Software guide · Orthodontic practices

Orthodontic practice software: starts, visits and payment agreements

Price by quotepricing is not public across this categorySee price evidence ↓

Orthodontic care spans a consultation, treatment start, repeated adjustment visits and a financial agreement that may involve a patient, parent, insurance and autopay. Compare systems by following one new start through recurring visits and a payment change, while keeping the patient record and responsible-party ledger clear.

Compare software See pricing & margin case

Research by Don · Sources & method · Pricing records through Sep 26, 2026

The cost case · Orthodontic practices

What the software costs—and where your margin can improve.

Start with the bill and one costly workflow. The comparison is straightforward: recurring software costs you can actually remove, minus the hosting, AI, integrations and upkeep a replacement needs. Time saved is a separate gain, and only becomes margin when the business can use it.

Current software · researched prices

35 of 50 vendors have quote-only pricing in our research.

Published starting prices are not a like-for-like quote. Confirm the plans, seats, add-ons, payment fees and setup your workflow requires.

A focused tool · under your control

Pay for the parts this workflow needs.

One time: map the rules, build, test edge cases, move only the data needed and train the people who use it.

Each month: affordable hosting, coding-AI usage, any database or integrations, backups and maintenance. Price these for the actual application; a $0 or low hosting tier is not the total cost.

You control: the code repository, domain, data and service accounts. Someone on your side owns updates, access, recovery and support.

MarginVendor costs removed − the replacement’s full monthly operating cost.

Admin timeFirst target: Consult to start. Create a new patient, record a consultation and set a follow-up task. Convert to an active start and confirm the status and next action update.

Business valueDurable, documented margin can strengthen a business; buyers still assess risk and whether someone else can run the workflow.

The exact replacement cost depends on scope and usage. Bring your invoice and one frustrating task; we’ll map what can stay, what could be owned and the costs to verify.

Get a free 30-minute cost and workflow review

What a safe switch means for orthodontic practices

Scope administrative scheduling and intake first. Clinical records require a separate security, regulatory and operational assessment before they can be included.

Use the buying and migration brief above to check records, edge cases and acceptance tests before deciding what to replace.

Vendor exit terms to include

Source-recorded terms. Confirm your own agreement and export access before planning a move.

Adit

The 'no contracts' claim is qualified: the pricing FAQ ties it to the Performance Marketing Program, a structured one-year commitment.

Vendor source ↗Recorded Sep 26, 2026

Arini

Subscriptions auto-renew on the same terms each period.

Vendor source ↗Recorded Sep 26, 2026

Carestream Dental (Sensei Cloud, CS SoftDent, CS PracticeWorks)

Support Plans cannot be cancelled in the first 12 months without paying the rest of the year, then auto-renew for 12 months with 60 days' notice to leave.

Vendor source ↗Recorded Sep 26, 2026

Cloud 9 Ortho (Planet DDS)

Planet DDS subscriptions auto-renew for successive one-year terms.

Vendor source ↗Recorded Sep 26, 2026

Other names and related business types

These terms appear in the same research category. Check your specific workflow before treating products as interchangeable.

orthodontic practice management software
orthodontist office software
ortho scheduling and billing software
orthodontic patient tracking system
orthodontist
braces
clear aligners
Invisalign provider

A shortlist to investigate

Compare by the job you need done

Fit notes are our assessment of the linked vendor descriptions, not hands-on product reviews. Feature sources checked Oct 2, 2026; pricing records below retain their own dates.

Dolphin Imaging & Management (Patterson)

An orthodontic or multi-specialty practice evaluating dedicated treatment, scheduling and patient-status tools.

Dolphin describes orthodontic scheduling, financial management, patient status tracking and practice reporting.

Before choosing

Demo new patient follow-up, a missed adjustment, treatment status and a responsible-party payment change.

Vendor documentation ↗

Cloud 9

A practice comparing cloud-based orthodontic scheduling and financial arrangements.

Cloud 9 describes orthodontic scheduling, new-patient protocols and financial arrangements for practices and groups.

Before choosing

Confirm multi-location reporting, payment processor requirements, conversion scope and contract terms.

Vendor documentation ↗

Dentrix Ascend (Henry Schein One)

A practice considering whether its existing general dental platform can support its orthodontic workflow.

Dentrix describes scheduling, billing and reporting tools; orthodontic-specific stages need validation in a demo.

Before choosing

Do not assume a general dental workflow covers recurring ortho visits, treatment progress or long-term agreements.

