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Feature

Complete patient records in one place

SmileCare patient management: search, patient cards, insurance plans, treatment history and demographics for dental clinics.

SmileCare Patient Management screen

About Patient Management

SmileCare stores everything about a patient in one record — demographics, contact details, medical history, allergies, insurance plan, treatment history, prescriptions, documents and clinical notes — so the team never has to hunt across paper charts or spreadsheets.

Search is instant by name, phone or patient ID, and each patient card shows the essentials at a glance, including insurance benefits remaining.

Insurance is stored on the patient (carrier, member ID, group number, plan type, annual maximum, deductible, plan-year reset) and auto-fills onto invoices, so billing starts from the plan already on file.

Key benefits