Guide
Patient Activity Feed
See a time-stamped history of patient actions, updates, notes, treatments, and communications in one activity feed.
The operational profile
The complete patient context, in one place
Stop digging through paper folders and WhatsApp chats. Keep records, recalls, and communication history in a single operational view so your team knows exactly what to do next.
Connected patient profile
View appointments, treatment plan events, communication records, profile updates, and next actions from one operational patient record.
Patient context
Contact detailsVerified
Forms / anamnesisReviewed
DocumentsAttached
Timeline
Today’s visit checked in
Treatment plan event recorded
Recall follow-up due
Patient groups
Filter your lists
Use patient segments to find specific treatment types or follow-up lists without exporting data to Excel.
Custom forms
Smart data collection
Send forms that update selected profile fields automatically. Intake becomes actionable clinic data, not just another PDF.
Team tasks
Clear ownership
Assign patient tasks to specific roles so accountability survives the handoff between reception and the clinical team.
Role permissions
Controlled access
Protect sensitive clinical notes, media, and financial data with role-based visibility built for dental clinics.
Recall and communication
Create manual recalls or treatment-based reminders, then keep responsibility visible until the follow-up conversation is recorded.
Follow-up queue
Ready
Recall reminder scheduled
Unsigned document flagged
SMS timing selected
Team ownership
Review
Front desk
Confirm contact preference and next appointment.
Clinical team
Review forms, documents, and treatment context.