Seamless Cross-Office Data Syncing & Centralized AI Workflows for Modern Orthodontic Groups.
Running a multi-location orthodontic practice comes with incredible opportunities—greater reach, larger teams, shared resources, and the ability to serve more patients. But as every multi-office practice knows, it also comes with complexity. Schedules, charts, imaging, insurance workflows, staff coordination, and financial reporting all multiply—unless your system is built to unify everything effortlessly.
Bracket OS was designed from the ground up to make multi-location management simpler, not more complicated. At the heart of this capability is our AI for Multi-Location Practices framework: a unified data architecture and intelligent AI layer that synchronizes every office, every provider, every device, and every workflow across your entire organization in real time.
Whether your practice operates two offices or twenty, Bracket OS ensures that your team works as if everything is under one roof—because digitally, it is.
Why Multi-Location Practices Need a Unified AI System
In traditional PMS setups, each office often stores its own data. Charts live on separate servers, imaging doesn’t sync instantly, schedules become siloed, and financial reports must be pieced together manually. Staff end up navigating different versions of the same patient record. Providers waste time hunting for information across systems.
This disconnect creates friction:
- Inconsistent charting across locations
- Delayed imaging access
- Confusion about appointment availability
- Redundant patient intake
- Fragmented insurance workflows
- Slower financial reporting
- Limited ability to forecast organization-wide performance
These issues scale quickly—but so does the value of solving them. That’s where Bracket OS comes in.
Introducing Cross-Office AI Synchronization
One Patient Record. One Unified Database. All Locations, In Sync.
The Bracket OS AI layer connects all your offices into a single source of truth. That means:
- A patient chart updated in Office A is instantly updated everywhere.
- Imaging captured chairside in Office B is available seconds later in Office C.
- Schedules display real-time availability across all locations.
- Payments, ledgers, and insurance statuses sync across the organization.
- AI-generated notes, predictions, and insights remain consistent regardless of office.
Every location becomes part of one centralized, AI-driven ecosystem—no syncing delays, no duplicate records, no disconnects.
Centralized AI Workflows That Power Every Office
The intelligence of Bracket OS doesn’t just sync data—it enhances it. For multi-location practices, each AI feature scales across the entire organization.
AI Clinical Charting – Standardized Documentation Everywhere
Your AI charting agent uses a unified charting model across all offices.
That means:
- Treatment terminology remains consistent
- Notes follow the same format regardless of provider
- Compliance is standardized
- Documentation is complete and identical across locations
- New staff instantly adapt because the AI enforces organization-wide standards
Consistency becomes automatic—not a training challenge.
AI Imaging – All Records, All Locations, Fully Synced
When an assistant captures records in one office, they are instantly available to the entire practice.
The AI automatically:
- Classifies photos and X-rays
- Labels and tags them
- Integrates them into the patient’s timeline
- Provides AI-based quality checks
- Prepares them for treatment planning
Multi-location practices can now review records from anywhere, anytime—with perfect synchronization.
AI Scheduling – Organization-Wide Visibility
The Bracket OS AI views your entire practice as a single interconnected scheduling network.
It can:
- Offer appointment slots across multiple offices
- Balance workloads between locations
- Predict staffing needs
- Reduce bottlenecks during high-traffic days
- Suggest optimal office assignments for new patients
Your scheduling becomes a dynamic, intelligent system—not a manual puzzle.
AI Financial Intelligence – Unified for All Locations
Financial oversight becomes dramatically easier with centralized AI financial workflows.
The AI aggregates everything from:
- Ledgers
- Claims
- Payments
- Forecasts
- Insurance verification
- Revenue cycle predictions
Group owners can see real-time financial health across all offices in one dashboard—while individual offices get tailored insights for their location.
AI Insurance Verification – Centralized Eligibility Checks
Whether a patient visits multiple offices or calls a different location than the one they normally attend, the AI has instant access to their full insurance profile.
It can perform:
- Real-time eligibility
- Benefit extraction
- Plan matching
- Cross-location claim tracking
- Duplication prevention
The entire practice benefits from one intelligent insurance engine.
Cross-Location Patient Experience: Seamless by Design
Multi-office patients often move between locations based on convenience. Bracket OS makes that experience frictionless.
Regardless of where they go:
- Their chart is complete
- Their images follow them
- Their finances remain accurate
- Their treatment plan stays consistent
- Their consents, notes, and progress are up to date
Your practice becomes one unified brand, not a collection of disconnected offices.
Scalable Infrastructure for Growing Groups
Modern orthodontic groups grow quickly. Bracket OS is engineered to expand with you.
Whether you add:
- A second location
- A tenth location
- A pop-up clinic
- A satellite office
- A new team of associates
The AI automatically incorporates new data into the unified graph. No migrations. No data fragmentation. No headaches.
Your growth is no longer limited by your software.
Unified Reporting and Analytics
With Bracket OS, AI consolidates every metric from every location into a single dashboard.
You can view:
- Production and collections by office
- Provider performance
- Active starts
- New patient consult conversions
- Forecasting across locations
- AI-detected anomalies
- Treatment progress consistency
Decision-making becomes AI-supported and data-driven.
Role-Based Access & Team Management
Multi-location practices often struggle with managing permissions and workflows across different offices.
Bracket OS solves this with:
- Role-based access
- Centralized user management
- Location-aware permissions
- Unified task systems
- Shared communication threads
- AI-assisted onboarding for new staff
Teams stay coordinated without needing separate tools or workflows.
AI-Powered Staff Efficiency Across All Locations
Bracket OS enhances staff output in every office by automating:
- Data entry
- Charting
- Imaging organization
- Insurance checks
- Missed call handling
- Intake
- Scheduling
- Treatment documentation
- Task assignment
This frees your team to focus on patient care—not busywork.
When Every Location Works Together, Everyone Wins
With Bracket OS powering your multi-location practice, you achieve:
- Consistent care
- Consistent documentation
- Organization-wide compliance
- Faster onboarding
- Fewer errors
- Higher patient satisfaction
- Stronger financial performance
- Streamlined operations
Your practice runs with the precision of a single, well-coordinated office across every location you operate.
The Future of Multi-Location Orthodontics Is Unified, Mobile, and AI-Driven
Bracket OS gives orthodontic groups an unfair advantage—centralized intelligence that grows smarter with every interaction. With AI-driven synchronization and cross-location communication at the core of your operations, your practice becomes faster, more adaptable, and more efficient than ever before.
Whether your team uses Macs at the front desk or iPads chairside, the experience is the same across every office: real-time updates, unified records, and intelligent automation guiding your workflows.