Starter
New & solo practices
- 1 location
- Up to 5 active users
- Up to 10,000 patients
- 1 TB Images storage
- 1 TB data storage
- EMR, Scheduling, Billing
Professional
Established practices
- Up to 3 locations
- Up to 15 active users
- Up to 50,000 patients
- 1 TB imaging storage
- 1 TB data storage
Growth
Multi-location groups
- Up to 10 locations
- Up to 50 active users
- Up to 150,000 patients
- 2 TB imaging storage
- 2 TB data storage
Enterprise
DSOs & large organizations
- Unlimited locations
- Unlimited active users
- 150,000+ patients
- 3+ TB imaging storage
- 3+ TB data storage
A credit card is required to start. You are not charged if you cancel within 15 days. After the trial, you are billed month-to-month. We email a reminder 3 days before the trial ends.
Optional services
Onboarding
From self-serve checklists to setup done for you. We prepare your environment for production: practice profile, locations, roles, templates, and your dashboard.
| Do It Yourself | Do It With You | Do It For You | |
|---|---|---|---|
| Price | Included | Quoted | Quoted |
| What we do | Setup wizard, checklists, template library, short videos | Joint working sessions (2×2 hrs), configuration review, go-live checklist, extra support after go-live | Full setup, role mapping, templates, policies, dry-run, go-live, extra support after go-live |
Data migration
Move your existing practice data to Compass Pro with a structured migration process.
Each migration begins with an assessment of your source system, available exports, data quality, and required scope. Migration feasibility, included data, and the implementation timeline are confirmed following this assessment.
Migration results depend on the format, completeness, quality, and export capabilities of the source system.
| Basic | Standard | Advanced | |
|---|---|---|---|
| Duration | 2–4 weeks | 4–8 weeks | 8+ weeks |
| Scope | Patients + appointments | + insurers, plans, billing, balances | + clinical / chart notes* |
* Clinical-note migration depends on source-system exportability.
Training
Role-based, hands-on sessions led by Compass Pro trainers. Focused on real tasks: scheduling, EMR, claims, payments, reporting, and security best practices.
| Starter Essentials | Professional Team | Growth Deep-Dive | Enterprise On-Site Day Rate | |
|---|---|---|---|---|
| Duration | 2 hrs | 4 hrs | 6 hrs | 6–7 hrs |
| Format | Remote (live) | Remote, up to 10 staff | Remote (live) | In-person* |
| Ideal for | Small teams | Multi-location practices | Multi-role rollouts | Hands-on floor training |
* On-site available in select regions; travel not included.