Dental and Orthodontic Practice Management Software
Compass Pro is cloud-based dental and orthodontic practice management software that connects scheduling, patient records, clinical workflows, imaging, billing, insurance claims, payments, patient communications, reporting, and built-in AI assistance in one system.
Designed for single-location practices, growing multi-location practices, dental groups, and Dental Support Organizations (DSOs), Compass Pro helps teams reduce operational friction, improve visibility, and manage the patient journey from first contact through final payment.
Run your front desk. Support clinical care. Simplify billing. Engage patients. Work smarter with AI.
One Connected System for Dental and Orthodontic Workflows
Dental and orthodontic practices rely on many connected processes every day: appointments, intake forms, treatment notes, imaging, insurance claims, payment plans, reminders, patient communication, and reporting.
Compass Pro is designed to bring these workflows together in a cloud-based practice management system, so your team can spend less time switching between disconnected tools and more time focusing on patient care and practice performance.
Compass Pro helps practices manage:
- Front desk scheduling and patient flow
- Dental and orthodontic treatment records
- Patient intake, medical history, and e-signatures
- Imaging, documents, and X-Ray scanning
- Billing, ledgers, contracts, and payment plans
- Insurance claim workflows for Canada and the United States
- Patient portal access and secure communication
- Reporting, dashboards, audit logs, and operational visibility
- AI-powered navigation and knowledge-base assistance
Key Compass Pro Features
1. Smart Scheduling & Front Desk Management
Keep your front desk organized with powerful scheduling tools built for busy dental and orthodontic teams.
Compass Pro includes a flexible scheduling board, master calendar, appointment list views, monthly schedule overview, chair and operatory scheduling, clipboard tools, open slot search, and printable schedules.
Whether your practice manages one provider or multiple locations, Compass Pro gives the front desk a clearer view of daily operations.
Scheduling features include:
- Multi-provider and multi-location calendar
- Chair and operatory view
- Drag-and-drop appointment management
- Appointment list and monthly calendar views
- Open slot search
- Scheduling clipboard
- Schedule templates by location
- Appointment confirmation tools
- Appointment cancellation rules
- Appointment trigger rules
- Patient locator rules
- Appointment, next appointment, consultation, and intake queues
- External calendar sync using iCalendar /.ICS
Why it matters
Your schedule is the operational heartbeat of the practice. Compass Pro helps the front desk coordinate providers, chairs, patient flow, confirmations, and appointment changes from one system.
2. Automated Reminders & Patient Notifications
Reduce missed appointments and manual follow-up with automated delivery tools for reminders, confirmations, cancellations, account statements, and patient invitations.
Compass Pro supports communication through email, SMS, and eFax, helping practices keep patients informed before and after appointments.
Reminder and delivery features include:
- Appointment reminder engine
- Same-day appointment reminders
- Appointment confirmation links
- Cancellation notice delivery
- Past-due notice delivery
- Scheduled account statement delivery
- Welcome and patient portal invitation messages
- Email, SMS, and eFax delivery options
Why it matters
Manual reminder workflows can consume valuable front desk time. Automated reminders help practices improve consistency, reduce administrative work, and support a smoother patient experience.
3. Complete Patient Records & Intake Management
Compass Pro provides a central patient record that brings together demographics, contact details, relationships, appointment history, medical and dental history, insurance information, files, images, contracts, ledger activity, comments, alerts, checklists, and audit history.
The system also supports patient intake workflows, including web forms, duplicate review, medical/dental history capture, and e-signatures.
Patient management features include:
- Central patient record
- Searchable patient registry
- Patient summary view
- Patient profile and demographics
- Medical and dental history
- Patient relationships and responsible-party records
- Insurance details
- Referral information
- Patient comments and alerts
- Patient checklists
- Person records for non-patient contacts
- Patient intake web form
- Adult and under-18 intake support
- Dual signature capture
- Duplicate review before intake commit
- Consultation request intake
- Patient portal enrollment
Why it matters
A complete patient record helps every department work from the same source of truth, from front desk intake to clinical care, billing, and follow-up.
