The charge and the code live apart
When the clinical code and the invoice line are maintained separately, the claim and the ledger drift.
Where billing breaks
The problem is rarely one missing feature
Payments and claims in different tools
A payment posted in one system and a claim tracked in another make the balance hard to trust.
A/R without a clear next action
Aging balances need an owner, a next step and a follow-up date — not another spreadsheet.
What SmileCare handles
One record from treatment to payment
CDT-coded invoices
Treatment-plan items carry their CDT code into invoices, quotations and case presentations.
Ledger and payments
Cash, card, transfer and insurance payments post to the patient ledger; partial payments and refunds stay auditable.
Claims and eligibility
Prepare claim files, save eligibility snapshots and follow up from the same patient record through a clearinghouse adapter.
Superbills and statements
Print claim-ready superbills and patient statements with provider identifiers and balances.
A/R aging and reporting
See outstanding balances, production and collections without exporting to another system.
Payment plans
Set up scheduled installments and track the remaining balance alongside the treatment plan.
How it works
From treatment plan to a clean balance
Build the invoice
Select treatment-plan items; CDT codes, fees and insurance estimates fill the invoice.
Post the payment
Record the patient and insurance portions, apply payments and keep the audit trail.
Work the balance
Follow up on claims and A/R with the next action visible on the account.
What to verify before switching
- Live claim submission requires a signed clearinghouse agreement; the adapter is a sandbox today.
- Card processing is configurable and depends on the processor in your deployment.
- The 30-day free trial does not require a credit card.
FAQ
Common questions
Does SmileCare create invoices from treatment plans?
Yes. Invoices are built from treatment-plan items and carry the CDT code, tooth and surface through to the invoice line, so the clinical and billing records stay aligned.
Can we record partial payments and refunds?
Yes. The ledger supports partial payments, adjustments and refunds with an audit trail, and the patient balance updates from the same record.
Does SmileCare submit claims directly to insurance?
Claims go through a configured clearinghouse adapter. A live payer connection requires a signed clearinghouse agreement. Until then, the adapter can prepare and test claim files.
Does SmileCare create superbills?
Yes. Claim-ready superbills print with provider identifiers, place of service and CDT lines for out-of-network reimbursement.
Related guides
Keep exploring
Dental scheduling software
Appointment book, online booking and reminders.
Reduce dental no-shows
Reminders, confirmations, recall and a waiting list.
Dental insurance verification
Plans, eligibility snapshots and pre-visit checks.
Dental software migration
Move records, appointments and billing with less downtime.
Ready to see SmileCare with your own data?
Start a 30-day free trial, or book a live walkthrough with our team. No credit card required.