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Getting Started

Set up your practice, add providers, configure settings

12 articles

Scheduling

Appointments, recurring schedules, waitlist, online booking

18 articles

Clinical Charting

Tooth charts, perio, treatment plans, clinical notes

15 articles

Billing & Claims

Insurance claims, payment posting, ERA processing, AR management

22 articles

Patient Management

Patient records, portal, intake forms, communications

14 articles

Admin & Settings

User management, permissions, multi-office, integrations

10 articles

Keyboard Shortcuts

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Action Windows/Linux Mac
Navigation
Command Palette Ctrl+K Cmd+K
Dashboard Ctrl+1 Cmd+1
Schedule Ctrl+2 Cmd+2
Actions
New Patient Ctrl+N Cmd+N
New Appointment Ctrl+Shift+A Cmd+Shift+A
Save Ctrl+S Cmd+S
Clinical
Open Patient Chart Ctrl+Shift+C Cmd+Shift+C
Periodontal Chart Ctrl+Shift+P Cmd+Shift+P
Billing
New Charge Ctrl+Shift+B Cmd+Shift+B
Insurance Lookup Ctrl+Shift+I Cmd+Shift+I
General
Keyboard Shortcuts Ctrl+/ Cmd+/
Close Modal Esc
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Release Notes

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v2.4.0
February 2026
  • AI Integration Hub with smart clinical charting assistance
  • Claims Analytics Dashboard with predictive insights
  • Multi-Office Management with consolidated reporting
  • Enhanced patient portal with treatment animations
  • Improved ERA processing with automatic reconciliation
v2.3.0
January 2026
  • Financial Dashboard with real-time revenue tracking
  • Check-in/Check-out Workflow with digital forms
  • Dark Mode support across all modules
  • Advanced filtering for patient search
  • Custom report builder
v2.2.0
December 2025
  • Patient Portal with appointment booking
  • Communication Hub for patient messaging
  • X-ray Viewer with annotation tools
  • SMS appointment reminders
  • Document management system
v2.1.0
November 2025
  • Clinical Charting with teeth diagram
  • Periodontal Charts with automation
  • Treatment Plans with case management
  • Clinical notes with voice transcription
v2.0.0
October 2025
  • Initial Launch: Scheduling module
  • Billing and payment processing
  • Patient Management system
  • User authentication and permissions

Video Tutorials

8 min
Getting Started: Your First Day
Getting Started
12 min
Mastering the Schedule
Scheduling
15 min
Clinical Charting Deep Dive
Clinical
10 min
Claims Submission Walkthrough
Billing
6 min
Patient Portal Setup
Admin
5 min
End-of-Day Closing Workflow
Admin

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