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.
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 ›







