PracticeCoreBook a demo
CLINICAL

Chart, plan, and bill in one screen.

The chart, the treatment plan, and the insurance estimate in one view — plus the specialty depth most all-in-ones skip.

practicecore.ai/patient-care
AA
Alex Abbott
07/18/1997 (28) M
Search patient…
▶ Present
● Start Recording
All
Xray
CBCT
Search…
✓ 2 X-rays
◉ Tooth #1
Bridge Connected
📷 Capture
GeneralPerioOrthoVisit History
UR
UPPERALL
UL
1
2
3
4
5
6
7
8
9
10
11
12
13
14
1
15
16
32
31
30
29
28
27
26
25
24
23
22
21
20
19
18
17
LRLOWERLL
Selected: #14
+ Add Procedure+ Add Condition
Plan 1Plan 2Plan 3All Procedures
4D2140$0Add to Plan ▾
14D2150Amalgam two surfaces primary$0Completed
17D2150$0Add to Plan ▾
18D2140$0Add to Plan ▾
19D2160$0Add to Plan ▾
20D2391Resin-based composite$0Completed
14D2740Crown — porcelain/ceramic$1,420Add to Plan ▾
VoiceDxNotesHuddle
Delta Dental
PPO • PPO
View →
Annual Max 1,420 / $2,000
100%
Prev
80%
Basic
50%
Major
Total Treatment$1,420
Insurance Est.−$710
Patient Resp.$710
Provider Findings9
D2150#17(OD)
D2140#18(B)
D2160#19(MOD)
D2160#32(MOD)
D2740#14
Just now
Crown — porcelain/ceramic
TREATMENT PLANNING

Three plans. One conversation.

Present a conservative plan, a priority plan, and a comprehensive plan side-by-side. The patient sees real numbers — insurance estimate, patient portion, payment plan options — and says yes faster.

practicecore.ai/treatment-planning
Treatment Planning
JBJessica Brown · 18 yrs
🖨 Print Plans↗ Share with Patient+ New Plan
Conservative Alternative
Composite restorations instead of crowns. Immediate relief, may need upgrade in 3-5 years.
Normal Priority
AI Recommendation
Composite on heavy occlusal stress may not last. Consider as transitional.
DRAFT
Patient
$540
Modify Plan
Priority Crown Restorations
Phased crown plan for #3, #14. Stabilizes bite, prevents further deterioration.
High Priority
AI Recommendation
Posterior crowns (#3, #14) first will stabilize bite. Bridge can defer 6-12 mo.
APPROVED
Patient
$1,625
▶ Present to Patient
Full Mouth Rehabilitation
Phased 6-9 month plan with crowns, bridge work, and anterior restorations.
High Priority
AI Recommendation
Phase 1: #3, #14 / Phase 2: bridge / Phase 3: anteriors. Better healing.
DRAFT
Patient
$6,920
▶ Present to Patient
Insurance Benefits
Delta Dental PPO
Annual max$1,500
Used YTD$340
Remaining$1,160
Deductible$50 (Met)
Coverage: 100% Prev · 80% Basic · 50% Major
Financial Summary
Total Treatment$2,950
Insurance Est.−$1,325
Patient Resp.$1,625
⛨ Run Credit Check
▦ Payment Options
SPECIALTY

Ortho, endo, implants, labs — included.

Case tracking for orthodontics, endo-specific charting, implant timelines from placement to restoration, and lab cases from impression to delivery. Specialty depth isn't an upsell tier.

practicecore.ai/specialty
Specialty
OrthoEndoImplantsLabs
JB
Jessica Brown
Invisalign
Tray 14 of 2458%
Next adjustment · Jun 24
Timeline
Bonding
Initial bonding
Adjustment 6
Apr 14
Tray 14
Current
Est. debond
Nov 2026
Other active cases
Endo
#19 RCT · obturation ✓
Implant
#30 · week 8 of integration
LabIn transit
Crown #14 · in transit, due Thu
Ortho, endo, implants, and labs are included — not an upsell tier.
AND THE REST

The chart is the hub.

Imaging in the chart

X-rays captured, stored, and pulled up where the work happens — annotations and comparisons included, no separate imaging module to buy.

Referrals, both directions

Track outbound referrals to specialists and inbound referrals from other practices — status, notes, and the loop actually closed.

Prescriptions connected

Prescription requests flow between the chart, the doctor, and the patient portal — with the patient pharmacy on file.

See the chart on real data.

20 minutes. No slide deck.