Vendor documentation ↗

A practical buying brief

Track a new start through the recurring visit cycle

Use these questions with a vendor or a builder. The point is to see your own work completed, including the awkward cases.

Questions to ask and a concrete way to test the answer
What matters	Ask this	Then demonstrate this
Consult to start	Can the team track inquiry, consultation, accepted plan and treatment start without duplicate records?	Create a new patient, record a consultation and set a follow-up task. Convert to an active start and confirm the status and next action update.
Recurring appointment types	Can adjustment visits use the right duration, provider and visit interval?	Schedule a sequence of adjustment visits, skip a holiday and reschedule one missed appointment. Check the future cadence.
Responsible-party finances	Can insurance estimate, down payment, recurring autopay and adjustments be reconciled?	Create a financial arrangement with a responsible party and insurance estimate. Change the start date and confirm installments recalculate as agreed.
Treatment status and transfer	Can staff report active treatment, pending next visits and transfer or completion state?	Move a patient to a different provider and simulate transfer-out. Verify records and remaining balance remain auditable.

Take these questions to your next demo.

A text checklist with space to record what works, what fails and what needs a follow-up.

Download buying checklist ↓

Your demo script

Demo a new start with a changed payment date

This synthetic orthodontic case connects consultation follow-up, ongoing schedule, patient status and a long-running balance.

Create a consultation for a minor patient with a separate responsible party and record the approved treatment plan.
Start treatment with an agreed down payment and monthly schedule. Book recurring adjustment appointments around a holiday and provider absence.
Change the start date before the first payment. Verify the team can explain the revised schedule, patient communication and account balance.
Complete a transfer-out request and inspect treatment status, future appointments, documents and outstanding financial agreement.

Plan a controlled data move

Import active patients and responsible parties, treatment statuses, future appointments, financial arrangements, insurance details, balances, reminders, imaging references and multi-location assignments. Reconcile a new start, an active account and a transfer case with staff before the first live clinic day.

Where a first build could stop

Practice software supports scheduling, records and financial workflows; it does not determine clinical care, patient eligibility or the terms you should offer. Protect patient information and have qualified staff validate migrated charts, access roles and financial records.

Compare costs, recovered admin time and margin on this page →

Sources behind this brief

Workflow documentation checked Oct 2, 2026. Pricing tables elsewhere on this page retain their own capture dates. The demo scripts and migration guidance are our proposed evaluation method, not hands-on vendor reviews.

Dolphin Management ↗
Vendor overview of orthodontic scheduling, patient status and financial tools.
Cloud 9 orthodontic practice software ↗
Vendor overview of orthodontic scheduling, patient engagement and financial arrangements.
Cloud 9 contract creation ↗
Vendor help explains responsible-party and insurance contracts and autopay setup.
Dolphin Blue ↗
Vendor overview of cloud orthodontic modules.

What does the software cost?

35 of 50 vendors have quote-only pricing in our research.

Where the money goes

The core system is quoted after a sales call, and Planet DDS makes the rest of a Cloud 9 term due at once if you leave for convenience. The published prices sit in the marketing layer: Gargle's Website & SEO tier is $595 a month on a 12-month minimum, and leaving in the first six months costs 75% of the remaining annual balance. Patient texting and reminders are their own line, such as Intiveo Direct at $199 a month.

What to keep

Keep your orthodontic practice management system. Treatment contracts, imaging, charting and insurance billing live there, and getting data out on the way to anything else is your job under the Planet DDS terms.

What to verify

Ask providers to demonstrate this workflow using your edge cases. Check which plan includes each step, what costs extra and how your records can be exported.

42 vendors and options researched for orthodontic practices

Researched vendors and published prices

Listed A to Z, not ranked. Prices and every quoted catch come from each vendor's own pricing page or terms, linked and dated. 35 have quote-only pricing in our research.

