Office Systems
Directory
Independence DSO · Internal Platform
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Office Systems
Directory
Practice Directory
Pipeline
NC Pediatrics
Notifications
0
Requests
0
Closures
Reports
Users
⚙ Settings
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Practice Directory
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🗄 Archive
⚙ Integration Template
+ Add Practice
🔍
All States
All RMOs
All PMS
Management Type
IDSO Managed
Partner Managed
All Statuses
Active
In Integration
Inactive
Not Managed by IDSO
⊞
☰
⊟ Collapse Groups
Deal Pipeline
Track active deals, closed acquisitions, and archived dead deals
+ Add Deal
NC Pediatric Dentistry
Independently operated — DSO owned. David Thome group.
Notifications
Requests & Edit Log
Change requests and a log of all edits made by editors
Settings & Lookup Lists
Manage RMO names, PMS options, and other dropdown values used across the app
User Management
Add, edit, and manage who can access the Office Systems Directory
+ Add User
Reports
Pick the fields you need, filter, view, and download as CSV
Office Closures
Log days an office is closed for reasons outside our control (weather, utilities, staffing, etc.)
—
✕
Add User
✕
Enter the user's Google email address. They will be able to sign in using their Google account.
Full Name
Google Email Address
Role
Admin — full access, manage users
Editor — add & edit, no user management
Viewer — read only + submit change requests
Add Practice
✕
Add Provider
✕
Compensation Period
✕
Add Location
✕
Close Deal → Move to Directory
✕
This location will be added to the active directory. Set its management details before closing.
Practice Name
Management Type *
— Select —
IDSO Managed
Partner Managed
Group / Portfolio
Integration Template
✕
Submit Change Request
✕
Request Title
Description
Add Document
✕
Document Name
Expiration Date
(optional)
If set, you'll be alerted in the Notification Center starting 90 days before it expires.
Log Closure
✕
Type
Full closure (counts as a closed day)
Late open (partial)
Early close (partial)
Reason
Weather
Projected production lost
(optional)
Multi-day closure
— log several days at once
Days closed this week — check each day and enter its projected production lost
Note
(optional)
🗄 Archived Practices
✕
⚡ Bulk Assign —
✕
Select the practices to update, choose a field, and set its new value.
Field to Update
— Select Field —
RMO / Partner Support Team
PMS System
PPO / FFS
Management Type
Group / Portfolio
Clearinghouse
IT Company
Status
New Value
Practices in Group
Select All
·
None
📋 Copy Fields —
✕
Select which sections to copy from this practice, then choose which group members to copy to.
Sections to Copy
Copy To
All
🔄 RMO Transfer
✕
From RMO
— Select —
→
To RMO
— Select —
Practices to Transfer
Select All
No practices found for selected RMO.