Global search
Search patients, leads, appointments, agents, and reviews
Roles & Permissions
Manage access levels and operational privileges for clinical and administrative staff.
Permission CategoryAdminClinic ManagerDentistHygienistFront Desk
Clinical
View Patient Records
Access full medical history
Modify Clinical Notes
Edit treatment plans
Administrative
Modify Schedule
Book/Cancel appointments
View Billing
Access financial data
System & Intelligence
Manage AI Agents
Configure automated tasks
Delete Records
Hard delete capability