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Smile Solutions
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Data ownership
Audit log
Every mutation across the CRM. Owner + accountant only. CSV export pulls up to 10,000 rows.
⬇ Export CSV
Entity
All entities
patients
appointments
invoices
payments
leads
marketing_sources
marketing_source_costs
reviews
referral_edges
treatment_plans
treatment_notes
xrays
ai_suggestions
insurance_payers
insurance_policies
pre_auths
claims
comms_templates
comms_threads
comms_messages
commissions
users
clinics
User
All users
From
To
Action contains
Apply
When (IST)
User
Entity
ID
Action
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