Everything you need to know about getting started, managing your practice, and keeping data secure with Compass Pro.
Yes. We offer a 12-month Pilot Program where selected practices use Compass Pro free of charge, with no obligation to purchase. It's your chance to explore the platform, test features, and share feedback. After the pilot, you can choose the plan that fits.
After you sign up, you'll receive a welcome email with a secure link to create your administrator account. From there you can:
Our onboarding team can guide you step-by-step.
Compass Pro is fully cloud-based. All you need is a modern browser (Chrome, Edge, Firefox, or Safari — latest versions), an internet connection (5 Mbps+ recommended for video), and for mobile, any current iOS or Android device. No local servers or special installs required.
Yes. Selected practices can use Compass Pro for 12 months with no platform subscription fee during the pilot period. Third-party costs, optional integrations, hardware, data migration, data cleanup, and other services outside the standard pilot scope are not included.
Applications must be submitted by September 1, 2026. However, enrollment may close earlier if all 5 pilot spots are filled.
Only the first 5 accepted applicants will receive access to the Compass Pro Pilot Program.
No. Because the program is limited, applications are reviewed based on fit, readiness, practice needs, and available onboarding capacity.
No. A credit card is not required to apply or enroll in the pilot.
No. There is no purchase obligation after the pilot period ends.
At the end of the pilot, your practice can decide whether to continue with Compass Pro. If you choose to move forward and need services such as existing data migration, patient record merging, custom setup, or integrations, those services may require a separate paid scope of work.
Full migration, cleanup, merging, or import of existing patient information from another system is not automatically included in the pilot. These services may require paid work because they depend on the condition, format, and complexity of the data.
The program is designed for dental clinics, orthodontic practices, growing practices, new practices, and multi-location teams that want to evaluate cloud-based practice management software in a practical, supported way.
Pilot access may include scheduling, patient records, billing, documents, communication, reporting, analytics, and other available Compass Pro modules based on your practice needs and pilot setup. Some functional limitations may apply during the pilot.
Yes. Orthodontic practices are encouraged to apply, especially if they want to help shape workflows for long-term treatment management, recurring appointments, treatment coordination, and specialty documentation.
Yes. Multi-location practices may be a strong fit if they need better visibility across scheduling, operations, reporting, and team workflows.
We ask for practical feedback about usability, workflows, terminology, reports, configuration, training, and feature priorities. Feedback is usually collected through brief check-ins and structured discussions.
Yes. Your practice owns its data, and export options are available.
A detailed Pilot Program Limitations page provids applicants understanding what is included, what is not included, and what may require separate paid work.
Complete the Pilot Program application form before September 1, 2026. If your practice is selected and one of the 5 pilot spots is still available, our team will contact you to schedule the next step.
Yes. Compass Pro uses role-based access control (RBAC). Administrators define roles — reception, clinician, manager — and choose which data and tools each role can access, keeping sensitive information secure.
Roles are fully customizable to your practice.
Administrators go to Settings → User Management to invite staff by email, assign a role, and adjust permissions. Removing a user is as simple as deactivating their account — all historical records stay intact for audit purposes.
Yes. Compass Pro is designed to meet HIPAA, PIPEDA, and GDPR standards. All data is encrypted (AES-256 at rest, TLS in transit), audit trails are maintained, and role-based access enforces least-privilege.
Yes. Patients log into a secure Patient Portal to view medical history, upcoming appointments, invoices, and documents. Your practice controls exactly what information is visible.
Add a patient manually from the Patient Management dashboard, or import many at once via CSV. Each record includes demographics, medical history, contact preferences, and insurance details.
Patients (via the portal) or staff (via the dashboard) can cancel or reschedule. The slot reopens automatically, both sides receive updated confirmations, and your cancellation rules — fees, cut-off times — apply as configured.
Yes. Compass Pro syncs with major calendar systems including Google Calendar and Microsoft Outlook, so providers and staff keep schedules aligned across platforms.
Yes. Reminders go out via email, SMS, or eFax. You control the timing (e.g. 48 or 24 hours before) and message templates to cut down on no-shows.
You stay in control — wait or boost capacity instantly.
Dental costs scale with patient records and imaging, not logins. A hygienist login costs nothing — CBCT scans do. Pricing by patients is fairer and prevents surprise overages.
Nothing breaks. You simply add a storage pack — +1 TB for $49/mo or +5 TB for $199/mo. No forced upgrades, no data throttling.
Enterprise clients differ massively in imaging volume, integrations, automation, and SLA needs. Custom pricing means you pay for what you actually use — not a bloated bundle.
Your data stays active while you're a customer. If you leave, it's retained for 30 days and then permanently deleted — no hostage data, no hidden archive fees.
Reach our team directly — we usually reply within one business day.
