# CuspFlow > CuspFlow is cloud dental practice management software: patient records, scheduling, a live waiting room, clinical charting and treatment plans, lab cases, billing and payments, inventory, HR/payroll and reporting. Multi-branch, with each clinic's data fully isolated. Every subscription plan includes every feature. Built for dental clinics in Asia, South America and Africa; not offered in Europe, the USA or Canada. - Website: https://cuspflow.co - Features: https://cuspflow.co/features - Pricing: https://cuspflow.co/pricing - About: https://cuspflow.co/about - Blog: https://cuspflow.co/blog - Documentation: https://cuspflow.co/docs - Video tutorials: https://cuspflow.co/docs/tutorials - Contact: https://cuspflow.co/contact - App (login): https://app.cuspflow.co - Support: support@cuspflow.co ## Blog - [How to Choose Dental Practice Management Software: A 2026 Buyer's Guide](https://cuspflow.co/blog/how-to-choose-dental-practice-management-software): A practical, no-nonsense guide to choosing dental practice management software for your clinic, from must-have features to pricing traps to avoid. - [How to Reduce Patient Wait Times in a Busy Dental Clinic](https://cuspflow.co/blog/reduce-patient-wait-times-dental-clinic): Long waits frustrate patients and cost you reviews. Here are practical ways to reduce patient wait times in a dental clinic, and how a live waiting room helps. - [How to Switch Dental Software Without Losing Your Patient Data](https://cuspflow.co/blog/switch-dental-software-without-losing-data): Worried about migrating patient records to a new system? Here is how to switch dental software safely, keep your data, and avoid downtime. - [Multi-Branch Dental Practice Management: Running Several Clinics on One System](https://cuspflow.co/blog/multi-branch-dental-practice-management): Managing multiple dental clinics? Learn how to run a multi-branch dental practice on one system while keeping each location's data clean and separate. - [Dental Billing: How to Get Paid Faster With Less Admin](https://cuspflow.co/blog/dental-billing-get-paid-faster): Slow, manual dental billing costs you cash and hours. Here is how to speed up invoicing, track balances, and get paid faster without the paperwork. ## Documentation ### Getting Started - [Getting Started with CuspFlow](https://cuspflow.co/docs/getting-started/getting-started): A guided tour of CuspFlow, what each part of the system does and where to go next. The best place to start if you're new. - [Initial clinic setup](https://cuspflow.co/docs/getting-started/initial-clinic-setup): Set up your branches, dental chairs and first staff members so the rest of CuspFlow works the way your clinic does. - [Importing your existing data](https://cuspflow.co/docs/getting-started/importing-your-data): Use the Data Migration wizard to bring branches, staff, patients, families, appointments and your price catalog into CuspFlow from CSV, with a validation dry-run, a re-uploadable rejects report, per-import reports and a 7-day rollback. ### Core Concepts - [Glossary of terms](https://cuspflow.co/docs/core-concepts/glossary): Plain-English definitions of the dental and practice-management terms used throughout CuspFlow, FDI notation, treatment plans, Bill of Materials, view-only window and more. - [Roles & permissions](https://cuspflow.co/docs/core-concepts/roles-and-permissions): How CuspFlow's eight staff roles work, what each one can access, and how Owners grant custom permission overrides. ### Patients & Scheduling - [Patient records & medical history](https://cuspflow.co/docs/patients-scheduling/patient-records): Create and manage patient records, demographics, contact details, structured medical history, allergies and medications. - [Families & household billing](https://cuspflow.co/docs/patients-scheduling/families): Group related patients into a family under a Head of Family, and view a household's balance in one place. - [Booking & managing appointments](https://cuspflow.co/docs/patients-scheduling/appointments): Book pre-scheduled and walk-in appointments, take requests through your online booking link, use the multi-doctor calendar, and handle check-ins, reschedules, cancellations and no-shows. - [Check-in & the Waiting Room](https://cuspflow.co/docs/patients-scheduling/waiting-room): Run the clinic's live operations board, track patients through Waiting, In Treatment, Billing and Discharged, with wait-time alerts and emergency prioritisation. - [Online booking & the request