Practice management built for the independent dental office

Scheduling, charting, perio, treatment plans, billing, insurance claims and accounting in one modern app. Run it on your own server — your data never leaves the building — or let us host it for you.

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Front desk to the books, covered

Scheduling & reminders

Day, week and month calendar with drag-to-reschedule. Check-in and patient queue, email reminders with one-click confirmation, ASAP list, and a slot-opened alert when someone cancels.

Clinical charting

Dental and periodontal charts on one page: odontogram with surfaces, completed vs. planned work, fast keypad perio entry, signed clinical notes, and medical alerts on every clinical screen.

Case presentation

Turn treatment plans into a patient-friendly estimate and collect a signature on a tablet. Acceptance rate tracked automatically.

Billing & payments

Invoices, partial payments, adjustments, payment plans, family statements and A/R aging — balances always add up.

Insurance claims

CDT claim lines with a readiness check before submission, narratives from your own templates (required for by-report codes like D4999), a colour-coded claim tracker, and EOBs filed on the patient.

Accounting

Record expenses once; patient and insurance payments post themselves. Income statement, balance sheet, general ledger and profit per procedure — no second bookkeeping system.

Patients & families

Intake with insurance capture, document and X-ray storage, guarantor accounts, recall tracking, and a patient portal.

Reporting

Revenue, appointment volume, no-show rate, production by provider, collections by day and printable day sheets.

Office tools

A forms library for blank forms like W-9s and implant evaluations, copy-ready text templates, and built-in office chat with direct messages.

A closer look

Calendar
Calendar. Day, week and month views; drag an appointment to move it.
Charting
Charting. Dental and perio charts together, planned and completed work at a glance.
Billing
Billing. Invoices, payments and balances without a spreadsheet.
Claim tracker
Claim tracker. Every claim from submission to payment, colour-coded by status.
Accounting
Accounting. An income statement built from the payments you already record.
Reporting
Reporting. Know what the practice produced, collected and missed.

Self-hosted

A one-click Windows installer sets up the whole stack on a server you own, with automatic HTTPS and nightly backups. Patient data stays in your office.

Installation and upgrade guide

Hosted

Prefer zero maintenance? We run it for you with managed backups and updates. Either way you get role-based access with Admin rights limited to the people you designate, two-factor sign-in, an audit log, and an append-only billing ledger.

Ready to see your day in DentalPi?

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