md)
- [2026 04 27 features](https://q.odontox.io/superpowers/plans/2026-04-27-features.md)
- [2026 04 27 plan based permissions](https://q.odontox.io/superpowers/plans/2026-04-27-plan-based-permissions.md)
- [2026 04 27 quick wins](https://q.odontox.io/superpowers/plans/2026-04-27-quick-wins.md)
- [2026 04 28 jwt refresh rotation](https://q.odontox.io/superpowers/plans/2026-04-28-jwt-refresh-rotation.md)
- [2026 04 28 superadmin ui refactor](https://q.odontox.io/superpowers/plans/2026-04-28-superadmin-ui-refactor.md)
- [2026 04 28 whatsapp module](https://q.odontox.io/superpowers/plans/2026-04-28-whatsapp-module.md)
- [2026 04 28 whatsapp patient phone](https://q.odontox.io/superpowers/plans/2026-04-28-whatsapp-patient-phone.md)
- [2026 04 29 inventory ux alerts cache](https://q.odontox.io/superpowers/plans/2026-04-29-inventory-ux-alerts-cache.md)
- [2026 04 30 patient appointment respond](https://q.odontox.io/superpowers/plans/2026-04-30-patient-appointment-respond.md)
- [2026 05 03 app performance neon tanstack](https://q.odontox.io/superpowers/plans/2026-05-03-app-performance-neon-tanstack.md)
- [2026 05 03 tx callsite audit](https://q.odontox.io/superpowers/plans/2026-05-03-tx-callsite-audit.md)
- [2026 05 05 doctor schedule slot availability](https://q.odontox.io/superpowers/plans/2026-05-05-doctor-schedule-slot-availability.md)
- [2026 05 05 notification preferences crons](https://q.odontox.io/superpowers/plans/2026-05-05-notification-preferences-crons.md)
- [2026 05 05 scheduling rule engine](https://q.odontox.io/superpowers/plans/2026-05-05-scheduling-rule-engine.md)
- [2026 05 06 odontox mobile foundation](https://q.odontox.io/superpowers/plans/2026-05-06-odontox-mobile-foundation.md)
- [2026 05 07 bridge tiff dicom png conversion](https://q.odontox.io/superpowers/plans/2026-05-07-bridge-tiff-dicom-png-conversion.md)
- [2026 05 07 tiff viewer](https://q.odontox.io/superpowers/plans/2026-05-07-tiff-viewer.md)
- [2026 05 08 mobile plan a foundation](https://q.odontox.io/superpowers/plans/2026-05-08-mobile-plan-a-foundation.md)
- [2026 05 08 mobile plan b features](https://q.odontox.io/superpowers/plans/2026-05-08-mobile-plan-b-features.md)
- [2026 05 08 v1 6 release](https://q.odontox.io/superpowers/plans/2026-05-08-v1-6-release.md)
- [2026 05 12 public pages perf](https://q.odontox.io/superpowers/plans/2026-05-12-public-pages-perf.md)
- [2026 05 13 portal seats storage addons](https://q.odontox.io/superpowers/plans/2026-05-13-portal-seats-storage-addons.md)
- [2026 05 13 whatsapp module v1](https://q.odontox.io/superpowers/plans/2026-05-13-whatsapp-module-v1.md)
- [2026 05 14 mobile pagespeed optimization](https://q.odontox.io/superpowers/plans/2026-05-14-mobile-pagespeed-optimization.md)
- [2026 05 15 onboarding email campaign](https://q.odontox.io/superpowers/plans/2026-05-15-onboarding-email-campaign.md)
- [2026 05 18 denco maintenance](https://q.odontox.io/superpowers/plans/2026-05-18-denco-maintenance.md)
- [2026 05 18 invoice qr and approval flow](https://q.odontox.io/superpowers/plans/2026-05-18-invoice-qr-and-approval-flow.md)
- [2026 05 18 whatsapp lifecycle automation egress](https://q.odontox.io/superpowers/plans/2026-05-18-whatsapp-lifecycle-automation-egress.md)
- [2026 05 19 module marketplace](https://q.odontox.io/superpowers/plans/2026-05-19-module-marketplace.md)
