Practice management
It writes back to your PMS, not to a second calendar
Orion reads patients, appointments, ledgers, procedures, treatment plans and your provider and operatory setup out of the system you already run, and writes appointments, patients and documents back into it.
Book through Orion and the appointment appears in your PMS on the right provider and operatory. There is no second schedule to reconcile at the end of the day.
Patient forms
Build a form, text it, get a signed PDF in the chart
Put together the fields you need, including a signature pad and multi-page consent, then send one form or a whole packet by text from your own practice number. Patients fill it in on their phone. No app, no login.
The finished form comes back as a practice-branded PDF filed into that patient’s chart, along with anything they attached.
One queue
Every booking request lands in the same list
Requests from your website and calls handled by Orion arrive in one place. The patient gets a confirmation text from your number automatically, and that text joins their conversation history.
Your front desk can find or create the patient, book, leave notes and resend an outstanding form without leaving the panel.
Visibility
See how many of this week’s appointments Orion booked
Appointments, new patients, new leads, call and text volume, and how much of it came from Orion. Today, this week, this month, this year, each against the period before it.
Click any number and you get the actual patients and appointments behind it, not just a total. Days are counted on your practice’s local calendar, not a server clock.
Languages
Read any patient conversation in your language
Set your language once and a translate button appears on call transcripts, AI summaries, texts, chat and patient notes. One tap translates, one tap returns to the original, which is never overwritten.
Orion’s phone agent also picks up the language a caller is speaking and stays in it, including the confirmation text afterwards.
Several locations
One login, every location you run
Staff switch location from the top of the portal and everything re-scopes: patients, conversations, campaigns, appointments and the dialer. Each site keeps its own numbers, forms and appointment types.
An account only sees the locations it has been given, and a front desk can be given a stripped-down view with just the screens it needs.
The money numbersComing soon
Production and collections, once they tie out
Orion already calculates net production, collections, collection rate and how much of each came from its own work, allowing for the fact that Dentrix, Open Dental and Eaglesoft record payments and adjustments differently.
We hold financial reporting back until it matches what your own system reports for the same month. Everything else here is live today.