Features

More included. Less bolted on.

A practice should not need one system for the diary, another for forms, another for payments, another for notes, another for compliance, and spreadsheets to hold the rest together. This is what Lumina includes, and where each piece lives.

Mostly in Core

Run the day

The diary is not a static calendar. It is the operational heartbeat of the practice: who is booked, who has arrived, who is waiting, what is owed, and what needs to happen next.

Diary and bookings in depth
In Core

Deliver care

Clinical work in Lumina becomes structured, auditable, reusable data, not walls of copied free text. Charting creates actions, actions become sessions, sessions update the care plan.

Core

Charting, perio and BPE

3D dental imagery with occlusal, perio and endo views, surface selectors and a controlled clinical action list. Perio exams and BPE built to the same standard, with chart lines and graphs.

See it on the Core page
Core

Structured exams and LuminaScribe

Adult, child and emergency exam flows that guide proper assessment. LuminaScribe listens and populates the structured exam, then drafts editable clinician and patient summaries.

In depth
CorePortal

Medical history governance

Every submission is a new version, never an overwrite. Question-level change sets, patient and clinician signatures, reminders before bookings, completion from home or tablet.

In depth
Core

Care plans

A rolling view of the whole care journey: actions, sessions, consent, scheduled and unscheduled work, value delivered and value remaining. Traditional treatment plans still supported where needed.

CoreAdmin

Form Builder and structured notes

Build structured forms for notes, exams, labs, referrals, consent and checklists. Form Builder AI converts your existing PDFs and templates into digital workflows.

Core

Documents, imaging and Lumina Connect

X-rays, photos, scans and correspondence held with the patient record. The Lumina Connect desktop app bridges existing imaging suppliers so X-rays land in Lumina automatically.

Core

Labs

Convert clinical actions into lab work with phases, custom forms, a lab directory and a partner portal. Know where every case is and whether anything needs chasing.

In depth
CoreAdmin

Referrals

Inbound and outbound referrals with partner directories, secure data sharing, status tracking and chat. Admin sees referral flow across the organisation.

Core

NHS support and claims

Our own claims service and tooling. Treatment plans and sessions are prepared into claims, checked, submitted, then tracked and managed. England nearly there, the rest of the UK on an open roadmap.

In depth
Core

Clinical readiness

Surgery checklists, staff allocation, lab status, stock health and claims needing attention in one view. Know the practice is ready before the first patient sits down.

In the Patient Portal

Engage patients

The Portal is not a booking page. It is where patients understand what happened, what they paid for and what comes next, and where their actions flow straight back into the practice.

Patient reports in depth
PortalCore

Patient reports and Lumina Grade

A completed exam becomes a clear, clinician-approved report: findings, X-rays with plain-English captions, costs, recommendations and a sensitive oral health grade.

In depth
Portal

Self-service, passwordless

Accounts exist automatically from Core registration; patients log in with an email or phone code. They update contact details, GP information and medical history from home.

PortalCore

Payments and deposits

Balances and deposits paid securely from home, tied to the treatment they relate to, reconciled automatically into Core and Admin. No re-keying, no chasing.

PortalAdmin

Reviews and feedback

Private, internal feedback after appointments that feeds satisfaction metrics and compliance insight, not public score anxiety.

Roadmap

Smile Audit

Patients will be able to share photos and goals with the practice for review, starting a conversation before they ever sit in the chair.

In Admin

Run the business

Admin is not a settings area. It is where the operational truth of the organisation is configured once, then used by Core and the Portal everywhere.

Pricing and plans in depth
Admin

Pricing and fee schedules

Clinical-grade fee logic: price by surfaces, material and variant, with minimum, recommended, cost and margin per action. Update once, live in Core immediately.

In depth
Admin

Plans and membership

Build your own membership plans with coverage rules, allowances and exclusions. Test them against real treatment scenarios before a single patient enrols.

In depth
Admin

Compliance and CQC readiness

A readiness board that sits on live practice data: policies, evidence, audits, incidents, complaints, recalls and the actions needed to stay ready.

In depth
AdminCore

Lumina To Do, tasks and signals

The action layer across the platform. Low stock, failed claims, lab delays, missing histories and recall breaches become tasks with owners, due dates and notifications.

In depth
Admin

Dashboard and analytics

Revenue, chair utilisation, recalls, staffing, booking sources and targets across one practice or many, with practice comparison and export to BI tools.

Admin

Organisation, staff and rota

Practices, surgeries, roles and multi-practice staff allocation without duplicate records. Rota, holidays and sickness update Core availability and Portal booking instantly.

Core

Inventory

Consumables and stock live in Core, where they affect clinical readiness: locations down to the drawer, transfers, thresholds, alerts, reorders and deliveries.

In depth
Admin

Equipment

Capital assets tracked in Admin: warranties, service history, audits, issues raised from Core or Admin, and lifecycle value across one practice or many.

In depth
CoreAdmin

NHS claims support

Built private-first, NHS not left behind. Treatment-plan-to-claim workflow with claims in progress, attention items and mixed-practice visibility. NHS England first; other nations in progress.

Admin

Integrations and security

Stripe, accounting and API integrations, branding, subscription self-service, MFA controls and audit logs. The SaaS controls you expect, in the same admin layer.

One subscription. The whole workflow.

Every feature above is part of the platform, not a bolt-on with its own invoice.