Built for the way US dental clinics code, bill and comply.

1. 1

   ADA CDT procedure codes on services and treatments

   Delivered

   A cdt_code field lives on every service and carries through to treatment plan items and invoice lines, so clinics price, chart and bill on the same code the payer expects.

   • CDT code captured and validated on the service catalogue.
   • Code inherited automatically by treatment plan items and invoice lines.
   • Starter CDT set shipped in the services seed data.
   • Codes printed on invoices, quotations and case presentations.
   D0120D0210D1110 D1206D2140D2740 D3310D4341D7140
2. 2

   Insurance plan record per patient

   Delivered

   Insurance is stored on the patient, not buried on a single invoice, so every new visit starts from the plan already on file.

   • Carrier, member ID, group number, subscriber name and relationship.
   • Plan type (PPO / HMO / Discount), annual maximum, deductible and plan-year reset date.
   • Invoices auto-fill from the patient plan at creation time.
   • “Benefits remaining” calculated and shown on the patient header.
3. 3

   Superbill / claim-ready printout

   Delivered

   A dedicated print document built from the branded template — the sheet patients submit for out-of-network reimbursement, without needing an EDI clearinghouse.

   • Rendering provider NPI, clinic Group NPI and Tax ID / EIN in the header.
   • Place-of-service code and date of service on every claim.
   • CDT lines with tooth, surface and fee in a diagnosis-free dental layout.
   • Separate patient and subscriber blocks with balance and payments applied.
4. 4

   Provider identifiers

   Delivered

   Identifiers are captured once against the doctor and the clinic, then printed wherever a payer or pharmacy needs to see them.

   • Individual NPI and state license number on each doctor record.
   • Clinic-level Group NPI and Tax ID / EIN in settings.
   • DEA number stored against prescribing providers.
   • DEA and NPI printed in the prescription header.
5. 5

   HIPAA-facing trust surface

   Delivered

   The controls already enforced by the system — audit logging, role-based access and session timeout — are packaged into a panel staff and auditors can actually read. See our full HIPAA compliance guide for what this covers and what's still your practice's responsibility.

   • Compliance panel under Settings summarising audit retention, session policy and access controls.
   • Printable Notice of Privacy Practices with acknowledgement captured during intake.
   • Patient authorization-to-release-records form.
   • Every acknowledgement and disclosure written to the audit trail.
6. 6

   Accessibility pass (WCAG 2.1 AA)

   Delivered

   A full audit and remediation sweep across the clinical, front-desk and admin modules, verified with automated axe-core scans.

   • Dialogs with proper roles, focus trap, Escape-to-close and focus restore.
   • Every input, select and text area programmatically linked to its label.
   • Accessible names on all icon-only buttons; 44×44 minimum tap targets.
   • Skip link, single main landmark and polite live regions for toasts.
   • Text and status colours darkened to AA contrast; colour never the only signal.

Note on scope. These capabilities make the practice “insurance ready” for printed and patient-submitted claims. Electronic claim submission through an EDI clearinghouse, real-time eligibility checks and ERA posting are separate integrations and are not included above.