35of 41 won't publish a price
20of 41 lock you into a minimum term or charge the rest of it if you leave
14of 41 renew the contract automatically
14of 41 restrict how or when you can cancel
2of 41 charge extra for the website or booking page
10of 41 charge a setup or onboarding fee

1AditAll-in-one dental platform: VoIP phones, texting, forms, scheduling, reminders, reviews, analytics, payments, insurance verification, AI front desk, plus websites and digital marketing.Quote required 2AriniAI receptionist for dentists: answers calls 24/7, books appointments into the PMS, handles overflow and after-hours calls.Quote required 3CareStackAll-in-one cloud dental platform for practices, groups and DSOs: scheduling, charting, imaging, insurance, patient engagement and analytics.From $829/mo 4Carestream Dental (Sensei Cloud, CS SoftDent, CS PracticeWorks)Dental practice management software: Sensei Cloud end-to-end platform for dentists, orthodontists, oral surgeons and enterprise groups, plus legacy CS SoftDent and CS PracticeWorks.Quote required 5Cloud 9 Ortho (Planet DDS)Cloud-based orthodontic practice management software, Mac or PC, no server.Quote required 6CS OrthoTrac (Carestream Dental)Legacy on-premise/cloud orthodontic practice management software from Carestream Dental; new orthodontic sales are pitched as Sensei Cloud for Orthodontists.Quote required 7Curve Dental (Curve Hero)Cloud-based all-in-one dental practice management software with built-in imaging, eClaims, patient engagement (Curve GRO) and payments (Curve Pay).Quote required 8Dental IntelligenceDental practice performance platform: analytics, patient engagement, online scheduling, forms, payments, insurance verification and an AI receptionist.Quote required 9Dentrix (Henry Schein One)On-premises dental practice management software installed on office computers, sold as packages and suites with an annual support plan (Dentrix Connected Care Essentials).Quote required

Dentrix Ascend (Henry Schein One)

Quote only

Cloud-native dental practice management software for practices and DSOs, with embedded AI imaging, eligibility and online booking.

Price scales with: per-package subscription; terms also bill concurrent users above the contracted count
Website: Not offered
Setup: not published
Contract: 12 months. written non-renewal notice at least 60 days before term end; early termination may owe the remaining term's fees
Payments: not published

What the headline price leaves out (1)

No prices are published; the packages page directs buyers to request a demo or contact sales.
“Let us help you decide which capabilities will accelerate your practice’s growth. Contact Us”
dentrixascend.com, Sep 26, 2026

11DoctibleAll-in-one patient engagement: two-way texting, reminders, recall, digital forms, reputation management, payments and HIPAA-compliant practice websites.From $199/moBilled yearly 12Doctor MultimediaHealthcare website and marketing agency (San Diego / Las Vegas) building dental, orthodontic and medical websites plus SEO, AEO, social and email; claims 10,000+ sites.Quote required

Dolphin Imaging & Management Solutions (Patterson)

Quote only

Orthodontic imaging, cephalometric and practice management software (Dolphin Management), plus cloud 'Blue by Dolphin'.

Price scales with: per-module license/subscription (unpublished)
Website: Not offered
Setup: not published
Contract: unknown. unknown

Focus Ortho

No US price published

Cloud-based orthodontic practice management software (per Dentalcompare listing; vendor site not readable).

Price scales with: unknown
Website: Not stated
Contract: unknown. unknown

15Gargle'Marketing for Dentists': custom websites and SEO, social media, reviews, ads management, direct mail and a membership with a results dashboard.From $59/moBilled yearly 16Golden Proportions MarketingDental marketing agency: websites, SEO, PPC, social, branding, TV/radio/print, call tracking software, for private practices, specialists, groups and DSOs.From $750/mo

Greyfinch

Quote only

All-in-one browser-based orthodontic practice management and growth platform for single practices, startups, groups and OSOs/DSOs.

Price scales with: per user per month (rate not published)
Website: Not offered
Setup: not published
Contract: 'No licenses or rigid contracts'. unknown

What the headline price leaves out (1)

Price scales with the number of users, and the per-user rate is not published (no pricing page).
“No licenses or rigid contracts; get all our amazing features in one monthly rate per user”
greyfinch.com, Sep 26, 2026

18HIP CreativeGrowth partner and marketing agency for orthodontic, dental, oral surgery and multi-specialty practices; claims 600+ practices served.Quote required 19iDentalSoftCloud-based dental practice management software; Starter plan from $395/month, priced per practice rather than per provider.From $395/mo 20IntiveoDental patient engagement: automated reminders, recalls, forms, two-way chat, waitlist, referrals, surveys and reviews.From $199/mo

KickStart Dental Marketing

Quote only

Dental marketing agency and growth partner for established dental and orthodontic practices: websites, SEO, ads, social content (DentalVoice) and Dental IQ reporting.

