Add custom labels like VIP, ortho, post-op, recall due, etc

Create service-based or condition-based patient groups

View multiple tags across patient profiles, booking, and messaging

Create temporary patient profiles for calls, walk-ins, referrals, or social media inquiries

Track lead source, stage, and notes across your team

Convert a lead into a full patient record instantly when they book or visit

View a unified patient timeline with visits, procedures, and payments

Track lifecycle stages like new, active, returning, or inactive patients

Filter history by doctor, treatment, or date for better insights and targeting

Filter patients by labels, last visit, dues, age group, or custom fields

Perform bulk actions like sending messages, tagging patients, or assigning follow-ups

Create dynamic lists for recalls, follow-ups, or campaign targeting