Keep every orthodontic case on track from consult to retention
A standalone practice-management app for orthodontic clinics: a visual treatment-progress timeline, a practice-wide case-load dashboard, and multi-month payment plans with live overdue indicators — with no proprietary clinic-management ecosystem required.
The problem
Orthodontic care runs 18 to 30 months with dozens of recurring adjustment visits, a specialized clinical vocabulary, and fees collected through a multi-month installment plan rather than a single transaction. Clinics stuff this into generic dental tools, spreadsheets, or free-text notes and lose track of treatment history, upcoming visits, and which installment was actually paid.
The solution
Every case gets a structured clinical record, a visual progress timeline from draft through retention, and an installment payment plan with live paid / due / overdue indicators — plus a practice-wide dashboard and automated visit reminders, all running standalone on top of Odoo.
Everything an orthodontic practice needs to run a case
Every capability below is implemented in the module.
Visual Treatment-Progress Timeline
A statusbar timeline shows exactly where a case sits — Draft, Confirmed, In Treatment, Retention, Completed — replacing flat status fields with an at-a-glance picture of the case arc.
Practice-Wide Case-Load Dashboard
A kanban board grouped by treatment stage, with a payment-status progress bar on every card, so staff see who is due for a visit and who is behind on payment without opening a single case.
Structured Orthodontic Clinical Fields
Appliance type, dental arch, malocclusion classification and current archwire are dedicated, filterable, groupable fields — not free text buried in a notes box.
Multi-Month Payment Plans with Live Indicators
Installment schedules tied to each case, with paid / due / overdue status badges and a payment-progress bar that update automatically as installments are registered.
Adjustment-Visit Logging
Every recurring visit is a structured record: wire changed, procedures performed, duration, and the practitioner who saw the patient — with one click to schedule the next visit.
Automated Visit Reminders
A daily scheduled action creates a reminder activity ahead of each case's next adjustment, so recurring visits across a 2+ year treatment never slip through.
Wire-Sequence Protocol Templates
Reusable, ordered archwire progressions — backed by an archwire catalog — save clinicians from re-entering the same wire sequence case after case.
Retention-Phase Management
A dedicated Retention stage with retainer-type tracking keeps a case out of "Completed" until the post-active phase is properly closed out.
Bulk Case Operations with Full Audit Trail
Confirm multiple draft cases or schedule reminders for several cases at once from the list view, while every status change and field edit is tracked in the chatter.
How it works
Open a Case
Create a case for the patient, record appliance type, arch and malocclusion, and assign a wire-sequence protocol.
Confirm & Treat
Move the case through Confirmed and In Treatment on the statusbar as the treatment plan proceeds.
Log Visits & Payments
Record each adjustment visit and register installments as they are paid, right from the case.
Track & Retain
Watch the case-load dashboard for who is due and who is overdue, then move to Retention and Completed when treatment ends.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Orthodontic Treatment Management is fully standalone — it depends only on Odoo's core Contacts and Discuss apps, so it installs and runs without any proprietary clinic-management base module.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Orthodontic Treatment Management
Orthodontic cases with a treatment-progress timeline, adjustment-visit logging and wire-sequence protocols — plus multi-month payment plans with live paid indicators.
Buy on Odoo App Store