Back office · HR & Team

HR & Team

The whole team on one board. Who’s in, who’s at the chair, who’s out. A shift opens, and it’s claimed before you reach for the phone.

Team floor · liveCedar Point DentalTue 9:12 AM
  • Dr. ChoDentistOp 3 · crown prepwith patient
  • Priya S.Hygienist · RDHOp 1 · prophy, Maya R.with patient
  • Tam N.Assistant · RDAOp 2 · tray setupturning room
  • Marcus L.Front deskChecking in · 2 in lobbyon desk
  • Open shiftHygienist · Sat 8:00–1:00Claimed by Sofia M. ✓filled
On the floor 5Hours clocked today 12.6Out on PTO 1
Just nowSofia M. claimed Sat 8:00–1:00
Scheduling · The week

The Shift Board

The board fills its own gaps. Build the week by role, not by spreadsheet.

  • Open shifts broadcast themselvesOnly qualified, available staff get the offer.
  • Swaps without the group textOne tap to request, one tap to approve.
  • PTO blocks the boardApprove time off and those cells grey out.
  • Punches land on the shiftClock-ins tie to the shift they belong to.
This week · Jun 8–13Fully staffed ✓
MonTueWedThuFri
DentistDr. Cho8–5Dr. Ellis8–5Dr. Cho8–5Dr. Cho8–5Dr. Ellis8–5
HygienePriya S.8–5Priya S.8–5Sofia M.8–5Priya S.8–5Priya S.8–1
AssistingTam N.7:30–4Tam N.7:30–4Rosa D.7:30–4Tam N.7:30–4off
Front deskMarcus L.7:30–5Marcus L.7:30–5Marcus L.7:30–5Amy K.7:30–5Marcus L.7:30–5
Wed hygiene · claimed by Sofia M. · Tue↔Thu swap approved
Payroll · Every other Friday

Payroll

Punch to payslip, untouched. Hours flow straight from the floor into the run. No spreadsheet in between.

  • Real punches, not estimatesClock-ins from the operatory, to the minute.
  • Overtime done rightDaily and weekly OT, added up for you.
  • Per-provider productionHygiene and doctor production land on the slip.
  • PTO accrues itselfBalances update every run, visible to staff.
Priya S. · RDHPay period · Jun 1–14Delivered ✓
Punches
  • Mon7:52a – 4:31p8.1 h
  • Tue7:48a – 4:42p8.4 h
  • Wed8:01a – 4:26p7.9 h
  • + 7 more days
Timesheet
77.2 h total76.0 reg · 1.2 OTapproved ✓
Earnings
  • Regular76.0 h × $42.00$3,192.00
  • Overtime1.2 h × $63.00$75.60
  • Hygiene production bonus12% over goal$180.00
  • Taxes & withholdingfederal · state · 401(k)−$782.40
Net pay$2,665.20
PaydayPayslip delivered to Priya’s phone
The group chat grows up

Team Texting

Staff texting that lives inside the PMS. Patient names stay off personal phones.

  • PHI stays insideNothing leaves the practice, and every thread is auditable.
  • @mentions reach the floorPings the right station, not everyone.
  • Voice notes become tasksSay it once. It becomes a task with a name on it.
  • Channels per room and roleFront desk gets its own channel. Hygiene and doctors too.
# front-deskstaff only · 6 on shiftlive
  1. #front-desk · staff only · 9:41 am
  2. Amy · front deskOp 2 is running 10 min behind. @Marcus can you move my 2:30?
  3. @Marcus pinged · desk station + phone
  4. Marcus · front deskDone, moved to 2:45. Lobby knows.
  5. Dr. Cho · voice note0:06
  6. Transcribed · “We're low on comp tips in Op 2, order more”
  7. Task created ✓ · Order comp tips · assigned to Tam
Ready on day one. Renewals never slip.

Onboarding & Credentials

New hires walk into a finished checklist. Licenses never quietly expire.

  • Day one runs itselfLogins and paperwork get checked off in order.
  • License, CPR and DEA watchWe watch every one against its renewal date.
  • Reminders beat the deadline90, 60 and 30 days out. Nobody has to remember.
  • One file per teammateContracts, certs, reviews, all of it in one place.
Sofia M. · RDHDay one · Monday4 of 4 done
  • Login & permissions created8:02 am
  • W-4 and I-9 e-signed8:15 am
  • Op walkthrough with Priya9:10 am
  • First patient shadowed10:30 am
Credential watchwhole team · always on
  • RDH licenserenews Sep 12 · 71 daysReminder sent ✓
  • CPR / BLSexpires Jul 24 · 21 daysRenewal booked
  • DEA registrationDr. Cho · current to 2028Watching
See it for yourself

Bring One Open Shift. Watch It Fill.

Twenty minutes with your real roster. No slides, just the board.

Questions

The questions everyone asks.

The stuff practices actually ask before they switch. Straight answers, no spin.

How long does it take to switch?

Most practices are fully live in 2–4 weeks. A DocsDocs specialist runs the whole move on-site with you. We read your old system at the source and rebuild it in the cloud, then reconcile every record before go-live. No dark weekend, no re-keying.

Is my data safe and HIPAA-compliant?

Yes. Everything runs on HIPAA-aligned AWS under a signed BAA. Encrypted in transit and at rest, every access logged, backed up across regions around the clock. Safer than a server humming in the supply closet.

What if the internet goes down?

It happens less often than you'd think, and a simple LTE/5G failover keeps you online through most outages. Honestly, your internet connection is more dependable than a single on-site server that can die with no warning.

Do I need to buy new hardware?

No. DocsDocs runs in the browser on the computers you already have, Mac or PC, plus tablets and phones. There's no server to rack and no closet box to patch. Adding a location or a new provider doesn't mean buying equipment.

How do I get started?

Book a 20-minute demo on your real workflow, or send us a note and a real person on our team gets back to you, usually within one business day. Migration is free.

Still have a question? Contact us. A real person answers.
Contact usBook a demo →