The Complete Orthodontic Platform
One platform for your
entire practice.
Scheduling, clinical charting, imaging, patient portal, AI-powered billing, and practice intelligence — built from scratch for orthodontic teams. One platform replaces five apps and gives your team hours back every day.
1
Platform for everything
10hr
Saved per week on billing
99%
AI classification accuracy
Why practices switch to OrthoFlow
Dolphin and Cloud 9 weren't built for how modern practices actually work.
Imaging in a separate app with a separate login
X-rays, pano, and CBCT load inside the patient chart
Manual invoice sorting and data entry every week
AI reads, classifies, and validates invoices automatically
DA assignments on whiteboards and walkie-talkies
Digital DA board with drag-and-drop, live for the whole team
Clinical Platform
Multi-specialty clinical tools in one platform
Orthodontic, general, periodontal, and cosmetic workflows — designed for how modern dental offices actually work.
Column-Based Scheduling
See every chair, every patient, every DA at a glance. Drag-and-drop appointments with real-time updates across all specialties.
Multi-Specialty Support
One platform for orthodontics, general dentistry, periodontics, and cosmetic. Specialty-aware workflows, badges, and CDT codes built in.
Orthodontic Charting
Tooth chart with bracket placement, arch wires, appliances, and treatment phase tracking. Observation 1-4, bonding through retention — all automated.
Periodontal Charting
Full 6-point probing depth grid with BOP tracking, recession, mobility, and exam-over-exam comparison. Clinical attachment levels auto-calculated.
Restorative Charting & CDT Codes
Per-tooth conditions, restoration history with 65+ CDT codes, surface mapping, and material tracking. Searchable code catalog with fee schedules.
Hygiene Recall Management
Practice-wide recall dashboard showing due and overdue patients. Auto-scheduling, compliance tracking, and one-click completion for prophy, perio maintenance, and more.
Lab Appliance Tracking
Full lifecycle management for lab cases — from prescription through delivery. Quality metrics, EasyRx integration, and turnaround analytics.
Integrated Imaging
X-rays, pano, ceph, CBCT: upload directly from your machines and view inside the patient chart. No separate software needed.
Financial Automation
AI-powered billing that pays for itself
From invoice upload to QuickBooks sync, your back office runs on autopilot.
Instant Invoice Upload
Drag and drop invoices from any vendor. OCR extracts data automatically — no manual entry ever again.
AI Classification
Our AI learns your categories and vendors. Invoices are classified in seconds with 99% accuracy.
QuickBooks Sync
Approved invoices sync directly to QuickBooks. No double-entry, no export/import gymnastics.
Insurance & Eligibility
Automatic eligibility checks the morning of appointments. AI-powered claim submission, denial detection, and appeal letter generation.
Spend Intelligence
See where your money goes. Vendor insights, spending trends, budget alerts, and duplicate detection — all automatic.
Denial Detection & Appeals
AI analyzes insurance denials, generates appeal letters, and tracks recovery potential. Money doesn't slip through the cracks.
Patient Experience & Intelligence
Smarter patient engagement, powered by AI
From portal access to predictive timelines, give patients a modern experience while your team works faster.
Patient Portal
Patients view appointments, fill forms, message the office, and track treatment progress — all from their phone.
AI Clinical Notes
Your DA types shorthand, and AI formats it into proper clinical documentation. Specialty-aware SOAP notes in half the time.
Observation Phase Tracking
Track growing patients through Observation 1-4 with automatic phase advancement. Know exactly when each patient is ready to start treatment.
Treatment Timeline
AI predicts remaining months, next milestones, and flags patients at risk of falling behind schedule.
Staff Messaging
iMessage-style team chat with rooms, emoji, and auto-replies. Coordinate across the office without leaving the platform.
Automated Reminders
Appointment reminders via email and SMS with confirmation workflows. No-shows drop, your chairs stay full.
Seamless Migration
Import from Dolphin, Ortho2, or Eaglesoft in 5 steps. We handle the heavy lifting so you switch without downtime.
Live in days, not months.
We handle the migration. Your team is productive on day one.
01
Onboard Your Practice
We migrate your data, set up your schedule, and train your team in one week.
02
Run Your Day
Schedule, chart, image, and bill from one screen. AI handles the documentation.
03
Get Paid Faster
Claims submit automatically. Denials get AI-written appeals. Collections improve month over month.
Simple, transparent pricing
No hidden fees. No per-seat charges. Unlimited users on every plan.
Starter
Account processing & staff management
- Unlimited invoice uploads
- AI classification & validation
- QuickBooks sync
- Approval workflows
- Spend analytics
- Duplicate detection
- Staff time clock (in/out)
- Payroll hours tracking
- Email + SMS notifications
- 99.9% uptime
Clinical
Complete practice management platform
- Everything in Starter
- Column-based scheduler
- DA assignment board
- Patient clinical charts
- Tooth charting
- Clinical note assist
- Imaging integration
- Appointment reminders
- Insurance & eligibility
- Patient portal
- Financial reporting
- Denial review & appeals
Enterprise
Multi-location practices & DSOs
- Everything in Clinical
- Multi-location dashboard
- Dedicated infrastructure
- Data migration included
- Custom form builder
- Priority support + onboarding
- Phone support
All plans include enterprise-grade security, encrypted data, and full audit trail as standard.
Need self-hosted? Contact us for on-premise pricing.
OrthoFlow vs. the status quo
See why practices are replacing Dolphin Ortho and Cloud 9 with one unified platform.
| Feature | OrthoFlow | Dolphin Ortho | Cloud 9 |
|---|---|---|---|
| Unified platform (schedule + chart + billing) | |||
| Column-based daily schedule with DA view | |||
| Native imaging inside patient chart | |||
| CBCT 3D viewer (no separate software) | |||
| AI-powered invoice classification | |||
| Automatic eligibility verification | |||
| AI clinical note dictation | |||
| Built-in SMS/email reminders | |||
| Cloud-native (no server room required) | |||
| Flat pricing, unlimited users | |||
| Setup in days, not months | |||
| HIPAA compliant with BAA |
Based on publicly available feature sets as of July 2026.
See OrthoFlow in action
Book a 15-minute demo and we'll show you exactly how OrthoFlow handles your invoices. No commitment, no sales pitch — just the product.
- Live demo with your actual invoice types
- Custom ROI estimate for your practice
- Up and running within 1 week