Pricing for 2026

Transparent, Flexible, and Built for Every Practice

At Compass Pro, we believe that pricing should be simple, predictable, and transparent. That’s why our packages are designed to give you everything you need to run your practice, without hidden costs or surprises.

Starter
For New Practice
Professional
For Small Practice
Enterprise
For Large Practice
Monthly Price
Custom quote
Active Users
up to 3
up to 10
Unlimited
Number of Offices
1
Up to 3
Unlimited
FIles & Data Storage
100 GB
300 GB
Unlimited
Core Features
Patient Management, Appointment Scheduling, Billing & Invoicing
All Starter features + Insurance Claims, Inventory, Analytics
All Pro features + Multi-location Management, Advanced Automations
Support
Email, 5 tickets/mo
Email + Phone, 15 tickets/mo
Priority, 40 tickets/mo + SLA
Implementation
Self-guided setup
Guided onboarding (4 hrs)
Dedicated account manager

Need more seats? Add additional users anytime for per user/month

Our goal is to make it easy for you to compare options, understand costs, and choose the plan that best fits your practice.


Additional Services

Training

Get your team confident fast — with role-based, hands-on sessions.
Our certified trainers tailor each session to your workflows (front desk, clinicians, billing). Training focuses on real tasks: scheduling, EMR, claims, payments, reporting, and security best practices. You’ll leave with checklists, templates, and recordings (for remote).

What’s included

  • Customized agenda by role and specialty
  • Live demos in your Compass Pro tenant
  • Post-session Q&A + resource kit
  • Optional “configure-as-you-learn” segment
Starter
Essentials
Professional
Team Training
Enterprise
Deep-Dive
On-Site
Day Rate
Monthly Price
Duration
2 hrs
4 hrs
6 hrs
6–7 hrs
Format
Remote (live)
Remote (live, up to 10 staff)
Remote (live)
In-person*
Ideal For
Small teams
Multi-Location Clinics
Multi-role rollouts
Hands-on floor training
* On-site available in select regions; Travel cost not included.

Tip: Training costs are one-time fees and can be bundled with your package purchase.

Onboarding (Setup Services)

From self-serve checklists to white-glove setup — your choice.
Onboarding prepares your environment for production, including org profile, locations, roles/permissions, templates, audit settings, and baseline dashboards. We also provide guidance on best practices for data retention, backups, and privacy.

Do It Yourself
Do It With You
Do It For You
Price
Included
Duration
3–5 days
1–2 weeks
2–3 weeks
What We Do
Setup wizard, checklists, template library, short videos, email support (2 tickets
Joint working sessions (2×2 hrs), configuration review, go-live checklist, hypercare (5 days)
End-to-end setup, role mapping, templates, policies, dry-run, go-live, 10-day hypercare

Add-ons: Extra location setup /location. Policy & SOP documentation pack


Integration (Project-Based)

Connect Compass Pro with the systems you already trust.
We deliver scoped, tested integrations (API or file-based) with finance (QuickBooks/Xero), imaging, payment gateways, CRM/marketing, e-signature, and analytics. Every project includes discovery, mapping, build, QA in the sandbox, deployment, and handover notes.

Basic
Standard
Advanced
Project From
-
- +
Timeline
2–4 weeks
4–8 weeks
8–12+ weeks
Typical Scope
Pre-built connector, standard fields, one-way sync
Bi-directional sync, custom field mapping, error handling
Multi-system orchestration, custom endpoints, compliance reviews

Notes: Fixed proposals provided after discovery. Optional care plan (monitoring & updates) from /mo.


Support

Clear coverage, defined limits, predictable SLAs — no surprises.
We cap tickets per month to protect both your team and ours, ensuring fair access and fast responses. Tickets can be how-to questions, configuration help, minor troubleshooting, or small fixes.

Starter
For Small Business

Professional
For Regular Business
Enterprise
For Large Business
Tickets / Month
5
15
40
Target Response
1–2 business days
1 business day
4 business hours
Channel
Email
Email + Phone
Priority (email/phone/chat)

Any tickets exceeding your monthly limit will either be queued for the next cycle or can be handled immediately with a Top-Up Pack.

Top-Up Packs: 10 tickets · 25 tickets .
Premium SLA (Enterprise optional): 2-hour response, +/mo.


Migration

Move your data to Compass Pro with confidence.
We import key data (patients, appointments, insurers, fee schedules, balances, and—when available—clinical notes). Each migration starts with a pre-flight audit to confirm scope and data quality.

Basic
Standard
Advanced
Price
+
Duration
2–4 weeks
4–8 weeks
8+ weeks
Scope
Patients + appointments
+ insurers, plans, billing, balances
+ clinical/ chart notes*
* Clinical notes depend on source system exportability.

Pre-flight Audit: (credited if you proceed).
Important: Migration is offered at purchase; post-go-live imports are harder and require a custom quote.


Customization

Tune Compass Pro to your workflows.
From custom fields, forms, and templates to role-specific dashboards and reports, we tailor Compass Pro to enable teams to move faster with fewer clicks. For larger needs, we can develop lightweight internal modules that don’t require full integration.

Minor
Workflow
Moderate
Reports & Dashboards
Major
Custom Module (Light)
From
-
-
- +
Delivery
1–2 weeks
2–4 weeks
4–8 weeks
Examples
Custom fields, templates, email/SMS docs
KPI packs, financial/ops dashboards
Queue tools, intake forms, task flows

Have a specific requirement? Request a Customization Quote ›