Follow every brace and aligner case from the first records to the last retainer check.
Orthodontic clinics run cases that last for years, with a short visit every few weeks. Records, photos, appliance orders, monthly payments and retainer checks usually sit in separate places. The orthodontic product holds each case, its next adjustment and its payment plan on one patient record.
Orthodontic care is long and steady. A case starts with records, photographs and a plan, then moves through adjustment visits for a year or two before retention begins, and each visit must build on the one before it. It is slow work. The clinic earns across the whole case, so every missed visit matters.
Many practices follow this in a diary, an imaging folder and a payment notebook. A patient who skips two adjustments is easy to miss until the case has drifted and the plan needs rework. Small gaps add up. Plans stretch.
The front desk books adjustment visits, confirms with parents or guardians, and checks who is due for debonding or a retainer fitting, usually from a diary that also holds every other booking. Assistants prepare the chair. They take photographs and update wires and elastics. The orthodontist reviews progress and sets the next date. Then the patient leaves.
New cases begin with a consultation, impressions or scans, X-rays and photographs. The plan and fee are explained, and many families choose a monthly payment plan. Aligner and appliance orders go out to a lab or a manufacturer with a prescription and a due date. The clinic waits for the parcel before it books the fitting. Some clinics also run several chairs and visiting specialists, each paid by a different arrangement.
Retention is a quiet phase. Patients wear retainers for years. They return for occasional checks, which are rarely scheduled.
What goes wrong for orthodontic clinics without a proper system.
What we would build for orthodontic clinics.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for orthodontic clinics.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
Ready products that fit orthodontic clinics.
Each one is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then. You are not paying to build the basics again.
Orthodontic Clinic Management Software
Adjustment visits, case stages, photographs, appliance orders, monthly payment plans, retainer recalls and clinician share for orthodontic clinics.
Learn moreDental Clinic Management Software
Appointments by chair, tooth charts, treatment plans, lab work orders, instalment billing, dentist payouts and recalls for dental clinics.
Learn moreThe business modules orthodontic clinics use most.
Each one is also available on its own, or inside a system built for you.
The services behind it.
ERP, CRM and Business Software Implementation
One record of stock, orders, customers and accounts, set up so your team opens it every day.
Learn moreBusiness Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreData Migration and Moving Off Spreadsheets
Data migration and spreadsheet replacement covers auditing existing files, cleaning and deduplicating records, loading them into a new system and reconciling the result against known totals. A parallel run of both systems comes before cutover. The original files are kept as they were.
Learn moreHow the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
PetSeva: matching owners to the right vet, at any hour
A two-sided veterinary platform where vets are searchable by specialisation and bookable outside clinic hours. It now carries more than 2,000 veterinary doctors.
Read the case study Paying guest accommodationSAM Atithi Pavathi: bed-level occupancy as the source of truth
PG management software where allocation, rates and invoices are derived from bed-level occupancy and not maintained in parallel spreadsheets.
Read the case study School transport servicesSAM Tours: school transport on a single ledger
Registration, fee collection, routing and finance write to the same records, closing the gap between journeys run and fees collected.
Read the case studyQuestions orthodontic clinics ask before they call.
Is the orthodontic product different from a general dental one?
Yes. It is built around long cases, adjustment intervals, appliance orders and monthly payment plans, which general dental software treats as side details. A practice that mixes dentistry and braces may use both. That is reviewed during implementation.
Can it manage clear aligner cases as well as braces?
Yes. Each case records the appliance type, the stage and the next review, whether the patient wears fixed braces, removable aligners or a mix of both over the course of treatment. Aligner orders and refinements are tracked as orders against the case.
Can parents or guardians receive reminders?
Yes. Reminders for adjustments and checks go to whatever contact is on the patient’s file, whether that is email, text message or a chat app. For a minor, the clinic decides which parent or guardian’s contact details are used.
Does it replace our imaging software?
No. Your scanner and imaging software stay where they are. Exported images and scans attach to the case, so they open from the patient record.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Related industries.
- Addiction treatment centres
- Alternative medicine practices
- Assisted and senior living communities
- Audiology and hearing clinics
- Cardiology clinics
- Chiropractic clinics
- Clinics and doctors
- Counsellors and psychotherapists
- Dental clinics
- Dermatology clinics
- Diagnostic and imaging centres
- ENT clinics
- Eye hospitals and clinics
- Fertility and IVF clinics
- Gyms and fitness studios
- Hospice providers
- Hospitals and nursing homes
- In-home care providers
- Nutritionists and dietitians
- OB-GYN clinics
- Occupational therapy clinics
- Optometrists
- Orthopaedic hospitals and clinics
- Pathology labs
- Physiotherapists
- Plastic surgery clinics
- Podiatry clinics
- Psychiatry clinics
- Speech therapy clinics
- Telehealth providers
- Urgent care centres
- Urology clinics
- Veterinary clinics
- Wellness centres
Part of a wider group.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements