Chart with Your Voice. Sign with Your Name.
Voice perio, dictated notes that structure themselves, treatment plans patients can sign on a phone, and imaging with AI findings, all from the chart.
| #3 | #4 | #5 | #6 | #7 | #8 |
|---|---|---|---|---|---|
| 3 2 3 | 4 3 5 | 2 2 3 | 6 5 4 | 3 3 3 | 2 3 2 |
Charting
Conditions, existing and planned work, surfaces, and a history timeline.
Say the readings, the chart fills in. Trained on dental vocabulary, deep pockets in red.
Say "correct that" and keep going.
Typed, templated or dictated.
A spoken note becomes a structured clinical note.
Restricted to providers.
Treatment Plans
Every revision kept, every acceptance dated.
Clear numbers the patient can read on a phone.
Generate the plan with your own notes so the patient has the full picture, then text them a link, email it, or print it. The quote goes with it, and the patient can review and sign from their phone.
Signed in the chair or from the portal.
Sequences across insurance years and benefits.
A likelihood score before the plan is presented.
Imaging, Prescribing and Labs
X-rays and photos open next to the tooth, with AI findings.
EPCS on the Efficiency plan, which New York requires.
Sent, expected back, checked in, with a schedule alert when a case is not back and the patient is booked. On the Efficiency plan.
On every patient, everywhere their name appears.
Every lab you work with, in one list.
Free resource: treatment plan follow-up text templates, four short patient texts for day 1, 7, 30 and 90 after a plan is presented.
Dental Charting Software Questions.
What does the tooth chart show?
Conditions, existing and planned work, surfaces and a history timeline. Medical alerts and allergies show on every patient, everywhere their name appears.
Can I chart perio and write notes by voice?
Yes. Say the perio readings and the chart fills in, with deep pockets in red; say "correct that" and keep going. A dictated note becomes a structured clinical note, ready for the provider to sign and lock.
How do patients review and sign a treatment plan?
Generate the plan with your own notes, then text the patient a link, email it or print it. The quote goes with it, and the patient can review and sign from a phone, or sign in the chair. Every revision is kept and every acceptance dated.
What does Plan Optimizer do?
It sequences treatment plans across insurance years and benefits, and acceptance prediction gives each plan a likelihood score before it is presented. The provider signs and locks every plan.
Are e-prescribing and lab case tracking included?
Both are on the Efficiency plan: e-prescribing, and lab case tracking from sent to expected back to checked in, with a schedule alert when a case is not back and the patient is booked.
Ready to Make the Move?
Book a 15-minute demo and we'll map your migration on the call. No slides, no pressure, and migration is on us.