APEXAPEX

How To

Every Feature. Video, Photo, Words.

Videos First. Same Door Every Time: Open Chair. The Nested Peak On A Black Field Is The Only APEX Mark.

Sign In · Picture Home · Chart / Notes

Same Lessons Inside The Chair

open

Open chair

One button. Website, ads, header — all the same door. Not a second product.

  1. Tap Open chair.
  2. Sign in with Google, X, Apple (iPhone), or email + password.
  3. Land on picture home — or the board if you turned the picture off.
Open chair

signin

Sign in

Google + password on Android. Apple + password on the iPhone binary. Magic link and codes print on screen until Resend / Twilio are licensed — nothing emails, nothing bounces.

  1. Use a real inbox — test@ and example.com are blocked.
  2. Password 8+.
  3. Face ID only on the native shell after you enroll.
Open chair

home

Picture home

Tap the thing you see. Front desk, operatory, exam, vision lane. Drag and pinch — desktop, iPhone, Android.

  1. Home opens the real office.
  2. Drag to look. Pinch or scroll to zoom. Tap Book, Family, the chair.
  3. The door walks you into the room for this floor — operatory, exam, or lane.
  4. Names on/off. Board is the reader view if you hate pictures.
Open chair

board

Today’s board

Huddle: production, in the chair, claims, unscheduled tx, next up.

  1. Open from Picture home → Board, or turn picture home off.
  2. Status on a visit. Pin to the board.
  3. Peek at the picture any time.
Open chair

book

Book

The day. Landscape is the chair.

  1. Tap the left screen on the desk, or Book in the bar.
  2. Move status: confirmed → here → seated → in chair.
  3. Operatory / lane / exam room names follow the floor.
Open chair

family

Family file

Portrait is the pocket. Demographics, alerts, minors 18+7.

  1. Tap the right screen, or Family.
  2. Open a person. Chart, vision, ledger live on that record.
Open chair

chart

Chart

Dental odontogram + medical on one wellness record. Vision lane when that floor is on.

  1. Open a patient.
  2. Tap a tooth or a problem.
  3. Voice notes sit in three columns: original, professional, plain.
Open chair

imaging

Imaging

PMS + imaging in the $99. Nobody beats this price. Fire a sensor to prove the pipe.

  1. Tap Imaging on the chair photo.
  2. Proof → pick DEXIS / Schick / MouthWatch → Fire Sensor. PASS hash is the proof.
  3. 2D wants 100 Mbps up and down. 3D wants 1 Gbps fiber. 5 Gbps if the CBCT is fat. Probe this chair.
  4. USB TWAIN is the native wrap. This browser proves APEX stored the frame.
Open chair

ledger

Ledger

Coming soon. CareCredit and plans are built, not live.

  1. Money Desk is Coming Soon until that work is cleared.
  2. Card bridges stay on. Open Pay for Stripe and cheaper rails.
  3. The $99 PMS and 2D cloud imaging stay on.
Open chair
Watch the three films at the top — then read this.

reports

Reports

AI on the books. Morning brief, production, AR, recare, claims. Ask in plain words.

  1. Tap the wall calendar on picture home, or More → Reports.
  2. Pick Today / 7 / 30 / 90 / YTD.
  3. Ask The Books. Grok reads the pack. Local brief still works if Grok is out.
  4. CSV is an export you own. ERA and bank rec stay WALL.
Open chair
Watch the three films at the top — then read this.

claims

Claims

837D / 837P board. Printer on the desk.

  1. Submit is licensed next (clearinghouse). Status board is here now.
Open chair
Watch the three films at the top — then read this.

docs

Docs

Folders on the desk. Attach to patient or carrier.

  1. Upload. Tag. Don’t dump PHI in the wrong family.
Open chair
Watch the three films at the top — then read this.

orders

Orders / labs

Delivery unit and the shared medical cart.

  1. Labs, imaging orders, referrals. Results come back here.
Open chair
Watch the three films at the top — then read this.

wire

Wire

Desk phone. Chair talks to the front.

  1. Send a short. Front sees it. Not a social app.
Open chair
Watch the three films at the top — then read this.

voice

Hey APEX

Optional. “Hey APEX, open the book.” Enroll a voice if several people share a computer.

  1. Tutorial is on /app/voice. You do not have to enroll.
  2. Anyone talking vs enrolled seat.
  3. System account cannot be deleted.
Open chair

ai

APEX AI

House Grok. Rork next. Connect ChatGPT, Claude, Gemini, xAI, and the rest for heavier models.

  1. More → APEX AI.
  2. Pick Grok, a connected account, or All connected.
  3. Paste your key on this device. We do not keep it.
  4. Voice notes still sit in three columns. You sign.
Open chair
Watch the three films at the top — then read this.

people

People

One admin. System seat you cannot delete. Add / remove staff.

  1. People. Admin adds a seat. They pick a role. Permissions live in Security.
Open chair
Watch the three films at the top — then read this.

security

Security

Who can do what. Roles, named people, custom rules, floors.

  1. Deny beats allow. Custom rule: role + floor + action.
  2. Vision / hearing / custom floors have their own actions.
Open chair
Watch the three films at the top — then read this.

look

Themes + logo

14 house themes. Upload the practice logo beside the APEX mark — never instead of it. Color wheel / reel, no hex typing.

  1. Settings → Brand kit.
  2. Wheel or reel for exact lime vs magenta-green.
  3. House mark stays house lime.
Open chair

sound

Sound

APEX sting first. Your jingle after. Waiting music last. Never over the password field.

  1. Check the rights box before you upload a file you own.
  2. No Spotify. No YouTube. House beds are original tones.
Open chair
Watch the three films at the top — then read this.

floors

Floors

Dental specialties, primary, peds, surgery, OB, cardio, derm, ENT, eye, psych, PT, urgent, vision, hearing, custom.

  1. Pick a floor at first open. Rooms rename (operatory / lane / exam).
  2. Custom floor + custom rules in Security.
Open chair
Watch the three films at the top — then read this.

network

Network

Offices referring offices: $25. Hygienist and other roles: $5. Build the book and the rate climbs.

  1. More → Network.
  2. Share the office code or your role code.
  3. Credit applies to the $99 chair. Bank payout is WALL.
Open chair
Watch the three films at the top — then read this.

portal

Portal

Waiting-room glass on the picture. Patient lite.

  1. Share a chart. Patient sees what you released.
Open chair
Watch the three films at the top — then read this.

support

Help & Support

AI plus a desk seven days. Saturday 8 hours. Sunday on demand. After hours opens a ticket.

  1. Tap Help anywhere.
  2. Name + email starts the chat.
  3. After hours = ticket. AI still answers.
Open chair
Watch the three films at the top — then read this.

ingest

Bring charts

CSV, FHIR, Open Dental, practice exports. Gaps stay listed. Locked vendor DBs stay locked.

  1. More → Bring Charts.
  2. Pick the source. Upload. Map columns if we cannot guess.
  3. Load. Read the gap report.
Open chair
Watch the three films at the top — then read this.

wall

WALL

Honest. eRx, FDA 3D, CDT license, clearinghouse — licensed next. Not “we beat Dentrix.”

  1. Read the wall. Don’t sell a license we don’t have.
Open chair
Watch the three films at the top — then read this.