Charting, imaging hooks, and scheduling—chair time optimized with treatment plans patients understand on the portal.
Clinical and front office aligned—from hygiene recall to insurance estimates
We implement perio charting, treatment planning, and imaging bridge hooks to common sensors. Scheduling balances providers and chairs; estimates use fee schedules and benefit checks via clearinghouse partners. The patient portal shows treatment plans and balances—reducing phone tag.
01 // THE MANDATE
Charting, imaging hooks, and scheduling—chair time optimized with treatment plans patients understand on the portal.
We implement perio charting, treatment planning, and imaging bridge hooks to common sensors. Scheduling balances providers and chairs; estimates use fee schedules and benefit checks via clearinghouse partners. The patient portal shows treatment plans and balances—reducing phone tag.
02 // ENGINEERING
Development process
Structured phases—from discovery to launch—with clear ownership and handoff points.
Practice workflow (weeks 1–3)
Core PMS (weeks 3–14)
Imaging & claims (weeks 10–18)
Go-live (weeks 16–22)
Operate (ongoing)
03 // CAPABILITIES
Core Capability Matrix
The building blocks of your solution
Patients
demographics, medical history, allergies.
Charting
tooth chart, perio, treatment phases.
Imaging
bridge to sensors; viewer integration.
Scheduling
providers, operatories, family blocking.
Billing
CDT codes, estimates, claims, ERA posting.
Recall
hygiene due dates; campaigns.
E-prescribe
partner integration.
Reporting
production, AR, no-show, payer mix.
Multi-location
central reporting; permissions.
Compliance
HIPAA audit; role-based access.
04 // DELIVERY LIFECYCLE
The strategic roadmap
Milestones and checkpoints—each phase has a clear outcome before the next begins.
Weeks 1–3: Migration sample, pilot.
Weeks 4–10: Daily charting live.
Weeks 9–16: Claims full cycle; portal.
Weeks 15–22: Group rollout.
Ongoing: Ortho/perio modules; analytics.
05 // PRODUCT SCOPING
Choosing your path
Two engagement models—start lean and iterate, or commit to a full platform build from day one.
MVP
Speed & essentialism
Full product
Enterprise maturity
06 // PARTNERSHIP
Why work together
A single accountable partner across strategy, build, and go-live—not a revolving door of vendors.
End-to-end ownership: discovery, architecture, implementation, and launch—with clear communication and production-grade engineering.
- Discovery & alignment
- Systems that scale
- Implementation depth
- Clear comms
07 // CLARITY
Frequently asked
Migration paths; API where available.
08 // MORE SOLUTIONS
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