Manage orthodontics end-to-end – tab32
End-to-end orthodontic practice management — unified with the rest of your practice
Orthodontic practice management software that unifies treatment planning, referrals, billing, and imaging with general dentistry — one platform, one patient record.
Most practices run separate software for orthodontics — duplicate records, disconnected referrals, manual billing. tab32 keeps ortho dental software and general dentistry on the same database so GPs and orthodontists share one patient record.
The Challenge
Why do orthodontic workflows need their own solution?
Ortho spans months, involves staged billing, and requires referral coordination. Generic dental software was not built for this.
Disconnected systems
Separate software means lost referrals, out-of-sync treatment plans, and manual billing reconciliation between two systems.
Complex revenue recognition
Revenue recognition over months, installment plans, and stage-based production tracking require purpose-built billing workflows.
Fragmented patient records
Patients who see both a GP and orthodontist often have two separate records. Clinical history, imaging, and insurance do not travel between them.
Treatment Planning
How does tab32 handle orthodontic treatment planning?
Ortho-specific templates guide practitioners from initial exam through retention. Standardize treatment planning across your group.
Standardized templates, configurable by stage
Define treatment steps, allocate production at each stage, and generate treatment contracts with financial discussions built in.
- ✓Step-by-step treatment configuration with production allocation
- ✓Visual presentations for patient consultations
- ✓Automated progress tracking and scheduling
- ✓Standardizable across all locations
Treatment Plan — Patient #4821
✓ Stage 1 — Records & diagnosis
Completed · Dec 2025
$350
✓ Stage 2 — Bracket placement
Completed · Jan 2026
$1,200
3 Stage 3 — Wire adjustment #4
In progress · May 2026
$400
4 Stage 4 — Debond & retention
Scheduled · Sep 2026
$550
Referrals & Coordination
Does tab32 support orthodontic referrals between providers?
Built-in referrals connect GPs, orthodontists, and specialists across locations — no faxes, no lost paperwork.
One patient record, multiple providers
The orthodontist already has full context — same charting, imaging, and insurance. When either provider charts progress, the other sees it immediately.
- ✓Internal referrals across locations with status tracking
- ✓Shared patient record — both providers see the same data
- ✓Secure in-platform messaging between providers
- ✓External referral tracking for out-of-network specialists
Ortho Billing & Revenue
How does ortho billing work in tab32?
Stage-based revenue recognition, installment plans, and automated claims — no separate billing system needed.
Stage-based revenue recognition
Production allocated at each stage. As patients progress, revenue is recognized and the ledger updates automatically.
Installment payment plans
Define installment amounts, frequency, and duration. Recurring billing runs on schedule and the ledger stays current.
Automated claims lifecycle
Set up the initial bill, schedule recurring claims, and the system handles submissions as treatment stages complete.
A/R stays current
A/R updates as payments post and stages complete. No manual reconciliation between ortho and general dentistry.
Imaging for orthodontics — in the same platform
Ceph tracing, panoramic radiographs, and progress images alongside charting and treatment plans. Cloud-stored and accessible across locations.
How does AI enhance orthodontic workflows?
AI voice documentation captures clinical notes during ortho exams — providers spend more time with patients, less time typing. Notes flow directly into treatment records.
Built for Multi-Specialty & DSO
Orthodontic workflows on Summit
tab32 Summit unifies ortho with general dentistry, pediatrics, and every other specialty on one cloud platform — designed for multi-location groups and DSOs.
Summit
Centralized ortho management across every location — standardized templates, cross-location referrals, and group-level reporting in one platform.
- ✓Ortho treatment planning and case management
- ✓Stage-based billing and payment plans
- ✓Standardized ortho templates across all locations
- ✓Cross-location internal referral system
- ✓Group-level ortho revenue reporting
Frequently Asked Questions
Orthodontic practice management — your questions answered
Can I manage orthodontics in the same software as general dentistry?
Yes. tab32 unifies ortho with general dentistry, periodontics, pediatrics, and other specialties on one cloud platform — shared records, scheduling, billing, and imaging with no duplicate data.
How does tab32 handle orthodontic treatment planning?
Ortho-specific templates guide each stage from diagnosis through retention. Plans include step-by-step configurations, patient presentation aids, and automated tracking — standardized across every location in your group.
Does tab32 support orthodontic referrals between providers?
Built-in internal referrals connect GPs, orthodontists, and specialists across locations. Both the referring provider and the specialist see the same patient record and imaging — no faxes or lost paperwork.
How does ortho billing work in tab32?
Stage-based revenue recognition allocates production at each treatment stage with automatic ledger updates. Payment plans, installment billing, and claims automation are built in throughout the treatment lifecycle.
Can orthodontists and general dentists share patient records?
Yes. One database means orthodontists and GPs see the same charting, treatment history, radiographs, and financial information. When a GP refers for ortho, the specialist already has the full picture.
Is orthodontic software available for solo practices?
Orthodontic workflows are available with tab32 Summit, designed for multi-specialty practices and DSOs that need ortho treatment planning, referrals, and billing unified with general dentistry on one platform.