Software package
Treatment plans that turn into staged appointments, recalls on the right intervals, surgeries paired with clinicians and nurses, and lab work tracked to the appointment that needs it.
Who it is for
A good fit
Dental practices, orthodontic clinics and implant clinics with two to eight surgeries, run by a principal with a practice manager, reception, nurses and one or more hygienists. It suits practices that want a plan written in the surgery to become appointments at the desk without re-typing, want recalls to run on each patient's own interval, and want to see from one screen which surgery can take an emergency.
Not the right fit
It is not for practices that want charting and radiography inside the same product; those stay in the clinical system you already use. Nor is it a fit for single-chair practices with no nurse or hygienist, where a simpler diary and the doctor practice package would be closer.
The operational problem it solves
The receptionist opens the surgery diary at eight: four surgeries across the top, each with its dentist or hygienist and the nurse paired to it for the session, and a reserved emergency slot at eleven that will release at half past ten if unused.
A patient telephones in pain.
The receptionist offers the emergency slot in surgery two, where the dentist takes emergencies, and the patient is asked to update their medical history from the link in the confirmation before arriving.
At ten a dentist finishes an examination and writes a plan with five items.
The receptionist sees it appear with an estimate generated from the practice fee list; the patient accepts, chooses the payment plan the practice offers, and the five items are staged: two fillings this month in the dentist's surgery, a crown preparation next month, and a fit appointment that cannot be confirmed until the lab order is marked received.
A hygiene recall is set at the four-month interval the dentist chose, not the practice default.
At one the lab delivery arrives, the nurse marks three orders received, and the three fit appointments that were waiting become confirmable. At four the practice manager runs the recall list for next month, sees which patients have not responded to two invitations, and hands the short list to reception to telephone.
Features
The package is organised into the surgery diary and allocation engine, treatment plans with estimates and payment plans, recalls, lab tracking, and patient intake with medical history versioning. Each module below lists its features, and the comparison table shows which package variant includes it.
| Feature | Website | Business Software |
|---|---|---|
| Surgery diary with staff pairing | Not in this variant | Included |
| Treatment plans staged into appointments | Not in this variant | Included |
| Estimates from the practice fee list | Not in this variant | Included |
| Recall scheduling | Included | Included |
| Versioned medical history form | Included | Included |
| Emergency slot reservation | Not in this variant | Included |
| Reminders and did-not-attend handling | Included | Included |
| Role-based access with audit log | Not in this variant | Included |
| Online booking of examinations and hygiene visits | Optional | Optional |
| Payment plans with instalments | Not in this variant | Optional |
| Lab work tracking | Not in this variant | Optional |
| Multi-site surgeries and associates | Not in this variant | Optional |
Roles and permissions
Practice manager
Dentist
Hygienist
Nurse
Receptionist
Patient
Concept demo of the dental clinic package treatment plan view showing staged items, a lab-dependent appointment awaiting receipt and the estimate status.
Scope and options
In the base package
Common add-ons
Needs custom work
Ownership, maintenance and pricing
Deployment and ownership
The package runs on the practice's own hosting or on hosting we manage; the practice owns the code and the data either way. Patient contact records, plans, estimates, recall dates, lab orders and the audit log can be exported in standard formats at any time. Stored data is encrypted at rest, clinical content is limited to clinical roles, and the retention schedule agreed at set-up is applied by the system.
Maintenance
Maintenance is optional and agreed separately from the set-up. It covers security updates to the platform and dependencies, monitoring of reminders, recall runs and payment callbacks, backups with a tested restore, and a monthly window for small changes such as a fee list update or a new surgery session pattern. Larger changes are quoted as change requests.
Pricing model
Priced per proposal.
The package is sold as a one-off set-up and customisation with optional recurring hosting and maintenance. The set-up figure depends on the number of surgeries, clinicians and sites, the add-ons chosen, the payment provider and any lab portal connected, the volume of open plans and recall data migrated, and whether the practice hosts it. The proposal shows every line separately.
FAQ
The appointment can be pencilled but not confirmed until the nurse marks the lab order received, if the item has a lab dependency. Items without one are unaffected. The practice manager can allow an override, which is written to the audit log.
The practice sets defaults for examination and hygiene, and the dentist or hygienist can set a different interval for an individual patient. Recall runs invite patients by their own date, not by a monthly batch.
As an add-on. Instalments are scheduled against the accepted estimate and collected through the payment provider connected at set-up; the package records what has been paid and what remains.
No. Reception sees whether the current version is complete and can send a link to update it. The answers are visible to clinical roles only, and every view is recorded in the audit log.
That is custom work and depends on what your charting system exposes. It is scoped through the dental clinic software development service rather than included in the package.
Not yet. The readiness badge on this page shows the true state: the package is assembled as a custom build from our plan, diary, recall and lab modules for each practice, and the example screen is a labelled concept demo rather than a live system.
Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.