- [2026 05 21 calendar v2](https://q.odontox.io/superpowers/plans/2026-05-21-calendar-v2.md)
- [2026 05 21 marketplace redesign](https://q.odontox.io/superpowers/plans/2026-05-21-marketplace-redesign.md)
- [2026 05 21 notification event matrix](https://q.odontox.io/superpowers/plans/2026-05-21-notification-event-matrix.md)
- [2026 05 23 ruby reception cockpit](https://q.odontox.io/superpowers/plans/2026-05-23-ruby-reception-cockpit.md)
- [2026 05 23 tenant cleanup and visiting doctors](https://q.odontox.io/superpowers/plans/2026-05-23-tenant-cleanup-and-visiting-doctors.md)
- [2026 05 31 owner dashboard redesign](https://q.odontox.io/superpowers/plans/2026-05-31-owner-dashboard-redesign.md)
- [2026 05 31 todos planner](https://q.odontox.io/superpowers/plans/2026-05-31-todos-planner.md)
- [2026 06 02 permission unification readonly comms](https://q.odontox.io/superpowers/plans/2026-06-02-permission-unification-readonly-comms.md)
- [2026 06 02 ruby whatsapp assistant](https://q.odontox.io/superpowers/plans/2026-06-02-ruby-whatsapp-assistant.md)
- [2026 06 03 ruby copilot](https://q.odontox.io/superpowers/plans/2026-06-03-ruby-copilot.md)
- [2026 04 25 cloudflare worker logs design](https://q.odontox.io/superpowers/specs/2026-04-25-cloudflare-worker-logs-design.md)
- [2026 04 25 dark mode hover fix design](https://q.odontox.io/superpowers/specs/2026-04-25-dark-mode-hover-fix-design.md)
- [2026 04 25 prescriptions redesign](https://q.odontox.io/superpowers/specs/2026-04-25-prescriptions-redesign.md)
- [2026 04 27 dicom quota safety](https://q.odontox.io/superpowers/specs/2026-04-27-dicom-quota-safety.md)
- [2026 04 27 plan based permissions](https://q.odontox.io/superpowers/specs/2026-04-27-plan-based-permissions.md)
- [2026 04 28 jwt refresh rotation](https://q.odontox.io/superpowers/specs/2026-04-28-jwt-refresh-rotation.md)
- [2026 04 28 module keepalive performance](https://q.odontox.io/superpowers/specs/2026-04-28-module-keepalive-performance.md)
- [2026 04 28 superadmin ui refactor](https://q.odontox.io/superpowers/specs/2026-04-28-superadmin-ui-refactor.md)
- [2026 04 28 whatsapp patient phone](https://q.odontox.io/superpowers/specs/2026-04-28-whatsapp-patient-phone.md)
- [2026 04 29 inventory ux alerts cache](https://q.odontox.io/superpowers/specs/2026-04-29-inventory-ux-alerts-cache.md)
- [2026 04 30 medicine library](https://q.odontox.io/superpowers/specs/2026-04-30-medicine-library.md)
- [2026 04 30 patient appointment respond](https://q.odontox.io/superpowers/specs/2026-04-30-patient-appointment-respond.md)
- [2026 05 01 mobile patient redesign](https://q.odontox.io/superpowers/specs/2026-05-01-mobile-patient-redesign.md)
- [2026 05 03 app performance neon tanstack design](https://q.odontox.io/superpowers/specs/2026-05-03-app-performance-neon-tanstack-design.md)
- [2026 05 05 doctor schedule slot availability](https://q.odontox.io/superpowers/specs/2026-05-05-doctor-schedule-slot-availability.md)
- [2026 05 05 notification preferences crons](https://q.odontox.io/superpowers/specs/2026-05-05-notification-preferences-crons.md)
- [2026 05 05 scheduling rule engine](https://q.odontox.io/superpowers/specs/2026-05-05-scheduling-rule-engine.md)
- [2026 05 06 odontox mobile app design](https://q.odontox.io/superpowers/specs/2026-05-06-odontox-mobile-app-design.md)
- [2026 05 07 bridge tiff dicom png conversion](https://q.odontox.io/superpowers/specs/2026-05-07-bridge-tiff-dicom-png-conversion.md)