queue](https://cuspflow.co/docs/patients-scheduling/online-booking): Share a public booking link so patients can request appointments; recognised patients are confirmed automatically, and unrecognised ones queue for staff to Confirm or Decline. - [Patient reminders](https://cuspflow.co/docs/patients-scheduling/patient-reminders): Send appointment and overdue-balance reminders to patients over WhatsApp, with email as the fallback; configure what goes out and exclude individual patients. ### Clinical - [Treatment plans & the teeth chart](https://cuspflow.co/docs/clinical/treatment-plans): Chart a visit end to end, procedures, prescriptions, the FDI teeth chart, clinical notes, X-rays and the care team, inside a treatment plan. - [Lab cases](https://cuspflow.co/docs/clinical/lab-cases): Track external laboratory work, crowns, bridges, dentures and aligners, through its full lifecycle, with lab and patient costs, and automatic billing back to the treatment plan. - [Orthodontics tracking](https://cuspflow.co/docs/clinical/orthodontics): Follow a patient's orthodontic treatment over time, fixed braces or clear aligners, with stages, progress notes and status. - [Treatment & note templates](https://cuspflow.co/docs/clinical/treatment-and-note-templates): Save reusable treatment and clinical-note templates so common cases can be charted in a few clicks. ### Billing & Payments - [Checkout & taking payment](https://cuspflow.co/docs/billing-payments/checkout-and-taking-payment): Review the invoice, apply discounts, record payments by any method, and finalise so the patient can be discharged. - [Installments & receipts](https://cuspflow.co/docs/billing-payments/installments-and-receipts): Let patients pay across multiple visits, and print receipts in A4 or thermal format with gap-free numbering. - [Overdue payments & follow-up](https://cuspflow.co/docs/billing-payments/overdue-payments): Find patients with outstanding balances, review their payment history, and follow up, individually or by family. - [Insurance claims](https://cuspflow.co/docs/billing-payments/insurance-claims): Track insurance claims from draft to payment, record the approved amount and see the shortfall the patient still owes, with carrier and policy details per patient. ### Operations - [Inventory & stock](https://cuspflow.co/docs/operations/inventory): Track medicines, consumables and equipment as a movement ledger, with per-branch levels, reorder alerts and batch/expiry tracking. - [Price catalog & Bill of Materials](https://cuspflow.co/docs/operations/price-catalog): Maintain the list of billable procedures and prescriptions, and link items to inventory so stock is deducted automatically when you bill. - [Branches & dental chairs](https://cuspflow.co/docs/operations/branches-and-chairs): Set up multiple locations and their dental chairs, with per-branch schedules, availability and live chair occupancy. ### Staff & HR - [Staff management & roles](https://cuspflow.co/docs/staff-hr/staff-management): Add staff, grant system logins, assign roles and set schedules, the HR profile and login are deliberately separate. - [Payroll & commissions](https://cuspflow.co/docs/staff-hr/payroll): Run pay runs that calculate salary, commission and tax per staff member, and produce printable payslips. - [Attendance & time tracking](https://cuspflow.co/docs/staff-hr/attendance): Staff clock in and out; CuspFlow records timestamps and branch, computes hours, and reports totals over any date range. ### Account & Subscription - [Choosing & managing your subscription](https://cuspflow.co/docs/account-subscription/choosing-and-managing-your-subscription): How CuspFlow plans, seats, storage and add-ons work, and how to change your plan, add capacity and view invoices under Settings → Billing. - [Billing lifecycle, trials & data export](https://cuspflow.co/docs/account-subscription/billing-lifecycle-trials-and-data-export): How the 30-day trial works, what happens if a payment lapses, the 60-day view-only window, and how to export all your data for free at any time. ### Reference - [Frequently asked questions](https://cuspflow.co/docs/reference/faq): Answers to common questions about CuspFlow, trials, pricing, plans, seats, storage, data security, currencies and what happens if you cancel. - [Reports & analytics](https://cuspflow.co/docs/reference/reports-and-analytics): Understand the Financials dashboard and Reports, revenue, collections, outstanding balances, doctor workload, clinic flow, and export to CSV.