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PracticeCore

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.
Patient-care chart tab for an 81-year-old patient: photorealistic tooth renders with charted findings, the images rail, and the voice panel ready to record

The chart is where the work happens.

Conditions by surface, procedures a click away, the timeline underneath. No second module to open to answer what a tooth needs.
2D tooth chart
The full odontogram with charted conditions, by tooth and surface.Recorded from the live product on September 7, 2026

Present the plan in the chair.

A view built for the patient, not the back office: the phases, the numbers, the choices. Consent is captured on the same screen.
Treatment plan presentation
The patient-facing view of a treatment plan: phases and cost side by side.Recorded from the live product on September 7, 2026

Plan, estimate, and present without leaving the chart.

The chart, the plan and the insurance estimate live together, because that is how the conversation with the patient actually goes.
Treatment plan and insurance estimate
A treatment plan's procedures next to its insurance coverage estimate.Recorded from the live product on September 7, 2026

One patient, one screen.

Info, insurance, chart, perio, treatment, prescriptions and account are tabs on the same patient, not modules with their own logins.
Patient record tabs
One patient's info, insurance, chart, treatment and account as tabs on one screen.Recorded from the live product on September 7, 2026

A full-mouth perio exam, charted.

Pocket depths, bleeding and recession per site, with the sextant summary the hygienist actually reads.
Perio exam chart
A completed full-mouth periodontal exam, pocket depths by site.Recorded from the live product on September 7, 2026

Images in the chart, not in another program.

Bitewings, periapicals and panos next to the tooth they belong to.
Patient imaging
A patient's bitewing, periapical and panoramic images.Recorded from the live product on September 7, 2026

Mark the tooth, not a form.

Draw it, diagnose it, pick the procedure. One panel.

Pick the tooth, turn it in 3D or draw the surfaces in 2D, choose the diagnosis, and the suggested procedures appear with codes and fees. Add it to the chart only, or straight onto a plan.
The tooth panel: draw the surface on the tooth in 2D or 3D, pick the diagnosis, and see the suggested procedures with codes and fees

The huddle knows the prep.

Every appointment type carries its own pre-work, during-treatment and post-work checklist. The huddle panel shows it beside the chart, so the tray is set up before the patient sits down.
The huddle panel beside the chart: the pre-work, during-treatment and post-work checklist for a composite filling

Treatment planning and presentation.

The plan, the estimate, the financing, in the chair.

A working plan with visits and procedures, the insurance estimate and the patient portion from the coverage on file, a payment-plan calculator and a credit check, and a present-and-sign button. The patient sees real numbers and says yes faster.
The treatment tab: a working plan with visits and procedures, the insurance estimate, the patient portion, and the payment-plan calculator

Benefits and coordination, on the patient.

Eligibility verified, annual maximum and deductible, coverage by category, coordination of benefits across plans, claims and pre-authorizations: the insurance tab is where the estimate comes from.
See billing and claims
A patient's insurance tab: verified eligibility, annual maximum and deductible, coverage by category, coordination of benefits, claims and pre-authorizations

A full-mouth perio exam, charted.

Pocket depths, bleeding and recession per site, on a chart the hygienist reads at a glance. Voice charting fills it hands-free.
See voice
Periodontal exam workspace showing full-mouth probing depths, recession, and bleeding points charted per tooth

Specialty depth is not an upsell tier.

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.
Orthodontics module showing active clear-aligner cases with progress, compliance, and next-appointment columns, plus 3D treatment setup and smile simulation actions

Predicted tooth movement, in 3D.

Intraoral scans and the predicted movement, viewed in the same record as the rest of the mouth.
3D predicted tooth movement viewer for an orthodontics patient, showing highlighted teeth mid-movement against the current position

X-rays captured and reviewed without leaving the chart.

Bitewing, periapical and panoramic captures with guided positioning, straight into the same patient record. No separate imaging software, no re-learning a sensor vendor's menus.
Imaging workspace showing X-ray capture type selection alongside the patient's document history and pending forms

The chart is the hub.

  • 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's pharmacy on file.

  • Clinical notes from templates

    Notes, consents and letters from templates with variables and quick picks, so documentation is consistent and fast.

See the chart on real data.

Twenty minutes. No slide deck.