How It Works
Getting started with
Dentistry Compliance
We know the idea of setting up a new system can feel daunting – and most practices simply don’t have the time or headspace to move to a new system — that’s why we take all the leg work out of it. You’ll be guided through it, step by step, making the process as smooth and straightforward as possible.
Switch with Confidence, Start with Ease
Step one
Choose your plan
Pick the option that fits your practice — Essential or Pro. We’re here if you need help deciding.
Step two
Add your practice and team
Input your practice details and add your team
members. You can customise user roles to suit how your practice runs.
Step three
Assign licences and responsibilities (optional)
Distribute CPD licences, assign compliance leads or reviewers, and set permissions that suit your team structure.
Step four
Start managing compliance
You’ll have immediate access to audits, policies, CPD, and more. Begin scheduling tasks and uploading documents straight away.
Need help getting started?
Every dental practice is different, so we tailor the onboarding experience to fit your needs. New practices receive one-on-one training from a dedicated member of our onboarding team, guiding you step by step to make the transition as smooth as possible.
Common onboarding questions
Most practices are fully onboarded within one to three days. With guided support, it can be even faster.
All data is encrypted, securely stored, and backed up regularly. We use industry-standard safeguards to protect your documentation at every step.
Our system is regularly updated in line with the latest regulatory guidance, so your templates, policies, and tasks stay current — with clear prompts when action is needed.
We make this part as easy as possible. Our onboarding team helps you upload and organise key documents, so you’re not starting from scratch.
Yes — you can easily add more CPD licences at any time to suit your team’s needs.
Yes. Group accounts allow you to manage compliance across multiple locations with central oversight and local flexibility.
Whether you prefer a full walkthrough or just need quick answers, we’re here to help. Our weekly Friday lunchtime webinar offers a comprehensive run-through of the compliance platform, keeping all our members up to date with the latest features and updates.
And if questions come up along the way, our compliance team is always on hand to provide friendly, expert support whenever you need it.