Orthodontic
notes playbook
A documentation workflow for ortho visits — record the conversation, keep your templates, send a referral report. Not treatment advice.
Documentation only
This playbook describes how orthodontic visits get captured in CareNotes. It is not an aligner protocol, wire sequence, or growth-modification guide. You remain responsible for diagnosis and treatment. CareNotes is an ambient dental AI scribe built in two Manhattan group dental offices. One tap before the visit; a chart-ready note waiting to review and sign. 117+ procedure-specific agents coordinated by Carey draft from the conversation, not from a guessed treatment plan.
Orthodontics is a named specialty, with GP, perio, oral surgery, endo, and prosth. Owners, associates, specialists, hygienists, assistants, treatment planners, insurance, and front desk can use the same product. Referral requests and reports exist so the referring dentist or the next provider is not starting over.
A documentation workflow
Record the visit
Tap record on iPhone or Apple Watch as the patient sits down. Talk normally about what you actually observed and discussed.
Keep your templates
Custom templates stay the practice's. Use the structure your office already signs — do not adopt a protocol from this page.
Review on the phone
The phone finishes the note. Speak edits. Finish without waiting on a desktop. A note can be finished without internet.
Chart and referral report
Paste from carenotes.ai/notes into any PMS for free, or upload on Premium. Referral reports exist for the next provider.
What to leave out of a marketing playbook
Do not look here for wire sizes, elastics schedules, IPR amounts, or aligner attachment recipes. Those are clinical decisions. This page only covers how to record the visit you already ran, how to keep your own note structure, and how to send a referral report so the GP or covering doctor is not starting over. If periodontal findings come up in an ortho visit, voice perio fields (pockets, BOP, recession, mobility, furcation) can be spoken or tapped. Structured upload is live on Open Dental and Dentrix Ascend; otherwise perio rides inside the note. See voice perio.
Free core forever. Premium is PMS integration and schedule sync — $99.99/month founding lock for the first 1,000 offices, or $719.93/year, per location, unlimited users, no contract. Audio stays on-device. PHI is not used to train models. Trust Center.
A typical documentation loop is the same as the rest of CareNotes: one tap before the visit, talk normally, walk out with a note waiting to review and sign. Start on iPhone or Apple Watch; add audio on another device if you move rooms. If you forgot to hit record, talk to it after the fact like a scribe. Edits can be spoken. The finished note pastes into Open Dental, Dentrix Ascend, Dentrix, Eaglesoft, AbelDent, SoftDent, PracticeWorks, Curve, and 27+ more from carenotes.ai/notes. Built in two Manhattan group dental offices. Questions: info@cnotes.ai.
Questions
Does CareNotes work for orthodontists?
Yes. Orthodontics is a named specialty. The whole office can use the same free core: AI note, recording, transcription, edit, History, Apple Watch, and custom templates.
Do referral reports exist?
Yes. Referral requests and reports exist so the next provider is not starting over — including the referring dentist or a covering orthodontist.
Will this page tell me how to treat?
No. This is a documentation workflow only. It does not set wire sequences, aligner staging, or clinical protocols.
How does the note get into our PMS?
Free: copy from carenotes.ai/notes into any system. Premium: schedule sync and from-the-hand upload. Named PMS include Open Dental, Dentrix Ascend, Dentrix, Eaglesoft, AbelDent, SoftDent, PracticeWorks, Curve, and 27+ more.
Record the ortho visit you already run
Templates stay yours. Referral reports exist. Paste for free or upload on Premium.