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Getting Started
Set up your practice, add providers, configure settings
12 articlesScheduling
Appointments, recurring schedules, waitlist, online booking
18 articlesClinical Charting
Tooth charts, perio, treatment plans, clinical notes
15 articlesBilling & Claims
Insurance claims, payment posting, ERA processing, AR management
22 articlesPatient Management
Patient records, portal, intake forms, communications
14 articlesAdmin & Settings
User management, permissions, multi-office, integrations
10 articlesKeyboard Shortcuts
+| 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 | |
| Show Help | ? | |
Release Notes
+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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