AI Enhanced Clinical Records for Orthodontics.
Photo management, clinical documentation, cephalometric analysis, treatment proposals, and case tracking — connected in a single workflow.
AI Informed - Orthodontic Information that matters to you and your practice
Meaningful, Configurable alerts to keep your staff in-the-know
Features
What OrthoRecords includes — built for orthodontists and general dentists running ortho.
Photo Management
Organize clinical photos by position and visit. Supports DSLR, iPad, or any office phone via QR code. Side-by-side comparison across appointments.
Learn more →Clinical Records
Structured exam documentation — dental class, overjet, overbite, skeletal class, soft tissue, habits, and treatment goals. Consistent format across every visit.
Ceph Tracing
Landmark-based cephalometric analysis. Place points manually or with AI assistance. Measurements calculate automatically from your verified landmark positions.
Learn more →Treatment Proposals
Generate proposals with treatment options, fees, and a clinical summary. Send a secure link for the patient or guardian to review and accept digitally.
Learn more →Digital Acceptance
Patients accept proposals from any device — no app or account required. Acceptance is timestamped and stored against the case record.
Learn more →Treatment Tracking
Follow cases through your practice's stages from banding to debond. Progress notes, comparison photos, and appointment history in one timeline.
Learn more →QR Code Capture
Generate a QR code for any appointment. An assistant scans it on an office phone and works through the photo positions guided on screen — no login required.
Learn more →Proposal Templates
Build reusable proposal templates for your common treatment types. Apply and customize per patient rather than starting from scratch each time.
Open Dental Sync
Two-way integration with Open Dental — patients, appointments, ortho chart, balances, and cleaning dates flow in automatically. Your scheduling and billing stay where they are.
Learn more →Automated Follow-ups
Optional emails OrthoRecords sends on your behalf — unopened proposals, patients overdue for an ortho visit, hygiene recall, and outstanding balances — each with its own schedule and template.
Smart Alerts
OrthoRecords watches your patient list and flags who needs attention — overdue for a visit, past hygiene recall, or with no next appointment booked. No reports to run.
How it fits together
Each stage builds on the data from the one before it. Click any stage — or use the arrows — to step through the workflow.
Step 01
Photo & X-ray Capture
The assistant works through each required photo position guided by the capture screen — using a DSLR, iPad, or any office phone via QR code. Ceph and panoramic X-rays are attached to the same appointment.
Recorded at this stage
AI Tools
AI woven into the clinical workflow — every feature reads from the patient record, not a generic prompt, and each output is a draft for you to review. Configurable per plan.
AI Second Opinion
Runs against the patient's full clinical record before a proposal is sent — diagnosis, measurements, treatment goals, and optionally photos and X-rays. Returns a structured summary with any flags or considerations worth reviewing.
AI Ceph Analysis
Suggests landmark positions on a lateral ceph X-ray. You review, adjust, and approve each point. The result is a verified analysis faster than placing every landmark from scratch.
AI Case Review
Synthesizes the full case — diagnosis, ceph findings, records, and proposed treatment — and highlights inconsistencies or missing information before treatment begins.
AI Photo Enhance
Auto-crops, levels, and color-corrects each clinical photo to your reference standards — and picks the best profile shot — so every record looks consistent.
AI Insurance Narrative
Drafts the insurance pre-authorization narrative straight from the case record, ready for you to review and send.
AI Ceph Summary
Turns a completed cephalometric analysis into a clear, five-sentence synopsis for the record or the proposal.
Powered by advanced AI. Features and credit costs are configurable per plan.
Simple, published pricing
Every plan includes a 90-day free trial — no credit card, no setup fees. See full pricing & comparison →
Base Plan + AI
Full Featured, Robust Orthodontic Case Management for offices delivering up to 5 cases per month.
- HIPAA Compliant, Secure, Encrypted Data Transfer and Storage
- All AI Calls Anonymized
- Up to 10 New Orthodontic Patients per Month
- Robust Photo Acquisition, Editing, Enhancemet and Storage
- Standard or Custom Cephalometric Analysis
- Team and Role Management (Dentists, Assistants, OM)
- Digital Appointment System
- Customizable e-Proposals with e-Signature/e-Accept
- Overdue Appointment Notfication
- Full PMS Integration Availabe (Open Dental, Dentrix, etc)
- Ceph Tracing with Optional AI Assist
- AI Case Review
- AI Second Opinion
Pro Plan + AI
Full Featured, Robust Orthodontic Case Management for offices delivering up to 15 caeses per month.
- HIPAA Compliant, Secure, Encrypted Data Transfer and Storage
- Up to 15 New Orthodontic Patients per Month
- Robust Photo Acquisition, Editing, Tracking and Storage
- Custom Cephalometric Analysis
- Team and Role Management
- Digital Appointment System
- Customizable e-Proposals with e-Signature/e-Accept
- Overdue Appointment Notfication
- Full PMS Integration Availabe (Open Dental, Dentrix)
- Ceph Tracing with Optional AI Assist
- AI Case Review
- AI Second Opinion
Elite Plan + AI
Full Featured, Robust Orthodontic Case Management for offices delivering up to 50 cases per month
- HIPAA Compliant, Secure, Encrypted Data Transfer and Storage
- Up to 30 New Orthodontic Patients per Month
- Robust Photo Acquisition, Editing, Tracking and Storage
- Custom Cephalometric Analysis
- Team and Role Management
- Digital Appointment System
- Customizable e-Proposals with e-Signature/e-Accept
- Overdue Appointment Notfication
- Full PMS Integration Availabe (Open Dental, Dentrix)
- Ceph Tracing with Optional AI Assist
- AI Case Review
- AI Second Opinion
Every plan starts with a 90-day free trial — no credit card required.
Frequently asked questions
What is OrthoRecords?
OrthoRecords is cloud software for orthodontic clinical records: photo management organized by position and visit, AI-assisted cephalometric analysis, digital treatment proposals with e-acceptance, and case tracking from records through retention. It runs in the browser and works alongside your existing practice management system.
Who is OrthoRecords for?
Orthodontists and general dentists who offer orthodontic treatment — braces or aligners. It was built inside a general practice that runs its own ortho program, so the workflows assume real-world staffing: any assistant can take the photo series, and case tracking runs itself between visits.
Does OrthoRecords replace my practice management system?
No. Scheduling and billing stay in your PMS. OrthoRecords is the orthodontic clinical layer on top — and for practices on Open Dental, patients, appointments, procedures, and ortho chart entries sync automatically.
How does the AI work, and is the doctor still in control?
AI assists at several points in the workflow: suggesting cephalometric landmarks (which the clinician verifies point by point), a second opinion on the full case record before a proposal is sent, a full case-consistency review, plus drafting insurance pre-authorization narratives, summarizing ceph analyses, and enhancing clinical photos. Every AI output is a draft for clinician review — diagnosis and treatment decisions stay with the doctor.
Is there a free trial?
Yes — every new practice gets a 90-day free trial with no credit card required. Set up your practice, sync your PMS, and run real cases before deciding.