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.

Lauren McDaniel, MS

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."

Lauren McDaniel, MS

Owner/Office Manager, Ortho 99 Plus 1

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 case management

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.

ortho payments and billing

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.

customizable solutions for orthodontic use cases

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.

  • Attach Images to Insurance Claims
  • Customized Image Layouts
  • Image Enhancement Tools
  • Intraoral Sensors and Cameras
  • Integrations for AI-driven image analysis
Treatment planning

Treatment Planning

Boost your chairside efficiency and improve treatment acceptance.

  • Digital Charting
  • Tx Planner
  • Digital Imaging
  • Online Prescriptions
  • Digital Case Presentation & Signatures

Clinical Notes

Easily record patient encounters with note templates and triggers.

  • Merge notes as needed
  • Templated & Customizable
  • Trigger notes based on predefined conditions
  • Branch questions inside notes based on responses
  • In-built alerts to ensure provider sign-off
Patient engagement

Patient Engagement

Deliver a patient-centric experience from onboarding to checkout.

  • Online Scheduling
  • Patient Portal
  • 2-Way Texting
  • Patient Forms
  • Reviews and Reputation Management
Patient payments

Patient Payments

Streamline patient collections and reduce overdue balances.

  • Built-in Card-on File Capabilities
  • Pay via Text and Email
  • Payment Plans
  • Collection Automation
  • Electronic Statements
Reporting & analytics

Reporting & Analytics

Gain insight into business performance with actionable analytics

  • Operational Reports
  • Daily Worklists
  • Intuitive Dashboards
  • Configurable KPI and Scorecards
  • Actionable Patient Lists