✅ Primoro Module & Feature Map v1.0 xx

CORE — Included Platform (Launch)

CORE is not “lite” — it is the fully usable operating system for a modern practice.All CORE modules are included and active by default.

CORE · Engagement Suite

(How patients move through the practice)

Appointment Manager

Digital Forms

Aftercare Manager

Family Profiles

👉 These four together define the connected patient journey (new + existing).

👉 No split between “lead CRM” and “existing patient tools”.

CORE · Operations Suite

(Running the practice day‑to‑day)

Rota Manager

Surgery & Decon Day View

Task Manager

Smart Dashboards

👉 This is the daily operating layer, especially important for:

tablet use in surgeries

staff mobile workflows

operational visibility without exporting data

CORE · Communication Suite

(Zero portal / inbox fatigue)

Communication Hub

Staff App Mode

👉 One communication surface:

patients

staff

tasks

alerts

All tied back to the same patient & practice context.

CORE · Platform & Security Suite

(Always‑on foundation)

Access Manager

Document Hub

AI Assistant (Aiden)

Security & Privacy

👉 This suite:

cannot be disabled

underpins every other module

provides identity, governance, AI context, and trust

ROADMAP — Licensed Expansion Modules (Post‑Launch)

ROADMAP items are commercially licensable modules, grouped into suites for packaging and scale.

ROADMAP · Intelligence Suite

AI Guardian

AI Receptionist

AI Quality Monitor

What licensing unlocks

Advanced AI oversight & safeguarding

AI‑handled inbound calls

Quality, compliance & coaching intelligence

Depends on: CORE AI Assistant + Communication Hub

ROADMAP · Performance Suite

Integrated Payments

Financial Insights

Performance Dashboards

What licensing unlocks

Payments inside the patient journey

Revenue and performance analytics

Financial visibility without third‑party tools

ROADMAP · Operations Suite

Lab Manager

Referral Manager

Inventory & Compliance Manager

What licensing unlocks

Lab & referral tracking

Stock, materials, compliance workflows

Operational depth beyond CORE rotas/tasks

ROADMAP · Conversions Suite

Treatment Pipeline

Campaign Manager

Smart Treatment Proposals

What licensing unlocks

Lead + opportunity progression

Campaign attribution

AI‑assisted treatment acceptance

ROADMAP · Membership Suite

Care Plan Subscriptions

Hygiene Subscriptions

Product Shop

What licensing unlocks

Recurring revenue models

Integrated subscriptions

In‑app commerce

ROADMAP · Loyalty Suite

Recall & Reconnect

Rewards Manager

Loyalty Insights

What licensing unlocks

Retention automation

Behaviour‑based rewards

Long‑term patient value insight

ROADMAP · People Suite

HR & People Manager

Knowledge & Training

AI Meeting Notes

What licensing unlocks

HR workflows

Training & onboarding

Automated meeting intelligence

✅ How Licensing Actually Works (Important)

This is the clean mental model you can reuse everywhere.

1. CORE is not a “starter tier”

CORE already includes:

appointments

comms

dashboards

AI assistance

tablet + mobile workflows

A practice can genuinely run on CORE alone.

2. Suites are commercial groupings, not technical silos

Suites exist for:

pricing

packaging

scale (single site → group)

Technically:

modules interact freely via CORE

no duplicated data models

3. Enabling a ROADMAP module does four things

When a module is licensed:

✅ New UI surfaces appear (Web / Tablet / Mobile)

✅ New workflows activate (not placeholders)

✅ AI capabilities expand contextually

✅ Data collection & insight switches on

If a module is not licensed:

no empty menus

no dead toggles

no “upgrade nags” inside clinical flows

4. Apps are not licensed — features are

There is no separate pricing for:

Web Portal

Mobile App

Tablet App

They are delivery modes, and simply reflect:

“Which CORE + ROADMAP modules are enabled?”

This is a huge differentiator and worth calling out more explicitly in sales copy.