• Express
• Professional
• Enterprise

Marketing Automation Features

	Express	Professional	Enterprise
Description	Great Place to Start	Most Popular	Scale & Grow
General Features
Native Smart Cloud 2.0 N-Tier architecture with intelligent, secure, & scalable smart APIs	✔	✔	✔
TruConcurrent™ licensing with automatic release and triple-redundant license servers	✔	✔	✔
Always-on PKI certificate-verified TLS 1.2 encryption channels for all cloud connections	✔	✔	✔
Enterprise-grade MS-SQL Server database with integrated image and file storage	✔	✔	✔
Self-enforcing cloud data integrity with 3NF database architecture	✔	✔	✔
Fast, optimistic concurrency detection with user-driven resolution	✔	✔	✔
Google Compute Engine hosting with geographic zone assignment	✔	✔	✔
PixelPerfect™ Web Browser App (selected web browsers)	✔	✔	✔
PixelPerfect™ Windows Native App with fast Cloud connectivity	✔	✔	✔
PixelPerfect™ Mac OS-X Native App with fast Cloud Connectivity	✔	✔	✔
Dual-optimized user interface supporting both touch tablets and traditional keyboard + mouse data entry	✔	✔	✔
Support for multiple time zones per practice	✔	✔	✔
Built-in user manual and training videos with always current cloud media and fast streaming	✔	✔	✔
Role-based security with predefined, customizeable, and custom roles including read, write, execute, print, and deny attributes at a granular level and support for multiple roles per user	✔	✔	✔
Built-in instant messenger for quick and discrete staff communication within the office	✔	✔	✔
User tasks and actions with due date flagging and task state management for both specific patient & cases and generic assignments	✔	✔	✔
Owner’s balanced scorecard dashboard with accounting period-selectable consolidated financial reports and drill-in capabilities for production, backlog, aged receivables, and cash flow	✔	✔	✔
Segregated reporting and custom financial reports available as optional add-on services			✔
HIPAA-compliant automatic logout of all inactive sessions	✔	✔	✔
Automatic session history with PowerBack™ navigation technology	✔	✔	✔
HIPAA-compliant logging of all applicable user actions at the database level	✔	✔	✔
Periodic cloud backups with fast disaster recovery	✔	✔	✔
Practice Management Features
Automatic, location-aware employee time clock with weekly, bi-weekly, semi-monthly and monthly time card reports for a selected user or in aggregate	✔	✔	✔
Appointment scheduler with day and week views, integrated check-in, and multiple procedures per appointment	✔	✔	✔
Multiple schedule books per location	✔	✔	✔
Multiple office locations per practice, each with multiple configurable stations		✔	✔
Configurable schedule templates (per day, location, schedule book, and station)	✔	✔	✔
Office weekly planner with configurable holidays and custom out-of-office days	✔	✔	✔
Dr. time capacity tracker per schedule book	✔	✔	✔
Patient Check-In with integrated Payment acceptance (copays), Rescheduling, Cancel, Withdraw, Walk-Ins	✔	✔	✔
Payment acceptance wizard	✔	✔	✔
USB check reader and card swipe unit integration		✔	✔
Payment status management queue with support for reversals, chargebacks, rejections, cleared, etc.	✔	✔	✔
Payment gateway integration supporting Credit / Debit Cards, ACH, eChecks, Transaction Status etc.		✔	✔
Patient self check-In kiosk with exception management		✔	✔
Patient Check-Out with integrated Next Appointment, Payments, Walk-Out Statement, etc.	✔	✔	✔
Patient self-registration tablet		✔	✔
Lighting patient flow management with queues, wait timers, next appointment and recall requests, and instant staff notifications	✔	✔	✔
Appointment exception management queue	✔	✔	✔
Patient recall management queue	✔	✔	✔
Patient demographics with siblings conversion	✔	✔	✔
Multiple patient cases and case types for each patient	✔	✔	✔
Quick conversion of siblings into active patients	✔	✔	✔
Patient referrals tracker with customizeable SmartPaste™	✔	✔	✔
Multiple responsible parties per case	✔	✔	✔
Multiple fee schedules for procedures	✔	✔	✔
Billabe and non-billable procedures with separate ADA billing codes	✔	✔	✔
Billable-only overall treatment procedures (D8080, etc.)	✔	✔	✔
Financial contracts with templates, FICO score, and automated contract cycle generation with insurance coverage-specific benefits integration	✔	✔	✔
QwikPlan™ interactive financial contract payment planner with what-if analysis of multiple payment plans		✔	✔
Contracts auto pay engine with adjustable payment day		✔	✔
Multiple Insurance coverages per responsible party with plan and treatment type-specific coverage benefits	✔	✔	✔
Integrated insurance card and drivers license / state ID dual side scanning		✔	✔
