Features

Everything You Need, All in One Platform

Managing a modern practice requires more than just scheduling software or a billing tool. You need a comprehensive system that connects every part of your workflow — from the moment a patient books an appointment to the final invoice and follow-up.

Compass Pro brings it all together. Our cloud-based platform integrates scheduling, patient management, billing, documents, communication, reporting, and more into one seamless experience.

Explore the features below, each designed to save you time, reduce errors, and improve patient satisfaction.

Appointment Scheduling

Keep your calendar full and organized with flexible scheduling, online booking, and automated reminders. Say goodbye to no-shows and double-bookings.
[Learn More about Appointment Scheduling]

Patient Management & EMR

Securely manage complete patient profiles, medical histories, treatment plans, and progress notes. Replace paper charts with a digital EMR that’s accessible anytime, anywhere.
[Learn More about Patient Management]

Document Management & Digital Signature

Go paperless with secure digital storage and legally binding e-signatures. Scan, sign, and share documents in seconds — all while staying compliant.
[Learn More about Document Management]

Communication Management

Centralize email, SMS, and eFax in one secure dashboard. Send reminders, invoices, and updates, while keeping all communication tied to the right patient.
[Learn More about Communication Management]

X-Ray Scanning & Imaging Integration

Capture, upload, and manage diagnostic images directly in the patient record. Secure, accessible, and sharable — so providers can make faster, better-informed decisions.
[Learn More about X-Ray Scanning]

To-Do & Queue Management

Organize staff tasks and keep patient flow moving with real-time queue visibility. Reduce wait times, prevent missed tasks, and improve team accountability.
[Learn More about Queue Management]

Inventory Management

Stay stocked without overspending. Track supplies, set low-stock alerts, and manage procurement across multiple locations — all from one system.
[Learn More about Inventory Management]

Insurance Claim Management

Streamline claim submission, reduce denials, and speed up reimbursements with automated verification, submission, and tracking.
[Learn More about Insurance Claim Management]

Financial Management

Handle billing, payments, invoicing, and tax calculations in one integrated system. Get a complete financial picture with real-time reporting.
[Learn More about Financial Management]

Reporting & Analytics

Turn raw data into actionable insights. Track revenue, patient trends, staff productivity, and compliance with customizable dashboards and reports.
[Learn More about Reporting & Analytics]

Process Automation

Save hours each week by automating repetitive tasks. From appointment reminders to invoice generation, Compass Pro keeps your workflows running smoothly.
[Learn More about Process Automation]

Online Request Forms

Simplify paperwork with secure online forms for intake, consent, and requests. Patient-submitted data flows directly into their records, reducing errors and wait times.
[Learn More about Online Request Forms]

Patient Portal

Give patients secure 24/7 access to records, appointments, invoices, and communication tools. Improve transparency, engagement, and satisfaction.
[Learn More about Patient Portal]

Ready to See It All in Action?

Every Compass Pro feature works together as part of a single, powerful platform. Whether you’re running a solo clinic or a multi-location practice, Compass Pro adapts to your needs.

Apply to our Pilot Program and get 12 months of Compass Pro free, with no obligation to buy.