Managing Invisalign patients is getting more complex. Treatment cycles last 12-24 months. Patients need appointments every 4-8 weeks. And you have to track aligner progress, delivery schedules, and patient compliance across hundreds of active cases.
The old dental software? Most of it wasn’t built for the unique demands of clear aligner therapy.
But here’s what hasn’t changed:
If you have the right appointment software, you can still deliver exceptional Invisalign care while keeping your practice running smoothly.
Not by juggling multiple systems, but by choosing software that understands orthodontic workflows, automates routine tasks, and keeps patients engaged throughout their entire treatment journey.
The best Invisalign patient appointment software helps you do exactly that:
- Track treatment progress across long-term cases
- Automate appointment reminders and aligner delivery coordination
- Monitor patient compliance and identify issues early
- Integrate with Invisalign ClinCheck and treatment planning tools
- Manage complex payment plans and insurance claims
These are the software solutions I recommend for practices serious about scaling their Invisalign operations.
(Whether you’re doing 10 cases a month or 200+)
The best part?
These tools integrate seamlessly with existing dental workflows while offering specialized features that general practice management software simply can’t match.
My Top 3 Invisalign Appointment Software for 2025
- Cloud 9 Software: Browser-based orthodontic practice management built for clear aligner workflows
- Dentrix Ascend: Cloud-based dental software with strong Invisalign case management features
- OrthoTrac: Comprehensive orthodontic software with integrated imaging and treatment tracking
Cloud 9 Software
Best for orthodontic practices focused on Invisalign and clear aligner therapy
Pricing: Starting at $50 per month; contact for detailed quote
Cloud 9 is the only practice management software I recommend that was built from the ground up specifically for orthodontists. And when it comes to Invisalign case management, that orthodontic focus makes all the difference.
I’ve seen practices manage 500+ active Invisalign cases using Cloud 9 without breaking a sweat.
Built for Long-Term Treatment Cycles
Cloud 9’s Patient Spotlight tool gives you instant access to all patient information needed for treatment decisions, while automated appointment reminders are sent via customizable email and SMS to keep patients on track.
The software automatically tracks aligner delivery schedules, sends compliance reminders, and flags patients who are falling behind on their treatment timeline.
For example, if a patient hasn’t scheduled their 6-week check-in, Cloud 9 will automatically flag this in your daily dashboard and suggest the next action to take.
This kind of automated workflow management is exactly what you need when you’re managing dozens of Invisalign patients at different stages of treatment.
Real-Time Access from Anywhere
As the only fully cloud-based practice management solution for orthodontic practices, Cloud 9 helps your staff work more productively and deliver the convenient experience that patients love.
During COVID, many practices discovered the power of remote access. With Cloud 9, you can check patient progress, approve treatment changes, and coordinate with your team from anywhere.
One practice owner mentioned being able to run payroll from Italy and the Bahamas, and noted that “All of the patient information is available to us at any time of the day or night from any location.”
Streamlined New Patient Processing
Cloud 9 automates tasks from when new patients call the office until they start treatment, eliminating the need for external reports or spreadsheets.
The software creates automated workflows for Invisalign consultations, tracks new patient conversions, and helps you identify where potential patients are dropping off in your sales process.
This is particularly valuable for Invisalign practices, where the consultation-to-start conversion process can take weeks or months.
Pros & Cons
| Pros | Cons |
|---|---|
| 90% user satisfaction rating based on 36 reviews | Some key features like automated appointment reminders require the separate Cloud 9 Connect package |
| 24/7 access from any device with over 28,000 users in 2,300 locations | Limited integration capabilities with some existing dental software |
| Comprehensive training and ongoing support included | Additional costs for new features that have been added since becoming a customer |
Cloud 9 Alternative: Ortho2 Edge Cloud
Ortho2 Edge Cloud offers advanced imaging and treatment tracking capabilities, allowing orthodontists to monitor treatment progress, analyze cephalometric images, and generate visual treatment simulations.
Ortho2 Edge Cloud is another orthodontic-specific platform that excels in treatment visualization and patient communication. However, Cloud 9’s longer track record and larger user base give it an edge in reliability and community support.
Dentrix Ascend
Best for general dental practices adding Invisalign to their service mix
Pricing: $500 to $1,200 per month; contact Henry Schein for detailed quote
Many dental practices use Dentrix Ascend for Invisalign or other small ortho cases that are often done by general practitioners, saving the practice from the cost of an additional ortho software.
Dentrix Ascend makes sense if you’re a general dentist who wants to add Invisalign without completely overhauling your practice management system.
One Patient Record for Everything
Having one patient record for both general dentistry and ortho treatment saves time by keeping all clinical notes, appointments, contact info, and recall information in one account.
This means when your hygienist takes a panoramic X-ray during a cleaning, your Invisalign treatment coordinator can instantly access it for the patient’s next orthodontic appointment.
No hunting between separate systems. No duplicate patient records. Everything stays connected.
Handles Invisalign Insurance Complexity
Ascend handles dental insurance and ortho benefits per plan and can send additional claims to ortho insurance by entering partial payments and editing claims to change months remaining.
Invisalign insurance claims can be tricky because they often involve both dental and orthodontic benefits. Dentrix Ascend automatically tracks which benefits have been used and how much coverage remains.
