I’m a newbie when it comes to Memberstack (though playing in it daily) - however, I think that system or Knack (see forum post) will help with what you’re trying to do in the dental world.
@Clement_Dabreteau , thanks for posting this issue. I am also working on something similar to you and having the same doubt as you and was confused what to do next.Thank you all for your replies.It helped me a lot and solved my doubt.