Orthodontic Software Features

Patients and leads can upload a smile photo and instantly generate an AI-powered before-and-after orthodontic preview — helping clinics convert enquiries into consultations. Includes public lead capture, secure patient links, social sharing tools, and per-generation billing.

Automatic photo capture guidance with low-light detection and pose outlines.

Define evaluation types, photo requirements, and patient flows.

Create and manage treatment plans with photo comparison, annotations, version history and a streamlined clinician workflow.

Record treatment start and end dates per patient. The patient summary displays an open/closed treatment length chip for at-a-glance visibility.

Give clinicians an extra layer of insight from patient photos with multi-metric oral health analysis covering healthy areas, plaque, gum concerns and decay indicators — helping prioritise review and support better remote decision-making.

Automated and transactional emails with your clinic’s logo and colors.

Send manual or automated SMS messages with short links.

Keep patients engaged with perfectly timed reminders, updates and follow-ups delivered automatically. From first enquiry to treatment start, every message arrives when it matters most — improving response rates and conversions.

Publish practice updates for staff and patients from one managed bulletin board. Target announcements by audience, pin important posts, track who has read each bulletin, and expire updates when they should no longer be visible.

Reach staff and patients faster with native OS push notifications, delivered even when the browser is closed. Installed PWA users receive real-time alerts for new patients, evaluations, consultations, trial sign-ups and pose feedback, with automatic email fallback to keep everything moving without relying on inbox checking.

Patients can self-book 30-minute Jitsi video consultations with the next available Treatment Planning Coordinator, either from their dashboard or from a secure admin-issued booking link.

Patient engagement incentivisation through gamification.

Control your logo, colors, and branding across your platform.

Every email reflects your brand design and tone.

Theme inheritance keeps multi-clinic branding consistent.

Users can switch between Light, Dark, and Auto (follows OS setting) — preference is saved per device. The dark theme derives accent colours from the company’s brand palette for a consistent branded experience.

Create quotes with upsells, vouchers, and real-time totals.

Quotes convert to orders automatically upon acceptance.

Reward patients with custom vouchers and promo codes.

Maintain active supplier records, link products to suppliers, and quickly review supplier-specific product lists for cleaner purchasing and stock workflows.

Automate every step of the patient journey with flexible schedules around evaluations, quotes, consultations and support. Set precise timing and let the system handle follow-ups automatically — reducing admin while keeping everything on track.

Automate cleanups, updates, and communications behind the scenes.

Admins can run specific scheduled jobs anytime.

Fully documented public API for secure integration with practice systems, websites, and third-party tools — enabling automation, data sync, and custom workflows.

Notify external systems in real time when key events occur — such as new patients, evaluations completed, or quotes accepted.

Automatically scans connected Outlook or Gmail accounts for unread messages, matches senders to existing patients, and generates actionable tasks — ensuring no enquiry is ever missed.

Dashboard splits stats from actionable to-dos, ensuring no outstanding tasks are missed. Badge counters surface outstanding actions across all categories at a glance.

Kanban-style visibility from lead and assessment through quote, order, active treatment and closed cases. Teams can spot stalled records, overdue work, VIP patients, open issues and blocked tasks without jumping between separate lists.

Track the operational funnel from patients and evaluations through quotes, accepted cases, orders and treatment starts, with supporting issue-resolution and automation-health signals.

Admins can review internal user activity across workflow records and lightweight usage events, including leaderboard scoring, most-used actions, adoption insights, search trends, peak activity times and cached reporting for faster analysis.

Filterable report showing average, shortest, and longest treatment durations with a full per-patient breakdown. Supports company and date-range filters including presets.

Calculates chair-time saved, travel-time saved, and CO₂ reduction based on completed remote assessments — quantifying the sustainability value of each virtual consultation.

Manage support issues between admin and patient.

Issues automatically remind or close after inactivity.

Attach files, track replies, and log resolutions.

Create, assign, and track tasks across your team. Tasks can be linked to patients, assigned to specific users for accountability, and configured with resolution rules. Dashboard tracks task stats in real time.

Manage multiple clinics or locations from a single account. Switch focus between companies instantly from the avatar menu — keeping actions, stats, and dashboards scoped to what’s relevant.

Plan staff availability across day, week and month views, including shifts, annual leave, sickness and role-based assignments — helping practices stay organised and avoid scheduling gaps.

Give your team instant access to practical guides for key workflows, from evaluation requests and mailbox triage to billing and oral health analysis — reducing training time and helping staff get more from the platform.

Give patients everything they need to find and visit you — address with an interactive map and directions, phone, email, website, parking info, reception instructions, current weather and your team profiles all in one place. Shown automatically when the practice profile is complete.

Patients report issues without needing to log in — broken braces, wire problems, pain, and more are captured instantly via a guided public page.

Issues are categorised by type and sub-type using a configurable triage tree — so clinicians receive structured, actionable information.

Prospective patients not yet in treatment are routed to appropriate treatment information and automatically created as a lead.

Each triage category defines required and optional photos — patients are prompted to upload exactly what the clinician needs.

New support requests create a patient record tagged with the issue category and origin, triggering instant clinician notification.

Admins can create, reorder, and manage triage categories, sub-categories, and photo requirements per company.

Minified assets and caching ensure fast response times.

Dynamic location pages and sitemaps boost visibility.

Installable progressive web app for ease and convenience.

Instant autocomplete search across patients, quotes, tasks, and key records — dramatically reducing navigation time for staff. Patients also benefit from a public-facing search for locations, treatments, and blog content.

Continuous improvements and new features every week.

Clinics always run the latest, fastest version.