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
Everything your ortho office needs in one platform
Purpose-built for orthodontic workflows — not a general dental system with ortho bolted on.
Column-Based Scheduling
See every chair, every patient, every DA at a glance. Drag-and-drop appointments, send reminders, and start virtual visits — all from one view.
Patient Flow Board
Kanban-style patient tracking from check-in to dismissal. Drag patients between Lobby, Seated, Checked Out, and Dismissed — synced with the schedule in real-time.
Orthodontic Charting
Tooth chart with bracket placement, arch wires, elastics, power chains, and appliances. Treatment phase tracking from consultation through retention.
Invisalign Integration
Full case management connected to your Align Technology account. Track ClinChecks, aligner stages, IPR planning, and refinements — without leaving OrthoFlow.
Lab & Appliance Tracking
Order appliances with patient, lab, and needed-by date. Track from submission through delivery with quality metrics and turnaround analytics.
Virtual Visits
LiveKit-powered video calling built in. Start from the schedule, patient joins from MyOrthoChart. No add-on fees, no third-party software.
26 Orthodontic Appointment Types
Adjustment, wire change, bonding, deband, aligner delivery, expansion activation, TAD placement, herbst, MARA, and more — all built for how ortho offices actually work.
Automated Reminders
24-hour and 2-hour appointment reminders via SMS and email. Recall notices and birthday messages — all automatic with patient opt-in tracking.
AI-powered billing that pays for itself
Automate invoice processing, fight denials with AI appeals, and keep your revenue cycle healthy.
AI Invoice Classification
Drag and drop vendor invoices. AI classifies with 97-99% accuracy — dental supplies, equipment, office expenses — coded and categorized instantly.
Same-Day Denial Appeals
AI analyzes insurance denials, generates appeal letters with clinical evidence, and resubmits the same day. Practices recover thousands in lost revenue.
Insurance & Eligibility
Automated eligibility checks, claim submission via Stedi clearinghouse, and real-time status tracking. Paid, submitted, and denied — all in one view.
Treatment Proposals
Create professional treatment proposals with payment options, print as PDF for the patient, and track acceptance. TC workflow built in.
Consultant Reports
Practice optimization reports: treatment starts, missing appointments, pending patients, observation conversion, and overdue payments. Export via email for coaching sessions.
Accounts Receivable
Patient ledger with running balance, payment posting (insurance/patient/other), and AR aging. See who owes what at a glance.
A patient portal your patients will actually use
Modeled after Epic's MyChart — the gold standard in patient portals. Now for orthodontics.
MyOrthoChart Patient Portal
Epic MyChart-inspired patient app. Appointment scheduling, messaging, visit history, billing, treatment milestones, and digital forms — all mobile-friendly.
Patient Messaging + AI Auto-Reply
Threaded conversations with patients. AI auto-responds in demo mode. Categorized inbox: conversations, appointments, automated messages.
Digital Forms & Paperwork
6 structured forms (Intake, Medical History, Consent, Financial, HIPAA, Photo/X-ray). Patients complete on their phone before they arrive.
Up and running in weeks, not months.
1 week to set up. 2-3 weeks of training. Your team is productive before the month is over.
01
Onboard Your Practice
We migrate your data and set up your schedule in one week. Then 2-3 weeks of hands-on training to ensure your team adopts the workflow confidently.
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.
Unlimited users on every plan. No per-seat fees.
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 practice workflows. No commitment, no sales pitch — just the product.
- Live demo using your practice's actual workflow
- Custom ROI estimate based on your claim volume
- Setup in 1 week + 2-3 weeks staff training