Insurance claims with ADA dental claim form generation and support for preauthorization & coordination of benefits (COB) claims	✔	✔	✔
Claim attachments with auto-generated cover page	✔	✔	✔
Supports ICD-10 diagnosis codes and pointers in claims	✔	✔	✔
Insurance coverage estimator with per-year and per-plan limits tracking and per-insurance coverage treatment type-specific benefits	✔	✔	✔
Claim copy with automatic claim conversion from Preauthorization -> Chargeable Claims -> Secondary COB claims	✔	✔	✔
Claim status management queue with insurance bulk payment acceptance, etc.	✔	✔	✔
Claim continuation statement generation for partial insurance payments		✔	✔
Electronic insurance clearinghouse integration with claim submission, claim status, eligibility and benefits verification, attachments, etc.		✔	✔
One step submit for electronic claims + attachments		✔	✔
Patient ledger with financial statement generation and appointment blocker	✔	✔	✔
Continous Accounting engine with auto-posting and auto-balancing of debits and credits	✔	✔	✔
Accounting review with export to QuickBooks and other third-party accounting software	✔	✔	✔
Auto-locking, auto-reversing ledger entries for exported items to comply with GAAP rules	✔	✔	✔
Daily collections report for cash, credit / debit cards, eChecks / ACH, and dental finance disbursements	✔	✔	✔
Electronic documents workflow with import from JPEG / PNG files, flat bed and dual-sided ADF scanner, and wireless tablet webcam capture with multi-page prompts	✔	✔	✔
Electronic document viewer with region of interest magnification and contrast / brightness / sharpness / flip / rotate adjustments	✔	✔	✔
Mail-merge wizard with comprehensive electronic patient records support	✔	✔	✔
Built-in WYSIWYG document editor with fonts, tables, bold, italic, colors, pictures, etc., draft print, export to PDF, HIPAA-complaint email support, and secure messaging portal integration	✔	✔	✔
Merge templates workflow with built-in WYSIWYG editor, print preview, and merge tags with descriptors for database fields, images, etc.	✔	✔	✔
Electronic signatures for touch-enabled tablets and signature pads	✔	✔	✔
Supplies Orders workflow with supplier catalog management, quick reorder, and status queue		✔	✔
Secure messaging portal for mail-merged documents and Visual Practice generated reports with secure recipient registration, integrated password management, automated security logout, and inbox management		✔	✔
Secure patient portal with forms, contracts, forms, appointment, claims, financial statements, and payments.		✔	✔
Interactive patient onboarding and treatment checklists with automated logging and direct navigation links	✔	✔	✔
Custom interactive checklists available as an optional service			✔
Case records binder using a familiar page flipping paradigm to consolidate case summary, demographics, referrals, responsible parties & insurance coverages, contracts, medical history, diagnosis, long term treatment plans, images, appointments, encounters, claims, payments, documents, and tasks for the selected patient and case	✔	✔	✔
Practice setup workflow for practice information, practice-configurable lists, practice-wide defaults, etc.	✔	✔	✔
List editors for all practice-configurable lists with in-place activation and default selections for all workflows	✔	✔	✔
Clinical Features
Patient medical history with batch mode & on-the-fly customizeable wizard	✔	✔	✔
Patient diagnosis with batch mode on-the-fly customizeable wizard	✔	✔	✔
Long-term treatment plans with case events tracker	✔	✔	✔
Treatment records with clinical notes at the overall case level and at the encounter level with AutoLock™ technology and user-customizeable SmartPaste™	✔	✔	✔
Comprehensive treatment progress report with case summary and per-encouter notes & procedures	✔	✔	✔
Interactive drill-in graphical case progress timeline with zoom, scroll, and links to encounters, pictures, x-rays, and model sets	✔	✔	✔
* Comprehensive dental charting of conditions and procedures with multiple dental plans and mixed dentition support	✔	✔	✔
* Dental treatment plan with overall and per-procedure discount and integrated patient signature	✔	✔	✔
* Dental treatment management with per-mouth, per-quad, per-set, per-tooth, per-surface, and per-root procedure tracking (existing, proposed, referred, accepted, rejected, completed) with mixed dentition support and and automated ledger posting	✔	✔	✔
Interactive, intelligent graphical teeth, surfaces, and roots selectors with ADA-compliant coding	✔	✔	✔
* Dental Chart graphic report with integrated HIPAA-compliant email	✔	✔	✔
* Comprehensive periodontal charting with QwikChart™ and mixed dentition support	✔	✔	✔
* Perio Chart graphic report with integrated HIPAA-compliant email	✔	✔	✔
