CareStackCareStack

ORTHODONTIST SOFTWARE

All-in-one Orthodontic Dental Software

CareStack’s practice management software saves time, brings in revenue, and offers best-in-class patient engagement for orthodontists. Our cloud-based orthodontic practice management software helps practices to increase profitability by improving billing accuracy and reducing missed appointments. CareStack also provides extensive data analytics, which can help orthodontists make informed decisions about the practice.

CareStack’s orthodontic software modules have features that are built to improve workflows that are unique to orthodontic dental practices, including patient management, revenue cycle management and insurance billing.

Orthodontic Dental Software

WHY ORTHODONTIC DENTAL PRACTICE CHOOSE CARESTACK

Innovative Software Designed for Your Orthodontic Dental Practice

lauren mcdaniel

Lauren McDaniel, MS |Owner, Ortho 99 Plus 1

"CareStack has a number of built-in features that saves a lot of time, money, and effort. The interface is intuitive and simple, making the switch a breeze. It eliminates the need for any additional third-party vendors."

Key Features

Unique Features For Orthodontic Practices

CareStack has a number of features that are built to solve the unique challenges faced by orthodontic dental practices.

ortho case management
orthoPaymentsandBilling
customizableSolutionsforOrthodonticUseCases
ortho case management

Ortho Case Management

  • Track Case Progress Use the patient dashboard to quickly see the current status of the case, view their payment plans and outstanding dues, and plan and communicate accordingly without losing valuable time during a short orthodontic visit.
  • Add / Update Treatment ObjectivesPersonalize the treatment plan, and add / update the treatment objectives accordingly, making all of these available from the patient’s ortho dashboard.
  • Add Visit Notes Use pre-templated notes to quickly record visit progress, and view the notes in a summary or consolidated view across visits.
orthoPaymentsandBilling

Ortho Payments and Billing

  • Payment Plans for Ortho Patients Create payment plans, set periodic billing intervals, and collect cards on file upfront for automated periodic billing, with all details instantly consolidated in the patient ledger.
  • Ortho Insurance Billing Create custom billing intervals and payment amounts to automatically generate and submit periodic ortho claims to payers.
  • Tracking and MonitoringTrack the progress of patient and insurance payments from the Ortho Control Center. Identify missed payments and denials and take action immediately.
customizableSolutionsforOrthodonticUseCases

Customizable Solutions for Orthodontic Use Cases

  • Configurable ScoreCards and Dashboards Set up scorecards and dashboards to track and analyze payer performance and payment plan collections etc., Use the Opportunity Miner to identify potential opportunities and set up engagement campaigns to convert them.
  • Flexible Appointment SchedulingCareStack’s scheduling capabilities help you manage the high volume of orthodontic appointments at your office through automated patient reminders and confirmations, easy rescheduling flows and multi-location scheduling calendars.
  • Custom Capabilities for Patient EngagementSegment and engage your patient base with re-engagement campaigns to bring back patients who have not completed their ortho treatment. Send automated birthday reminders, oral care newsletters, and promotional offers directly from CareStack, and track the response and impact of your campaigns.

Features

Packed with Powerful Features!

At CareStack, we’ve built a platform that handles all the major functions of a dental practice with no upsells or add-on software required!

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OUR CUSTOMERS

Powering Startups, Dental Groups, and everything in between

CareStack is a great fit for a wide range of dental practices, including large multi-location practices and DSOs.

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Designed for everyone

People Love to Use CareStack

Onboard your entire team to a platform they will love from the first click.

Comprehensive Patient Management

Features That Create Patient Delight

Stellar Support for Peace of Mind

A Team That Works as an Extension of Your Office

Built for Scale

Your Business Partner for Growth

Ortho 99 Plus 1
lauren mcdaniel

Lauren McDaniel, MS |Owner, Ortho 99 Plus 1

"CareStack has a number of built-in features that saves a lot of time, money, and effort. The interface is intuitive and simple, making the switch a breeze. It eliminates the need for any additional third-party vendors."
Now Care Dental
Nicholas S Geller, DDS

Nicholas S. Geller, DDS |Owner, Now Care Dental

"We always have lots of patients rushing in for treatment, and front desk delays led to bad patient experience. Our front desk experience with the kiosk and patient communication features have eliminated delays beyond our comprehension."
D Brian Williams, DDS
Tyler Phillips

Tyler Phillips |Practice Manager, D. Brian Williams, DDS

"A fantastic support team who makes sure we are not kept waiting at the other end. And when they request to check and get back on an issue, they always do."
David L. Jones, DDS

David L. Jones, DDS |Owner, Heritage Dental Partners

"From being able to know what’s happening at each location whenever we need it and up to the minute, CareStack has centralized operations so much that scaling up looks far easier now."

FAQ

Why Orthodontic Dental Software Is the Best Dental Practice Management Software

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  • 01Practice Growth
  • 02Patient Experience
  • 03 Clinical Workflows
  • 04 Revenue Cycle Management
  • 05Reporting and Analytics
How does CareStack help orthodontic practices attract and convert more patients?
CareStack supports online scheduling, referral tracking, and referral source attribution to help you efficiently manage consultations and turn them into starts
Can CareStack support a high-volume ortho practice?
Yes. With customizable time blocks, templated visit types, and fast patient intake tools, CareStack is built to handle the speed and scale of modern orthodontic practices.
How can I manage marketing efforts for both in-person and online leads?
CareStack includes phone system integrations that can help with lead source attribution and campaign reporting, so you can track ROI across all referral and digital channels.
Does CareStack help manage patient recall for retainer or post-treatment follow-up?
Yes. Automated reminders and recall campaigns ensure patients return for retainer checks or long-term follow-up, helping improve retention and outcomes.
Can I track conversion rates from ortho consult to treatment start?
Absolutely. You can monitor each patient’s progress from lead to consult to contract acceptance, giving your treatment coordinator clear visibility.
More questions?Contact us at
support@carestack.com
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Trusted by 3000+ Dental Practices

CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.

See CareStack in action

CareStack’s modern User Interface is easy to learn. You can also use our learning
center to swiftly onboard new staff. Your team will thank you!