The software also handles the monthly claim submissions required for longer Invisalign cases, automatically calculating the remaining treatment time based on your initial treatment plan.
Smart Financial Tracking
Dentrix Ascend includes a predictive problem-solving feature called Goals, Problems and Solutions (GPS) that identifies tasks needing attention and provides solutions to keep your practice on course.
For Invisalign cases, this means the software will flag patients with overdue payments, alert you to insurance claim denials, and remind you when it’s time to submit the next monthly claim.
Limitations for Full Orthodontic Practices
Dentrix Ascend is not an ortho software, meaning it does not include cephalometric tracing features nor the classic ortho tooth numbering structure, and financially, it does not include a future due payment plan feature so ortho cases must be charged out in full.
If you’re running a full orthodontic practice with complex cases, these limitations might be deal-breakers. But for general dentists doing moderate volumes of Invisalign, Ascend provides the right balance of functionality without the complexity.
Pros & Cons
| Pros | Cons |
|---|---|
| 84% user satisfaction rating from dental practices | Users report significant challenges with insurance setup and fee schedule creation |
| Cloud-based access allows secure data access from any location | Mixed user reviews citing slowness and bugs, especially during transitions |
| Intuitive design makes it easy to navigate for new users | Lacks transparent pricing information, requiring sales contact for quotes |
Dentrix Ascend Alternative: Open Dental
Open Dental is the only open-source, server-based dental management software that users praise for platform flexibility, customizable features, and stellar support.
Open Dental offers more customization options than Dentrix Ascend and can be modified to better handle orthodontic workflows. However, it requires more technical expertise to set up and maintain.
OrthoTrac
Best for established orthodontic practices needing comprehensive case management
Pricing: Contact Carestream Dental for pricing; offers both cloud and on-premise options
OrthoTrac is HIPAA-compliant software that helps orthodontists build and manage productive practices with daily to-do lists, high-priority item identification, and recommended actions.
OrthoTrac has been around longer than most orthodontic software and offers the depth of features that high-volume Invisalign practices need.
Advanced Treatment Tracking
The software eliminates the need to manually track the number of aligners a patient has been given, whether printed in-house or outsourced.
OrthoTrac automatically syncs with Invisalign’s ClinCheck system to track which aligners have been delivered, when the next set is due, and whether patients are progressing on schedule.
The software also includes visual treatment progress tracking, so you can quickly see which patients are ahead of schedule, on track, or falling behind.
Integrated Imaging Capabilities
Carestream Dental imaging systems and CS Orthodontic Imaging software integrate seamlessly with OrthoTrac for the ultimate in productivity, with no need to bridge with third-party software.
Photos and X-ray images can quickly be assembled along with treatment recommendations for presentation to patients at chairside, so patients can visualize what they will look like with braces or with that perfect smile.
This integration is particularly valuable for Invisalign practices because you can show patients their progress photos alongside their predicted final results, improving case acceptance and patient compliance.
Financial Management Tools
The Financial Estimator Tool calculates and displays treatment costs, monthly payments and duration of payments for prospective patients during initial consultation, providing transparency and instilling confidence.
For Invisalign cases, which often involve complex payment plans over 18-24 months, this real-time financial calculator helps you present different payment options during the consultation without having to switch between systems.
Enhanced Patient Flow
The redesigned Patient Flow module provides enhanced workflow and navigation with fewer screens and pop-ups, making decisions faster with streamlined treatment assessment.
You can see patient activity, including procedure codes, appointment history, and scanned automated correspondence all on one screen.
This consolidated view is crucial when managing multiple Invisalign patients per day, as it gives you everything you need to know about each case without clicking through multiple screens.
Pros & Cons
| Pros | Cons |
|---|---|
| Seamless integration with Carestream imaging systems | Some features come with additional charges beyond base software |
| All-inclusive practice management combining patient administration, clinical documentation, and financial management | Support response time can be inconsistent and often requires escalation |
| Available in both cloud and on-premise configurations | Interface feels dated compared to newer cloud-based solutions |
OrthoTrac Alternative: Dolphin Management
Dolphin Management stands out as a comprehensive solution specifically tailored for orthodontic practices, known for powerful patient and imaging management features with integrated imaging software ideal for managing complex orthodontic records.
Dolphin Management offers more advanced treatment planning and imaging capabilities than OrthoTrac, making it popular among orthodontists who handle complex cases. However, OrthoTrac’s simpler interface and workflow may be better for practices focused primarily on Invisalign.
Wrapping up
The right appointment software can transform how you manage Invisalign patients.
Cloud 9 Software is your best bet if you’re running a dedicated orthodontic practice and want software built specifically for clear aligner workflows.
Dentrix Ascend works well for general dentists adding Invisalign to their services without wanting to manage separate systems.
And OrthoTrac provides the comprehensive features that high-volume orthodontic practices need, especially if you’re already using Carestream imaging equipment.
The key is matching your software choice to your practice type and Invisalign volume. A general dentist doing 10 Invisalign cases per month has very different needs than an orthodontist managing 200 active cases.
Start with a demo of your top choice, and make sure the software can handle your current case volume while scaling up as your Invisalign practice grows.
