Welcome to Centrax
New Features Development Timeline
COMPLETE!
Initial Onboarding

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Import data from DAISY or other PMS
Invite staff and determine permissions
Survey practice needs and interests
COMPLETE!
COMPLETE!
COMPLETE!
User Functions

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Edit profile, photo, social media, website
Configure notifications and alerts
Set status (away/busy/online)
COMPLETE!
COMPLETE!
Custom Dashboard

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Customized based on user role
Switch between multiple practices/locations
Direct access to patient search/details
Multiple tabs for organized multitasking
COMPLETE!
To Do Lists

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See today's tasks and future tasks
Assign staff with due dates and reminders
Link patient profiles to a task
COMPLETE!
COMPLETE!
Instant Messaging

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Chat with colleagues from any screen
Get live support (paid users)
Intelligent chatbot for self-support
COMPLETE!

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Integrated treatment planning and billing
Provider availability and fee schedules
Ensures sufficient time for each procedure
COMPLETE!
COMPLETE!
Patient Profiles

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Medical history, appt history, and billing
Integrated hard chart and perio chart
Patient forms, agreements, and claims
COMPLETE!
Financial Setup

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Configure Statements options
Upload or use the default fee schedule
Practice Billing (SAAS bill)
COMPLETE!
Jan 2026

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Procedural billing posted to ledger
Perio charting and claims generation
Generate charges and accept payment
COMPLETE!
Clinical Notes

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Create new notes and categories.
Record procedures, consultations, and tasks.
Linked to patient records and schedule.
COMPLETE!
COMPLETE!
Billing

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Daily visit audit and claim initiation
Manage unpaid claims and accounts
Payments and financial reporting
Feb 2025
Feb 2025
Feb 2026
Reports
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Merge documents include mail merge
Daily and monthly closing
Track production, claims, recall and visits
April 2026

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Vyne ERA - Electronic Remittance Advice
Vyne RTE - Real-time Eligibility
DoseSpot ERX - Electronic prescriptions
TSYS - Payment processing
Elevon - Payment processing
Swell - Reputation, feedback, and reviews
Quickbooks - Accounting integration
Freshbooks - Accounting integration
Auto Remind - Text and email reminders
Weave - Phone, text, and email reminders
True Shift - Time tracking software
E-assist - Claims collection assistance
April 2026
March 2026
SAAS Billing
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Features matrix and price comparison chart.
Accept every payment method.
Automate and track recurring payments.

