• Patients Personal Files

    Detailed patient information with alerts, associated fee guide, patient picture option, preferred language and associated provider

  • Financial Information

    Payments due by patient, payments by charges, payment plans, bulk payments, write offs, interest charges, merchant charge calculation with flexible financial guarantor, receipt on demand and multi payments option

  • Insurance

    Insurance and co-insurance, coverage tracking, electronic claims via internet, and reprint claims

  • Correspondence

    Unlimited user definable letter forms, printing labels, creating mailing lists, formal and informal greeting options

  • E-mail Capabilities

    Marketing reminders, appointment confirmation, appointment follow-up, letters

  • Fee Guides

    Unlimited number of fee guides, custom fee guide and search options

  • Marketing Reminders

    Predeterminations received no appointments, recall due or overdue; lab case missing before the appointment, welcome pack for new patients, thank you for referrals, missed treatment or missed recall appointments, treatment plans no appointments

  • Electronic Signature for Patients

    Patient can sign forms on a touch sensitive tablet and the signatures are stored together with the document

  • To-Do list

    Create text reminders for general office administration tasks

  • Drag-and-drop Appointments

    By providers and / or rooms, by day or  week, with visual alerts for medical or confirmation,  checked in patients and options to show or hide names and notes, easy rescheduling,  short call list and option to e-mail appointment reminders

  • Treatment

    Treatment planning, predeterminations with estimate form, treatment log, treatment history with customized quick codes and instant access to fee guide

  • Clinical Notes

    Signature protected with customized templates and medical spell-check

  • Orthodontic Treatment

    Planning, logging, predetermination forms and financial tracking

  • Prescriptions

    Pad format printouts and prescription tracking with customizable templates

  • Reports and Charts

    Daily reports, aged financial reports and statements, bill and payment summaries, production reports and charts, referral and patient reports, patient demographic, patient retention rate, treatment by procedures, patients time distribution chart

  • Customized Printouts

    Import your office logo to print on letter head for patient printouts


    Role based, password protected security features with audit logs

  • Unfinished Tasks

    Ability to add tasks to a menu so you can easily go back and finish them

  • Integrated Help File

    Context sensitive, on-demand available documentation

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