Price scales with: custom marketing program per practice; one practice per market
Website: part of the marketing program; unpriced
Setup: not published
Contract: unknown. unknown
Payments: not a payments vendor

What the headline price leaves out (1)

No prices are published; the site offers a strategy call and states it takes one practice per market.
“Ready To Own Your Market? One practice per market.”
kickstartdental.com, Sep 26, 2026

Magnify Dental Marketing

Quote only

Dental marketing for pediatric, orthodontic and family practices: custom websites, social media, SEO and AI optimization.

Price scales with: custom quote
Website: custom website design; unpriced
Setup: not published
Contract: unknown. unknown
Payments: not a payments vendor

What the headline price leaves out (1)

No prices are published; the site asks practices to message or call.
“Want to see how we can help? Drop us a message or give us a call.”
askmagnify.com, Sep 26, 2026

23Mango VoiceHealthcare VoIP phone system with PMS integration, texting, fax, AI call intelligence and an AI receptionist (Margo).From $119/mo 24NexHealthPatient experience platform: online booking, recalls, waitlist, forms, texting, reminders, reviews, payments and insurance verification, synced to the practice's PMS/EHR.Quote required

Oasys Practice (Crossfire G7)No longer operating

No US price published

Orthodontic/pediatric practice management and imaging software (per directory listing).

Price scales with: unknown
Website: Not stated
Contract: unknown. unknown

26Officite (Internet Brands)Website and digital marketing programs for healthcare practices: website design, hosting and doctor portal, SEO, reputation, social, PPC, secure email/forms, patient education.Quote required 27Open DentalOpen-source dental practice management software; the only upfront cost is the first month of support fees.From $149/mo 28Optimized360 (O360)Custom healthcare websites for a one-time design fee plus a flat monthly covering hosting, HIPAA email/forms, maintenance and unlimited content updates; marketing sold separately.From $99/mo 29Ortho MarketingMarketing agency exclusively for orthodontists and dentists: websites, AI-powered SEO, paid ads, Smile Hub CRM lead automation, call center and booking.Quote required 30Ortho2 Edge CloudCloud orthodontic practice management with integrated imaging, patient communication, animations and virtual consults.Quote required 31PBHSDental website design and marketing for general dentists and specialists (oral surgery, periodontics, orthodontics, endodontics), plus HIPAA SecureMail, TruForm e-forms and branding.Quote required 32Progressive Dental Marketing'The World's Largest All-in-One Growth Solution for Dentistry': full-service dental marketing, websites, video, traditional media and case-acceptance coaching.Quote required

ProSites

No US price published

Websites and digital marketing for dental (and medical, veterinary) practices.

Price scales with: unknown
Website: core product; price not readable
Contract: unknown. unknown

34RevenueWellDental patient engagement software (reminders, recall, texting, phones, forms, online scheduling, AI receptionist) plus dental website and digital marketing services.Quote required 35Rosemont MediaCustom website design and marketing agency for dentists and plastic surgeons: websites, SEO, content, PPC, social, branding.Price not verified

Sesame Communications (Sesame by Henry Schein One)

Quote only

Websites, SEO, PPC and social plus patient-engagement tools (reminders, virtual consultations, virtual waiting room) built for dental, orthodontic and specialty practices.

Price scales with: not published
Website: custom websites with ortho/specialty content library; unpriced
Setup: not published
Contract: unknown. unknown

What the headline price leaves out (1)

No prices are published on either the Sesame or Henry Schein One product page; both route to a demo request.
“End-to-End Website Services Sesame by Henry Schein One Drive attention and more patients to your practice REQUEST A DEMO”
henryscheinone.com, Sep 26, 2026

37Smile Sites (gosmilesites.com)Dental websites with unlimited changes, daily blogging and social posting, AI chat booking, for a flat monthly fee.From $97/mo 38SolutionreachPatient engagement platform: two-way texting, reminders, recall, digital intake, online scheduling, reviews, payments and an AI receptionist.Quote required 39tab32Cloud dental practice management - scheduling, charting, imaging and billing with no servers or contracts, starting at $125/mo.From $125/mo 40Tops (topsOrtho)Mac-based orthodontic practice management with patient engagement and payments (TopsPay), plus Apple hardware bundles.Quote required 41WaveOrthoAll-in-one cloud orthodontic practice management: scheduling, charting, imaging, contract ledger, patient communication and growth/marketing tools.Quote required 42WeaveAll-in-one patient communication platform: VoIP phones, texting, reminders, online scheduling, forms, reviews and payments for healthcare practices.Quote required

Specialist agencies in this business category

These agencies appear in the business-category research but do not yet have a full software pricing profile. Rates are shown only when verified from the provider's own source.