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.

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
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 Objectives
Personalize 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.
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 Monitoring
Track the progress of patient and insurance payments from the Ortho Control Center. Identify missed payments and denials and take action immediately.
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 Scheduling
CareStack’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 Engagement
Segment 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.
Comprehensive Practice Management Capabilities
Comprehensive practice management software catering to all workflows required to efficiently run your practice
Digital Imaging
Capture, access, display, and share critical diagnostics.
Treatment Planning
Boost your chairside efficiency and improve treatment acceptance.
Clinical Notes
Easily record patient encounters with note templates and triggers.
Patient Engagement
Deliver a patient-centric experience across all stages of their journey.
Patient Payments
Streamline the patient payment experience and reduce overdue balances.
Reporting & Analytics
Gain insight on business performance with actionable analytics
More Success Stories from Customers

Lauren McDaniel, MS
Owner/Office Manager, Ortho 99 Plus 1
Saves a lot of time, money, and effort... intuitive and simple
"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."