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The platform

Every module, and what it actually does.

Twenty-eight modules in six families. Tap one to open its page.

Patients & CareBasePatient ModuleEvery detail, document, photo and note for a patient on one scroll — with the insight panel that tells you what needs doing next.Patient details, contacts and household links · Photo intake and progress series · Patient info self-update requests · Document uploads filed to the chart
Patients & CareBaseAppointments ModuleChair-aware scheduling with confirmations, recalls and no-show recovery already wired in — so gaps get filled before you notice them.Chair and column scheduling · Online booking from the site · Automated confirmations and reminders · No-show and cancellation recovery queues
Patients & CareBaseTreatment Cases ModuleTreatment plans, contracts and case progress tracked as one object — so the TC, the doctor and the ledger never disagree.Treatment plans and presented options · Contract generation and e-signature · Case stage and milestone tracking · Debond and retention scheduling
Patients & CareBaseInsurance ModuleVerification, claims and remittance in one queue, with insurance portion split from patient portion everywhere it matters.Real-time eligibility checks · Claim submission and status tracking · Remittance posting and reconciliation · Benefit breakdowns by plan
Patients & CareBaseCustom FormsBuild any form once — new-patient exam, health history, consent, HIPAA — and it signs on the patient’s own phone and files itself.Drag-built form designer · Conditional questions and required fields · E-signature with timestamp and IP · Auto-file to the chart on submit
Patient ExperienceArtemisPatient Hub ModuleOne invite-only mobile-web login for appointments, balances, documents, care instructions and rewards — every child on one parent account.Invite-only enrolment with email + DOB verification · Next visit, history, confirm and add-to-calendar · Due now, past due, total due and autopay status · Contracts, statements and signed forms
Patient ExperienceArtemisRewards ModulePoints for showing up, brushing well and referring friends — redeemed for real gift cards without your team touching a card rack.QR scan-to-earn at the front desk · Point rules by behaviour and visit type · Prize catalogue and redemption approval · Gift-card fulfilment with delivery tracking
Patient ExperiencePlusOutreach ModuleTwo-way patient SMS, email and direct mail in one shared inbox — every thread carrying the chart it belongs to.Two-way patient SMS with shared inbox · Assignment, snooze and unread ownership · Email sends with open tracking · Direct-mail campaigns
GrowthPlusLeads ModuleA real CRM pipeline for enquiries — capture, stage, follow up, convert — with the channel attribution to prove where starts come from.Kanban pipeline with custom stages · Capture forms on your site and ads · Lead timeline with every touch · Automated follow-up sequences
GrowthPlusDigital Ads ModuleGoogle and Meta campaigns managed and measured against actual treatment starts, not clicks.Google Ads and Meta Ads campaign management · Guided campaign build wizards · Spend, CPL and cost-per-start · Creative library and variant testing
GrowthPlusSocial Media ModulePlan, schedule and publish across channels from one calendar — with reels, before-and-afters and Google Business posts handled.Multi-channel planner and calendar · Scheduled Instagram reels · Before / after post builder · Google Business and Yelp posting
GrowthPlusSEO ModuleSite audits, keyword tracking and AI-drafted blogging that keeps the practice site earning its place on page one.Technical site audit with fix list · Local keyword rank tracking · AI blog drafting and scheduling · Google Business profile optimisation
GrowthPlusSponsorship ModuleTrack every school, team and community sponsorship against the enquiries and starts it produced.Sponsorship register with cost and term · Renewal reminders · Attribution codes per sponsorship · Enquiries and starts per sponsor
GrowthPlusCustom Social Media TemplatesYour own branded post templates for debonds, contests, open chairs and staff spotlights — fill the caption, pick the channel, publish.Template library on your brand kit · Debond and before/after layouts · Contest and giveaway sets · Open-chair and last-minute-opening posts