4. Dental & Orthodontic Clinical Tools
Compass Pro supports clinical documentation for both dental and orthodontic practices, including treatment cards, examination forms, treatment planning, procedure codes, diagnoses, tooth charting, odontogram, periodontal charting, and diagnostic records.
The system is built to support structured clinical workflows while keeping patient information connected to the broader practice management process.
Clinical features include:
- Dental treatment card
- Orthodontic treatment card
- Dental and orthodontic examination forms
- Treatment planning
- Next-visit planning
- Procedure code management
- Procedure categories, priorities, and statuses
- Diagnoses catalogue
- Interactive tooth charting
- Odontogram
- Periodontal charting
- Custom clinical forms
- Diagnostic archive
Why it matters
Clinical documentation should not live separately from scheduling, billing, imaging, and patient communication. Compass Pro helps connect clinical records to the operational and financial workflows of the practice.
5. Imaging, X-Ray, Files & Document Management
Compass Pro includes tools for managing patient images, X-Rays, uploaded files, document templates, generated PDFs, e-signatures, document sets, shared document views, letter queues, and mass printing.
With browser-based image handling and scanning support, practices can manage visual records and documents directly within the patient workflow.
Imaging and document features include:
- Patient file management
- Patient image management
- Image series management
- Browser-based chunked image upload
- Image crop, rotate, resize, and flip tools
- X-Ray scan capture
- Web TWAIN scanning with Dynamsoft
- Eversign e-signature support
- Document library
- Document templates
- Custom form templates
- Document sets
- Document builder and generator
- Letter queue and generation
- Mass printing
- Shared document views
- PDF generation and reporting
Why it matters
Images, X-Rays, consent forms, reports, letters, and patient documents are essential parts of dental and orthodontic care. Compass Pro helps keep them organized and accessible from the patient record.
6. Billing, Ledger, Contracts & Payment Plans
Compass Pro supports practice financial workflows with patient and family ledgers, payment posting, charges, adjustments, reversals, account statements, aging, past-due notices, contracts, treatment fee plans, payment plans, insurance plans, and orthodontic auto-payments.
The system is designed to help practices manage money movement more clearly across patients, families, contracts, and insurance-related balances.
Billing and ledger features include:
- Patient ledger
- Family ledger
- Aging and accounts receivable
- Account statement management
- Account past-due notices
- Payment posting
- Family payment posting
- Charge and adjustment posting
- Balance corrections and transfers
- Transaction reversal and restore
- Daily collections
- Daily transactions
- Receipts and invoices
- Refund processing and synchronization
- Tax configuration
- Ledger closing rules
- Auto-payments
- Late payment and no-show fee workflows
- Past-due account rules
- Late fee and declined payment queues
- Patient contracts
- Treatment fee plans
- Payment plans
- Insurance plans
- Orthodontic contract management
- Orthodontic auto-payments
Why it matters
Dental and orthodontic billing can become complex when families, insurance plans, contracts, recurring payments, and aging balances are involved. Compass Pro gives practices tools to manage these financial workflows in one place.
7. Integrated Electronic Payments
Compass Pro supports electronic payment workflows for in-person and remote payments, including card-present payments, card-not-present payments, ACH payments, terminal pairing, device management, refund synchronization, and asynchronous payment processing.
Configured payment options include Stripe, Square, OpenEdge, and other provider options listed in the product configuration.
Payment features include:
- Card-present payments
- Card-not-present payments
- ACH payments
- Stripe ACH microdeposit flow
- Square terminal pairing
- Payment device management
- Terminal action tracking
- Payment and refund synchronization
- 3D Secure handling
- Async Stripe processing
- OpenEdge payment gateway support
Why it matters
Patients expect flexible payment options, while practices need accurate ledger updates and reliable payment tracking. Compass Pro helps connect payment activity to the financial record.
