Connect the practice. Make room for care.
Appointments, patient records, treatment plans, billing and clinic operations — connected in one modern platform built specifically for dentistry. No more switching between a scheduling tool, a billing spreadsheet, and a separate chart just to answer one patient's question.
Everything you need to run a modern dental practice
From the front desk to the operatory, OralTree connects scheduling, clinical records, treatment planning and billing — so your team isn't re-entering the same patient information in three different places.
Scheduling
Manage chairs, providers and clinic timings from one appointment book — with double-booking rules enforced automatically, not left to memory.
Patient Records
Keep appointments, clinical history, billing and documents connected — one record, visible to whoever's treating that patient.
Treatment Planning
Create and manage treatment plans around real dental workflows, built from the same procedure catalogue as the chart.
Billing
Keep financial workflows connected to the care being delivered, so every charge traces back to a completed procedure.
Keep every chair productive.
Double-booking and chair conflicts usually get caught by a receptionist's memory, not the system. OralTree enforces the rule at the database level, so it can't happen even under concurrent bookings — manage chairs, providers and clinic timings from one appointment book.
- Full appointment booking flow, including a completion step
- Server-enforced scheduling rules prevent double-booking
- Bookings tied to specific chairs and clinics
One patient. One complete record.
A patient's history shouldn't live in three different systems. Keep appointments, clinical history, treatment information, billing and documents connected — for every clinic in your organization.
- Structured patient profile with insurance and referral source
- Tooth-by-tooth clinical chart and procedure history
- Patient billing ledger with running balance
Plan care with confidence.
Treatment plans that live outside the chart drift out of sync with it. OralTree's plans are built around real dental workflows, tied directly to the patient's chart.
- Structured procedure catalogue configurable per practice
- Procedure picker built directly into the patient chart
- Plans flow into charting and billing — no re-entry
Tooth-by-tooth charting, linked to the plan
From treatment to payment.
Billing disconnected from clinical records is how AR goes missing. OralTree keeps financial workflows connected to the care being delivered, with rules that keep balances correct.
- Per-patient running ledger of charges, payments and adjustments
- Charges linked directly to completed clinical procedures
- Feeds directly into the Accounts Receivable report
Built for how dentistry actually works.
OralTree is designed around dental workflows — not adapted from a generic CRM.
Built to run the rest of your practice, too
Security you don't have to take our word for.
Every organization's records are isolated at the database level — not simply hidden by the interface.
Your practice data stays your practice data.
Every organization's records are isolated at the database level, not simply hidden by the interface.
Every important action is traceable.
An auditable history of important patient and clinical activity.
Built to connect.
An API-first architecture that supports integrations and automation without duplicating business logic.
Role-based access, everywhere.
What a staff member can see and do is enforced server-side, not just hidden in the UI.
Simple onboarding
Set up your practice
Create your organization and first clinic.
Configure your team and chairs
Add staff, roles, and chair availability.
Bring in your patients
Import existing patients and records.
Start running OralTree
Book appointments and chart from day one.
Ready to see OralTree in action?
See how OralTree can help your practice work smarter, deliver better care, and grow with confidence.