Plans & Packages
This list compares some of the key features of Visual Practice across the various plan options.
| Express | Professional | Enterprise | |
|---|---|---|---|
| Description | Great Place to Start | Grow & Expand | Optimize & Scale your DPO/DSO |
| General Features | |||
| Native N-Tier cloud architecture with intelligent, secure, & scalable APIs | ✔ | ✔ | ✔ |
| TruConcurrent™ licensing with automatic release and triple-redundant license servers | ✔ | ✔ | ✔ |
| Always-on PKI certificate-verified highly secure encryption channels for all server connections | ✔ | ✔ | ✔ |
| Enterprise-grade MS-SQL Server database with integrated image and file storage | ✔ | ✔ | |
| Self-enforcing data integrity with 3NF database architecture | ✔ | ✔ | ✔ |
| Fast, optimistic concurrency detection with user-driven resolution | ✔ | ✔ | ✔ |
| Google Compute Engine server hosting with geographic zone assignment and HIPAA compliance service | ✔ | ✔ | |
| PixelPerfect™ Web Browser App (selected web browsers) | ✔ | ✔ | ✔ |
| PixelPerfect™ Windows Native App with fast Cloud connectivity | ✔ | ✔ | ✔ |
| PixelPerfect™ Mac OS-X Native App (selected Mac OS-X versions only) | ✔ | ✔ | ✔ |
| Dual-optimized user interface supporting both touch tablets and traditional keyboard + mouse data entry | ✔ | ✔ | ✔ |
| Support for multiple time zones per practice | ✔ | ✔ | |
| Integrated user manual and training videos with always-current cloud media and fast streaming | ✔ | ✔ | ✔ |
| Customer support via user forum | ✔ | ✔ | ✔ |
| ** Live person customer support via screen sharing | ✔ | ✔ | |
| ** Unlimited on-demand training via screen sharing | ✔ | ✔ | |
| 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 per office location | ✔ | ✔ | ✔ |
| 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 customizable SmartPaste™ | ✔ | ✔ | ✔ |
| Multiple responsible parties per case | ✔ | ✔ | ✔ |
| Multiple fee schedules for procedures | ✔ | ✔ | ✔ |
| Billable 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 dual-side quick scanning of insurance cards and DL / State ID | ✔ | ✔ | |
| 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 (Orthodontics) | ✔ | ✔ | |
| ** Electronic insurance clearinghouse integration with claim submission, claim status, eligibility and benefits verification, attachments, etc. | ✔ | ✔ | |
| ** One step submit for electronic claims + XRay, Image & PDF attachments | ✔ | ✔ | |
| Patient ledger with financial statement generation and appointment blocker | ✔ | ✔ | ✔ |
| Continuous 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 customizable wizard | ✔ | ✔ | ✔ |
| Patient diagnosis with batch mode on-the-fly customizable 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-customizable SmartPaste™ | ✔ | ✔ | ✔ |
| Comprehensive treatment progress report with case summary and per-encounter 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, & anteroposterior 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, Anteroposterior, 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 Anteroposterior 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 maxillomandibular 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) | ✔ | ✔ | |
| Marketing Automation Features | |||
| ** 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 | ✔ | ✔ | |
| AI Automation Features | |||
| MCP Server for Agentic AI interaction with your practice (tools, skills, prompts, resources, workflows) | ✔ | ||
| Custom Agentic AI workflows (Hermes, OpenClaw, n8n, others) available as an optional service | ✔ | ||
| Pricing | |||
| Per office location: | $245/month*** All software upgrades included. With your own server hosting & SQL Server database, your own cloud backups & HIPAA compliance service, community support, and self-training with built-in training videos & comprehensive users manual. | $595 / month**** All software upgrades included. With cloud hosting, 99% uptime SLA , SQL Server database, cloud backups & HIPAA compliance service, unlimited customer support & training. | Custom pricing All software upgrades included. Price based on selected SLA (99% uptime & up), server & database hosting solution (up to 356-core web garden or scalable web farm with load balancer), backup & HIPAA compliance service, and custom software options selected. |
* not available with Visual Orthodontics (orthodontics-only) configurations
** These features can be added to the Express package for a small additional monthly fee ($25-50 / month, depending on the feature package).
*** New customers only. Server must meet minimum hardware & software requirements. Internet service with one public static IP required.
**** New customers only. Includes up to 7,500 patient records per practice; $150 / month for each additional 7,500 patient records or fraction thereof.
TruConcurrent, PixelPerfect, PowerBack, AutoLock, SmartPaste, QwikPlan, OneTouch, QwikChart, FastSave, and OrthoScore are trademarks of Practice Visual Corporation – all rights reserved &