Comprehensive orthodontic charting with QwikChart™, alignment tracking, bracket prescriptions, and mixed dentition support	✔	✔	✔
Ortho Chart graphic report with integrated HIPAA-compliant email	✔	✔	✔
Interactive, visual 3-D orthodontic alignment tracking with 3D stereoscopic support	✔	✔	✔
3-D orthodontic progress chart with OrthoScore™	✔	✔	✔
Orthodontic before-and-after report with 3D progress chart and archwire / appliance timeline	✔	✔	✔
Prescriptions workflow with templates, pharmacy management, and status queue		✔	✔
Lab Orders workflow with SmartPaste™, lab management, and status queue		✔	✔
Imaging Features
X-Ray management workflow with support for bitewing, periapical, occlusal, panoramic, cephalometric, & anteropostrior X-Rays and CBCT scans	✔	✔	✔
2-D X-Ray import from JPEG / PNG / BMP files, USB flatbed scanner, and wireless tablet webcam capture	✔	✔	✔
2-D X-Ray Viewer with OneTouch™ zoom / pan / contrast / brightness / sharpness / flip / rotate adjustments	✔	✔	✔
Lateral and frontal Cephalometric Analysis (Steiner+, MacNamara, Roth-Jarabak, Ricketts Frontal)		✔	✔
*Built-in intraoral X-Ray sensor acquisition with “point-and-shoot” native integration (Shick Elite / 33, etc.)		✔	✔
Built-in Panoramic, Cephalometric, Anterioposterior, and CBCT X-Ray acquisition with “point-and-shoot” integration with native support for Carestream, Sirona, Planmeca, Vatech, etc. and generic TWAIN driver		✔	✔
3-D CBCT import from DICOM files or file sets with support for 8,12,14,and 16-bit grayscale and compressed, colored single and multi-slice DICOM image files		✔	✔
FastSave™ CBCT cloud storage with multiple parallel cloud connections, multi-core CPU compression, and 20 second upload / 10 second download performance per typical CBCT scan at 0.2 mm resolution		✔	✔
3-D MPR viewer with axial, coronal, and sagittal views with additional coronal and sagittal detail tilting panes and OneTouch™ controls for contrast, slice positioning, zoom, pan, brightness, and sharpness		✔	✔
Panoramic, Cephalometric, and Anterioposterior image reconstruction from CBCT volume with soft tissue blending, self-calibrated export, and OneTouch™ bone density threshold + maxillomandibular area calibration		✔	✔
3D STL cranial model extraction from CBCT volume with 3D STL export		✔	✔
Model management workflow with support for 2D model pictures and composite 3D STL model scenes	✔	✔	✔
2-D Model import from JPEG / PNG / BMP files, USB flatbed scanner, and wireless tablet webcam capture	✔	✔	✔
2-D Model Viewer with OneTouch™ zoom / pan / contrast / brightness / sharpness / flip / rotate adjustments	✔	✔	✔
*Built-in intraoral camera acquisition with “point-and-shoot” integration and footpedal trigger with native support for Digital Doc, NES, etc.		✔	✔
3-D Model import from binary STL files with support for 3Shape, Planmeca, Cerec and iTero or similar 3D optical arch scanners with STL export option		✔	✔
3-D interactive STL scene viewer with maxillomandibilar composite and adjustments for zoom, elevation, azimuth, colors, textures, lighting, camera angles, intra-model spacing, stacking, offset, and 3-D stereoscopic support		✔	✔
Picture management workflow with selectable layouts	✔	✔	✔
2-D patient progress picture import from JPEG / PNG files, USB flatbed scanner, and wireless tablet webcam capture	✔	✔	✔
2-D Picture Viewer with OneTouch™ zoom / pan / contrast / brightness / sharpness / flip / rotate adjustments	✔	✔	✔
Patient Engagement Features
Website-integrated, template-driven patient self-scheduling web interface with appointment, doctor, location, and day / time preference search	✔	✔	✔
Integrated email / SMS appointment notifications & reminders	✔	✔	✔
Notification-integrated secure appointment actions web interface: confirm, cancel, self-reschedule with appointment search	✔	✔	✔
Automated email / SMS appointment exception notifications (no-shows, walkouts, etc.)	✔	✔	✔
Automated email / SMS patient recall notifications (programmable for up to 1 year in the future)	✔	✔	✔
Integrated secure chat (HIPAA compliant two-way texting)	✔	✔	✔
Automatically triggered patient review request emails configurable at the procedure level from a set of predefined types (consultation reviews, prophylactic service reviews, treatment reviews, emergency procedure reviews, referral reviews)		✔	✔
Patient review web interface with threshold-triggered social media review prompts and social media link tracking		✔	✔
Patient reviews status queue with review type filtering, aggregation, and drill-in capabilities		✔	✔
Per-case patient reviews workflow with social media links and drill-in capabilities		✔	✔
Universal query and marketing list generator with export capabilities for third-party integrations		✔	✔