8. Insurance & Claims Workflow Support
Compass Pro helps dental and orthodontic practices manage insurance companies, billing centers, patient insurance policies, payer references, claim creation, claim submission, claim tracking, eligibility verification, error checking, denial management, continuation claims, claim faxing, and insurance reports.
The system supports ADA dental claim forms for the United States and CDA dental claim forms for Canada.
Insurance features include:
- Insurance company management
- Billing center management
- Patient insurance policy management
- Payer reference data
- Insurance claim creation and editing
- Automated claim creation and submission
- Claim status tracking
- Eligibility verification
- Error checking and denial management
- Continuation claims
- ADA dental claim form support
- CDA dental claim form support
- Claim faxing with tracking
- Insurance transaction reports
- Active insurance patient reports
- Claim reports
Why it matters
Insurance workflows can create administrative delays when they are disconnected from the patient, treatment, and billing records. Compass Pro helps practices manage insurance activity as part of the full practice workflow.
9. Patient Portal & Secure Patient Engagement
Compass Pro includes patient portal tools that allow patients to access key information, view and confirm appointments, see ledger and contract details, make or authorize payments, manage personal settings, and interact with practice workflows.
The portal supports secure authentication, password flows, two-factor login, and synchronization with the main practice management system.
Patient portal features include:
- Portal authentication with two-factor login
- Password reset and set-password flows
- Patient overview dashboard
- Appointment viewing and confirmation
- Public appointment confirmation links
- Ledger and contract visibility
- Portal payments
- Person details and settings
- Portal synchronization with Compass Pro
Why it matters
Modern patients expect convenient digital access. Compass Pro helps practices extend key patient-facing workflows beyond the front desk while keeping information connected to the practice system.
10. Communication Tools for Modern Practices
Compass Pro supports email, SMS, eFax, secure messaging, consultation forms, embedded views, shared links, short links, and external consultation request intake.
These tools help practices communicate with patients and manage engagement workflows from the same platform used for scheduling, billing, intake, and clinical records.
Communication features include:
- Email through Amazon SES / SMTP
- SMS through Twilio / Amazon Pinpoint
- Outbound and inbound eFax
- Two-way secure messaging
- Internal comments and alerts
- Embedded consultation forms for websites
- Shared links and embedded views
- Short link generation and auto-purge
- Consultation API
Why it matters
Patient communication is most effective when it is connected to the patient record and practice workflow. Compass Pro helps reduce scattered communication across disconnected tools.
11. Workforce, Time Tracking & Team Management
Compass Pro includes workforce tools for managing employees, employee types, work schedules, working-hours agreements, billable work schedules, time tracking, approvals, archives, and time reports.
Workforce features include:
- Employee management
- Employee type management
- Work scheduling
- Schedule archive
- Working-hours agreements
- Time tracker
- Time tracker approvals
- Billable work scheduling
- Workforce time reports
Why it matters
Practice performance depends on both patient workflows and team workflows. Compass Pro helps practices manage staffing, time tracking, and operational accountability.
12. Inventory & Procurement Management
Compass Pro includes inventory and procurement tools for product catalogues, vendors, warehouses, purchase orders, procurement requests, bundles, distribution, supply ordering, vendor sending, status tracking, reporting, and low-stock alerts.
Inventory features include:
- Product catalogue
- Product categories and brands
- Vendor management
- Vendor options
- Warehouse management
- Procurement requests
- Procurement bundles
- Supply distribution
- Purchase orders
- Supply ordering
- Vendor sending
- Procurement status tracking
- Procurement reporting
- Low-stock alerts
Why it matters
Dental and orthodontic practices depend on supplies, products, and equipment availability. Compass Pro helps teams track procurement workflows and reduce surprises from low stock or manual ordering gaps.
13. Reporting, Dashboards & Practice Analytics
Compass Pro provides customizable dashboards, chart widgets, operational widgets, financial reports, insurance reports, clinical reports, schedule reports, patient appointment reports, audit logs, and activity trails.
