Less chaos at the front desk. More control across the practice.
One cloud software for dental and orthodontic practices — scheduling, records, imaging, billing, insurance, communication, and an AI assistant that finds anything in seconds. Less admin. More time for patients.
We ran the numbers — then we built Compass Pro
Dental practices lose thousands each year to administrative bottlenecks, insurance hurdles, and overhead that could be avoided. Here's how one platform changes that.
Compass Pro — Practice Platform
From a chaotic reception desk to a calm, connected practice in two minutes.
Most practices don't lose money in one big leak — they lose it in a dozen small ones, every day.
Appointments, reminders, intake forms, X-rays, treatment notes, payments, claims, patient messages, reports. Split across paper, spreadsheets, and disconnected tools, small delays become daily bottlenecks.
Scheduling gaps & no-shows
Double bookings, empty chairs, and manual reminders cost time and revenue you never see on a report.
Manual, repeated intake
Paper forms are rekeyed every visit — incomplete, error-prone, and a drain on the front desk.
Insurance & billing friction
Claim rework, scattered ledgers, and slow follow-up quietly choke cash flow.
No live visibility
Running in the dark — no real-time view of whether today moved the practice forward or backward.
Disconnected systems
Too many disconnected tools — data duplicated, lost, and impossible to report on.
Scaling chaos
Growth multiplies the chaos — every new provider, user, and location makes it worse.
Imagine if a single platform could solve all of this.
Introducing Compass Pro
The all-in-one cloud software designed specifically for dental and orthodontic practices. Everything your team touches, in one connected record.
One connected platform for the business side of patient care.
Compass Pro replaces disconnected scheduling, record-keeping, billing, paper forms, and communication workarounds with a single cloud platform built for how dental and orthodontic teams actually work. From the first appointment request through treatment documentation, claims, payments, recalls, and reporting — every team works from the same connected patient and practice data.
Every patient, in one complete record
Medical history, diagnostic imaging, dental and orthodontic treatment cards, exam notes, ledgers, and signed consent forms — open any patient in seconds and stop hunting across systems.
A calendar that keeps every chair full
A drag-and-drop master calendar across providers and locations, with automated Email / SMS / eFax reminders, same-day nudges, open-slot search, and real-time visit tracking.
Forms patients finish before they arrive
A digital intake form with 135+ medical-history fields and integrated e-signatures — completed at home on mobile, auto-populated straight into the patient record. Build reusable custom clinical and admin forms.
Verified before the visit. Paid faster after.
Pre-appointment eligibility verification (via Availity / eCare / TELUS), ADA & CDA claim form generation, electronic claim files, and status tracking — then collect with integrated Stripe, Square, and OpenEdge payments, auto-payments, and clean ledgers.
Decisions based on facts, not guesswork
Real-time, per-location dashboards — show-up rate, daily collections, payer mix, AR aging, and contract trends — so you spot a revenue leak before it gets expensive.
An AI assistant built into your software
AI Spotlight navigates Compass Pro by voice or text, opens records and create/edit pages, and answers how-to questions from your knowledge base.
The dental software you can just talk to.
Most practice management software makes you remember where everything is. Compass Pro lets you just ask — one keystroke away on every screen.
Navigate by voice or text
"open today's schedule for the Toronto location," "create a new patient," "go to insurance claims."
Find any record conversationally
patients, appointments, ledgers — no menu-hunting.
Ask how-to questions
grounded, multilingual, step-by-step answers pulled straight from your Compass Pro knowledge base.
Hands-free when you need it
voice input for chairside and front-desk moments.
Scaling from one practice to many? Compass Pro grows with you.
Whether you're a two-location group or a growing Dental Support Organization (DSO), Compass Pro centralizes the operations that get harder with every clinic you add:
One platform, every location
Shared scheduling, billing, and document workflows under central configuration.
Per-location visibility
Dashboards and reports for each clinic’s show-up rate, collections, payer mix, and AR aging.
Role-based access across the group
The right access for regional managers and floating staff, with full audit trails on every change.
White-label branding
Present each location under its own brand on shared infrastructure.
Cloud-native onboarding
Add a location without rebuilding workflows or standing up local servers.
Built for everyone in the practice.
| Who you are | What Compass Pro does for you |
|---|---|
| Practice Owner | See and run your whole practice — every location — from one cloud platform. |
| Office Manager | Keep the day organized, cut admin pressure, and let AI Spotlight find anything fast. |
| Front Desk | Find patients faster, fill the schedule, and let patients complete forms before they arrive. |
| Dentist / Orthodontist | Treatment cards, imaging, charting, and plans — all in one patient record. |
| Billing / Insurance | Verify coverage before the visit, submit ADA/CDA claims, and get paid faster. |
| Multi-Location / DSO | Centralize every location with shared workflows, per-location dashboards, and role-based access. |
Same clinic. Same team.
A completely different day
When the admin work takes care of itself, the front desk is calm, the schedule stays full, and the records are already where they should be.
Fewer no-shows
Automated reminders and same-day nudges keep chairs full.
Fewer surprise denials
Coverage checked before the visit, claims tracked after.
Hours back each week
One connected platform replaces the daily tool-switching.
Simple plans, no hidden costs
Priced by patient records and imaging — not by logins. Imaging storage, multi-location access, automation, and cloud infrastructure are included.
Starter
New & solo practices
- Up to 10,000 patients
- 1 location · up to 5 users
- 250 GB imaging storage
- Scheduling, EMR & billing
Professional
Established practices
- Up to 50,000 patients
- Up to 3 locations
- 1 TB imaging storage
- Insurance workflows & analytics
Growth
Multi-location groups
- Up to 150,000 patients
- Up to 10 locations
- 4 TB imaging storage
- Centralized reporting & automations
Enterprise
DSOs & large organizations
- 150,000+ patients
- Unlimited locations & users
- Advanced integrations & SLA
- Dedicated success manager
Need more space? Add storage packs anytime — +1 TB for $49/mo or +5 TB for $199/mo. Enterprise is custom-priced so you pay for what you actually use.
Built in Canada. Designed for healthcare privacy.
Security is the foundation, not a checkbox. Access is controlled, and every change is logged.
Encrypted connections
TLS-encrypted connections protect records and messages moving between your team and the platform.
Role-based access
Staff see only what their role allows — with full audit trails on every change.
Secure authentication
Two-factor authentication and OTP options on staff and patient portal logins.
Cloud infrastructure
Built on AWS-backed cloud infrastructure with regular encrypted backups.
See Compass Pro in your practice's workflow.
Thirty minutes, online, no obligation — one-on-one with a specialist who knows dental and orthodontic operations. Worried about switching? We'll walk through onboarding, data migration, and training so the move feels low-risk.