Workflows

Designed around the jobs busy clinics actually run.

Eight workflows that the front desk, clinical team, and clinic owner live in — every day, on every chair. None of them require a separate window, a separate login, or a separate desktop app.

  • 01 · Front desk

    Scheduling that keeps up with the front desk.

    The schedule isn't a thing the front desk consults — it's the thing they drive. Drag a 10:00 to 14:00 in three seconds. Search a returning patient in two keystrokes. Register a new patient inline without leaving the day view.

    • Drag-to-reschedule with timezone-correct commits — no UTC drift on reload
    • Open slots surface automatically — type 'endo, 60 min, Dr. Lim' and see the next three available, no week-by-week clicking
    • Three-chair to multi-chair layouts; provider columns render dynamically
    • Recall candidates surface 3 weeks before their due date
    • New-patient registration mirrored from the retired Plato booking form, field-for-field, for migrating clinics

    Replaces: Paper diary · WhatsApp confirmations · spreadsheet recall lists

    Read: How dental clinics can reduce no-show rates

    Schedule · Mon 27 AprLive demoDFI Synergy · Singapore
    Chair 1
    Chair 2
    Chair 3
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    Drag any appointment— confirmation sends instantlyView day →
  • 02 · Billing & discharge

    The bill is ready before the patient stands up.

    Discharging a patient is the highest-conversion moment in dentistry — they're at the chair, the work is done, they want to pay and go. Oralstack pulls treatment lines from the chart automatically, splits insurance from patient portion, and audit-logs every adjustment.

    • Treatment-to-line auto-population from the chart — no re-entry
    • Insurance lines kept structurally separate from patient portion
    • Audit-logged adjustments — write-offs, discounts, follow-up notes
    • Same-flow checkout: bill, payment, receipt, recall scheduled, patient on their way

    Replaces: End-of-day reconciliation · follow-up collection calls · paper receipts

    Read: Same-day billing for dental clinics

    Discharge · Invoice INV-0421Live demoDevi Krishnan · #1054
    • DCC107Filling, composite (16-O)S$180.00
    • DCC301Polish & scaleS$120.00
    • DCC212Hygiene assessmentS$80.00
    SubtotalS$380.00
    GST (9%)S$34.20
    Total dueS$414.20

    Take payment

    Outstanding S$414.20 · pick a mode · audit-logged on submit

  • 03 · Charting & case notes

    Chart the tooth, not the form.

    Clinical work shouldn't fight the software. The chart opens to the patient's last visit. Case notes link to specific surfaces. Procedure templates auto-fill the common cases, editable per visit. Notes write back to billing without a second entry.

    • Tooth-led charting model with FDI numbering native
    • Case notes tied to specific surfaces (M, D, B, L, O)
    • Per-procedure templates, editable per visit
    • Direct write-back to billing — no double entry

    Replaces: Double entry between chart and bill · paper case notes

    Patient chartLive demoLim Wei Jian · #1042

    Upper right

    Lower right

    FDI numbering · 5 surfaces (M/D/B/L/O) · click a tooth

  • 04 · Clinical imaging

    DICOM in the chart, sensor in the room.

    Imaging that travels with the patient. The DICOM viewer lives inside the patient chart, not as a separate system. Sensor-bridge integration captures chairside imagery directly to the visit. Open the chart, see the radiograph; review the radiograph, see the chart.

    • DICOM viewer with multi-frame support, in the patient chart
    • Sensor-bridge integration for chairside capture (Carestream, Dexis, Sopro, Schick)
    • Imaging tied to the visit, not a parallel folder on a separate desktop
    • Annotation and measurement tools (pan, zoom, rotate, ruler) for treatment planning

    Replaces: Separate imaging desktop apps · USB transfers · "where's that radiograph" hunts

    Read: DICOM in the patient chart vs a separate viewer

  • 05 · Online bookings

    Patients book the slot the schedule actually has open.

    An Oralstack booking page the clinic shares with patients. The patient sees only slots that fit the procedure, the duration, and the provider — so the front desk doesn't field a callback to reshuffle, and a patient can't claim a slot the chair doesn't actually have free.

    • Hosted on Oralstack — no DNS or web setup needed from the clinic
    • Slot filter: procedure, duration, provider, preferred window — only fitting slots are shown
    • Bookings commit straight into the front-desk schedule, timezone-correct, no double-bookings
    • Recall messages link to the booking page — overdue patients self-serve into the next open slot

    Replaces: Phone-tree appointment hunting · "let me check Tuesday… no? Wednesday?" · WhatsApp back-and-forth to settle a time

    Read: How dental clinics can reduce no-show rates

  • 06 · Recall & patient messaging

    Outreach that fires on its own.

    Recall is where most clinics leak revenue — a patient last seen in November is due in May, and nobody remembers. Oralstack surfaces recall candidates three weeks before due, sends WhatsApp-templated messages on schedule, and tracks responses back to the schedule.

    • Recall candidates surface three weeks before due, sorted by recall age
    • WhatsApp Business API templated messaging (Singapore-region routing)
    • Two-way patient conversations, audit-logged with delivery and read receipts
    • Intake forms sent ahead of first visits

    Replaces: Manual recall lists · spreadsheet tracking · staff personal phones for patient texts

    Read: How dental clinics can reduce no-show rates

    Recall queueLive demo12 patients due
    • Devi KrishnanHygiene visit
      4moContacted
    • Aaron TeoRecall hygiene
      3moBooked
    WhatsApp templates · audit-logged · click row to sendSend recall →
  • 07 · Operations & analytics

    What owners see when they walk in.

    Chair utilisation, revenue trends, recall coverage, no-show rate — surfaced where the owner actually looks, not buried in an end-of-month spreadsheet pull. Daily snapshot in the dashboard, weekly digest in the inbox, exports to anything that takes CSV or JSON.

    • Chair utilisation heatmap across the last 14 days, by chair and day
    • Revenue per chair, week-over-week, with delta callouts
    • Recall coverage rate — how many overdue patients are reached this week
    • No-show rate trend with clinic-local timezone correctness
    • Weekly owner email digest — clinic snapshot in one scroll

    Replaces: End-of-month spreadsheet pulls · CFO asking the practice manager · "what was last Tuesday like?"

  • 08 · Compliance & traceability

    The audit chain writes itself.

    Sterilisation, lab cases, inventory, claims — the parts of clinic life that are felt only when something goes wrong. Oralstack stamps every step so when an auditor asks (or a spore test fails), the answer is one click, not a binder hunt. Every consumable, every tray, every claim ties back to the patient and the procedure.

    • Autoclave cycle data captured per load — ISO 17665 chain stamped automatically (class B vacuum and type N gravity supported)
    • Every tray linked to the patient and procedure that consumed it — spore-test fail surfaces the recall list in seconds
    • Lab cases stamped sent → received → seated — when the lab slips, the seat appointment auto-reschedules
    • Consumables auto-deducted from procedure templates — bill-of-materials traceable per visit
    • Insurance claims with submission, decision, and payment timestamps — auditable end to end

    Replaces: Paper sterilisation log books · separate compliance binder · WhatsApp threads with the lab tech · spreadsheet stock counts

See these workflows in your clinic.

A 30-minute demo walks the front desk and a clinician through every workflow above, on a sample dataset that mirrors a typical Singapore clinic.