MoneyBaseFinancials ModuleProduction, collections, AR ageing, conversion and chair utilisation on one scroll — with the drill-in behind every figure.Production and collections by provider · AR ageing with worklists · Conversion by TC and by source · Chair utilisation and gap cost
MoneyBasePayments ModuleCard, ACH and autopay on contracts, with past-due nudges running themselves and every payment posting straight to the ledger.Card and ACH capture, in person or in the hub · Autopay on contract schedules · Past-due detection and automated nudges · Payment plans and down-payment terms
MoneyBaseAccounting ModuleLedger, closes and QuickBooks sync that reconcile without a monthly export ritual.Chart of accounts mapping · QuickBooks two-way sync · Automated daily and monthly closes · Deposit reconciliation
Team & OfficePlusEmployee Resources ModuleTraining, manuals, reviews, payroll and hiring in the same system the team already opens every morning.Training paths and academy content · Practice manuals and SOP library · Employee reviews and goal tracking · Payroll and timesheet integration
Team & OfficeBaseStaff ChatChannels per chair, per location, per case — threaded, searchable, and always carrying the chart it’s about.Channels by chair, location and topic · Direct messages and group threads · Patient-linked conversations · File and photo sharing
Team & OfficePlusStaff Auto Assign TasksRules that create and assign tasks the moment something happens — unsigned note, open claim, past-due account, new lead.Rule-based auto-assignment · Round-robin and role-based routing · Due dates and escalation paths · Patient-linked task context
Team & OfficePlusStaff Automated RemindersEmail and SMS reminders for unsigned notes, open claims, expiring credentials and tomorrow’s prep — sent to the individual who owns it.Email and SMS staff nudges · Unsigned-note and open-claim sweeps · Tomorrow’s-prep digests · Credential expiry warnings
Team & OfficeArtemisOffice TV ModulePlaylists for the lobby and the bay — before-and-afters, contests, care instructions and team spotlights — scheduled from the same brand kit as your social.Screen and playlist management · Before/after and contest reels · Care-instruction loops for the bay · Now-serving and wait-time cards
Team & OfficeArtemisInventory ModuleStock levels, QR scan-to-reorder, purchase orders and receiving — with spend flowing into Accounting.Stock levels with par thresholds · QR scan-to-reorder at the cabinet · Purchase orders and vendor catalogues · Receiving and partial deliveries
Automation & IntelligencePlusAutomation ModuleThe engine behind every reminder, recall, nudge and sync — as an auditable queue you can pause, replay or hand to a person.Appointment confirmations and no-show recovery · Post-visit review requests · AI blog drafting and scheduling · Google Business, Yelp and Nextdoor posts
Automation & IntelligencePlusCustom Email & SMS TemplatesYour letterhead, your merge fields, your tone — for referral thank-yous, treatment summaries, collection letters, reminders and campaigns.Letter, email and SMS template builder · Merge fields from any module · Practice letterhead and brand kit · AI drafting and tone adjustment
Automation & IntelligencePlusArtemis AI ✦ newPlain-English questions answered across every module — with the source it came from and the worklist to act on it.Natural-language queries across all modules · Smart search over patients, notes and documents · AI drafting for letters, posts and replies · Answer provenance and source links
Automation & IntelligencePlusArtemis Analysis ✦ newThe reporting and anomaly-detection layer that watches production, AR, conversion and utilisation and tells you when something moved.Cross-module dashboards and scorecards · Anomaly detection with push alerts · Period-over-period comparison · Provider and location benchmarking
Automation & IntelligenceArtemisLab Management ✦ newOliv Ortho, InSmile and Invisalign submission and tracking, with case status auto-pulled into the chart.Oliv, InSmile and Invisalign submission · Case status auto-pull · Expected-return and delay alerts · Appliance and aligner tracking per case

Not sure which plan covers what?

Base is 11 modules, Plus is 24, Artemis is all 28 — with the ten automations executing rather than suggesting.

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