Practice leaders can use dashboards and reports to monitor operational flow, financial activity, attendance, payer mix, contract trends, and patient-related workflows.
Reporting features include:
- Customizable user dashboards
- Chart and gauge widgets
- Operational widgets
- Today’s appointments
- Next appointment widgets
- Need-consultation widgets
- To-do list widgets
- Alerts
- Show-up rate tracking
- Self-pay vs insurance analysis
- Contract metrics
- Account statements
- Patient ledger reports
- Receipts and invoices
- Aging reports
- Daily collections and transactions
- Tax reports
- Claim reports
- Insurance transaction reports
- Active insurance patient reports
- Schedule reports
- Patient appointment reports
- Medical/dental history reports
- Orthodontic examination reports
- Orthodontic treatment card reports
- Orthodontic prescription reports
- Periodontal chart reports
- Image reports
- Audit log history
- Activity trail review
Why it matters
Better decisions require better visibility. Compass Pro helps practice owners and managers review operational, clinical, financial, and administrative activity from one connected system.
14. AI Spotlight Assistant
Compass Pro includes AI Spotlight, an in-app assistant designed to help users find, navigate, search, and ask questions inside the software.
AI Spotlight supports natural-language navigation, record search, create/edit page access, typed parameter extraction, knowledge-base Q&A, multilingual how-to support, and voice command input.
AI Spotlight features include:
- Full-screen command palette
- Natural-language navigation
- Conversational record search and list browsing
- Open, create, and edit pages from a request
- Date, name, status, and parameter extraction
- Knowledge-base Q&A grounded in the product knowledge base
- Session-aware support
- Multilingual how-to answers
- Voice command input using Web Speech API
- AI-navigable scheduling for opening and pre-filling scheduler workflows
Why it matters
Practice management systems can be powerful but difficult to navigate. AI Spotlight helps users move faster by letting them search, navigate, and ask how-to questions using natural language.
15. Security, Access Control & Audit History
Compass Pro is designed to support secure practice workflows with authentication, one-time passcodes, two-factor authentication, social login options, role-based permissions, session tracking, login tracking, audit logs, and per-entity activity history.
Compass Pro is designed to support practices in meeting applicable privacy and security requirements, including requirements associated with PHIPA, PIPEDA, HIPAA, and GDPR where applicable. Compliance also depends on each practice’s configuration, policies, access controls, staff training, and use of the software.
Security and access features include:
- Username and password login
- One-time passcode via SMS
- Multi-factor authentication (MFA)
- Social login options
- Role and permission management
- Create, edit, delete, and assign permissions
- Session tracking
- Login tracking
- Session termination
- System-wide audit log history
- Activity trail review
- Patient log history
- Document log history
- Image log history
Why it matters
Dental and orthodontic practices handle sensitive patient, clinical, financial, and operational information. Compass Pro provides teams with access controls and audit tools to support responsible system use.
16. Multi-Location, Branding & Configuration
Compass Pro supports multi-location operations, white-label branding, guided setup, tenant and domain management, payment gateway configuration, tax configuration, and catalogue-driven practice setup.
This makes the platform suitable for single practices, growing groups, and organizations that need configurable workflows across locations.
Configuration features include:
- Multi-location support
- White-label branding
- Guided setup wizard
- Tenant management
- Domain management and verification
- Payment gateway configuration
- Tax configuration
- Automation rules
- Appointment trigger rules
- Auto-payment rules
- Past-due account rules
- Reminder rules
- Master data catalogues for scheduling, clinical workflows, insurance, communications, documents, inventory, and workforce management
Why it matters
Every practice operates differently. Compass Pro gives practices configuration tools to support location-specific workflows, branding, and operational rules.
Ready to See Compass Pro in Action?
Discover how Compass Pro can help your dental or orthodontic practice simplify daily operations, improve workflow visibility, and manage the full patient journey from one connected platform.