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BEYOND CLINIC

Dental clinics

Keep chairs full and front desk calm

Coordinate providers, rooms, and patient flow in one system — from first call to checkout — without juggling disconnected calendars and spreadsheets.

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Chair turns without spreadsheet glue

Operational outcomes a busy op feels when scheduling, charts, and acquisition finally agree.

  • Hygiene and doctor blocks share a conflict-aware board — double-books surface before patients park, not after.
  • Per-tooth history and visit notes live on the encounter you are running instead of scattered exports.
  • Web, phone, and walk-in demand lands in one acquisition pipeline with conversion aging owners can trust.
  • When you add locations, permissions and reporting stay branch-scoped without shadow workbooks.

Chair-time economics

Signals dental ops leads watch once calendars and charts agree

  • Chair + provider

    One conflict-aware grid so hygiene and doctor blocks stay honest

  • New patient

    Inquiry → booked slot tracked in pipeline instead of sticky notes

  • Per branch

    Managers keep local autonomy while owners see network rollups

Workspace map

Drill into the surfaces dental teams validate first

Use these tours to script training — then mirror the flows inside your trial workspace.

Patient records & visits

Per-tooth notes, visit history, and charting rhythm tied to the appointment that created them.

Open area →Multi-chair scheduling

Providers, chairs, and assistants share one live board with conflict prevention baked in.

Open area →New patient pipeline

Website calls, referrals, and walk-ins land in one CRM tuned for dental acquisition.

Open area →Portals & packages

Understand which finance, staff, and inventory portals unlock as you grow past a single op.

Open area →

Navigation after checkout reflects your Stripe entitlements — some finance depth is still rolling out on higher tiers.

Arrival → checkout

Dental days built around chair turns, not tab gymnastics

Front desk, hygiene, and doctors stay on the same schedule and chart so handoffs do not eat minutes.

  1. 1

    Fill the board

    Recall lists and new patient holds convert into booked chairs with providers seeing the same slots.

  2. 2

    Treat & document

    Operatory opens the active chart; notes and codes stay tied to the visit you are running.

  3. 3

    Collect & rebook

    Payments and next visits write back to the ledger owners read without exporting nightly totals.

Roles in one clinic OS

Owners, desk, and providers each get purpose-built views

  • Owners / regional leads

    Production by provider, new patient funnel health, and multi-site utilization without spreadsheet gymnastics.

  • Scheduling coordinators

    Waitlists, confirmations, and chair swaps stay in one calendar with audit-friendly updates.

  • Doctors & hygienists

    Today’s column with imaging context and outstanding treatment without digging through siloed folders.

Switching from another tool?

Start with scheduling and patient records, then expand into pipeline and analytics. Our team can advise on pragmatic cutover steps for your practice size.

Get started

Schedules, charts, and pipeline — in one workspace.

Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.

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