Back to Knowledge Base

Getting Started

A quick orientation to OdontoX and the core concepts every clinic should know.

What OdontoX does

OdontoX is the operating system for modern dental clinics. It brings scheduling, patient records, clinical notes, billing, and reporting into one unified workspace.

Core concepts

  • Clinics and locations: Each clinic can have its own hours, settings, and staff.
  • People and roles: Access is tailored for owners, admins, doctors, reception, and patients.
  • Patient lifecycle: Intake, appointments, clinical care, billing, and follow-up live in one flow.
  • Financial accuracy: Invoices, receipts, and insurance claims stay connected to treatment history.

Your first hour checklist

  • Confirm your clinic profile, hours, and branding.
  • Invite staff and assign roles.
  • Add your first patient or import a small sample list.
  • Book a test appointment and walk it through check-in, treatment notes, and checkout.

Where to go next

Start with the Quick Start Guide and the Roles and Permissions article to align your team.