- [2026 05 08 mobile prod ready](https://q.odontox.io/superpowers/specs/2026-05-08-mobile-prod-ready.md)
- [2026 05 08 v1 6 design](https://q.odontox.io/superpowers/specs/2026-05-08-v1-6-design.md)
- [2026 05 09 android native spec](https://q.odontox.io/superpowers/specs/2026-05-09-android-native-spec.md)
- [2026 05 09 ios swiftui native spec](https://q.odontox.io/superpowers/specs/2026-05-09-ios-swiftui-native-spec.md)
- [2026 05 09 mobile infra isolation](https://q.odontox.io/superpowers/specs/2026-05-09-mobile-infra-isolation.md)
- [2026 05 12 public pages perf design](https://q.odontox.io/superpowers/specs/2026-05-12-public-pages-perf-design.md)
- [Portal-Access Seat Caps & Storage Caps with Monthly Addons](https://q.odontox.io/superpowers/specs/2026-05-13-portal-seats-storage-addons.md)
- [2026 05 15 onboarding email campaign design](https://q.odontox.io/superpowers/specs/2026-05-15-onboarding-email-campaign-design.md)
- [2026 05 18 denco maintenance design](https://q.odontox.io/superpowers/specs/2026-05-18-denco-maintenance-design.md)
- [2026 05 19 module marketplace design](https://q.odontox.io/superpowers/specs/2026-05-19-module-marketplace-design.md)
- [2026 05 20 superadmin tenant intelligence design](https://q.odontox.io/superpowers/specs/2026-05-20-superadmin-tenant-intelligence-design.md)
- [2026 05 21 calendar v2 design](https://q.odontox.io/superpowers/specs/2026-05-21-calendar-v2-design.md)
- [2026 05 21 notification event matrix design](https://q.odontox.io/superpowers/specs/2026-05-21-notification-event-matrix-design.md)
- [2026 05 21 sales hiring form design](https://q.odontox.io/superpowers/specs/2026-05-21-sales-hiring-form-design.md)
- [2026 05 23 ruby reception cockpit design](https://q.odontox.io/superpowers/specs/2026-05-23-ruby-reception-cockpit-design.md)
- [2026 05 24 public booking widget design](https://q.odontox.io/superpowers/specs/2026-05-24-public-booking-widget-design.md)
- [2026 05 31 customizable dashboard design](https://q.odontox.io/superpowers/specs/2026-05-31-customizable-dashboard-design.md)
- [2026 05 31 owner dashboard redesign design](https://q.odontox.io/superpowers/specs/2026-05-31-owner-dashboard-redesign-design.md)
- [2026 05 31 todos planner design](https://q.odontox.io/superpowers/specs/2026-05-31-todos-planner-design.md)
- [2026 06 02 permission unification readonly comms design](https://q.odontox.io/superpowers/specs/2026-06-02-permission-unification-readonly-comms-design.md)
- [2026 06 02 ruby whatsapp assistant design](https://q.odontox.io/superpowers/specs/2026-06-02-ruby-whatsapp-assistant-design.md)
- [2026 06 03 clinic stamp design](https://q.odontox.io/superpowers/specs/2026-06-03-clinic-stamp-design.md)
- [2026 06 03 ruby copilot design](https://q.odontox.io/superpowers/specs/2026-06-03-ruby-copilot-design.md)
- [2026 06 08 multi branch clinic group architecture](https://q.odontox.io/superpowers/specs/2026-06-08-multi-branch-clinic-group-architecture.md)
- [2026 06 08 tenant isolation audit](https://q.odontox.io/superpowers/specs/2026-06-08-tenant-isolation-audit.md)
- [2026 06 09 blank screen auto revival design](https://q.odontox.io/superpowers/specs/2026-06-09-blank-screen-auto-revival-design.md)

## OpenAPI Specs

- [openapi](https://q.odontox.io/docs/api-reference/openapi.json)

## Optional

- [Open Dashboard](https://go.odontox.io)