Bracket

AI PMS Data Layer

The Unified Data Graph Powering the Bracket OS AI Agent

At Bracket OS, we’ve built more than a practice management system—we built a deeply integrated, intelligent data layer that allows our AI agent to understand everything happening inside your orthodontic practice in real time.

The AI PMS Data Layer is the foundation of this intelligence. It is a unified data graph that links together every piece of clinical, financial, operational, and patient-interaction data in your practice. This enables our AI to reason, anticipate, and assist with decisions the same way a trained orthodontic team member would.

What the AI PMS Data Layer Is

The AI PMS Data Layer is a knowledge graph specifically engineered for orthodontic workflows. Instead of storing information in separate modules that never talk to each other (charts, ledgers, schedules, imaging, treatment plans, etc.), Bracket OS weaves all data points together into one interconnected network.

It’s not just a database—it’s a live map of your entire practice.

Each important entity is represented as a node in the graph, including:

  • Patients
  • Treatments & phases
  • Appointments & procedures
  • Photos, x-rays, & aligner data
  • Contracts, payments, & insurance claims
  • Providers, staff, & chair capacity
  • Communication events
  • Tasks, reminders, and automations

And every relationship between them is mapped.
The result? A system that understands context—not just data.

How the Unified Data Graph Works

Traditional PMS

  • Stores information in isolated tables
  • Forces humans to connect the dots
  • AI can only react to isolated inputs (a note, a photo, etc.)

Bracket OS with Unified Data Graph

  • All data points are linked
  • Changes in one area automatically inform every other
  • AI sees the “whole picture” instantly
  • The system can think holistically and act intelligently

Example

If AI detects a broken bracket in a photo:

  • Clinical context: it knows the tooth, arch, appliance type, and treatment stage
  • Operational context: it sees the schedule density today or next week
  • Financial context: it checks contract terms or insurance rules
  • Patient context: it checks communication preferences and past compliance
  • Workflow context: it suggests the correct appointment type & provider

One event triggers decisions across the entire practice—automatically.

Why a Unified Data Graph Is Critical for Orthodontic AI

AI needs more than data—it needs relationships and context.

The AI PMS Data Layer provides your AI agent with:

1. Situational Awareness

It knows everything relevant to a patient or appointment without you telling it.

2. Real-Time Reasoning

As new data flows in (photos, notes, payments, schedule changes), the graph updates and the AI adjusts immediately.

3. Personalized Automation

Tasks, reminders, financial suggestions, clinical prompts, and scheduling recommendations are tailored to each patient’s current reality.

4. Reliable Clinical Support

The AI can compare progress photos to expected movement because both live inside the same graph.

5. Seamless Cross-Department Intelligence

Clinical discoveries trigger operational and financial logic automatically.

What the Graph Connects (Data Domains)

Clinical Domain

  • Treatment plan stages
  • Appliances
  • Procedures
  • Photos / radiographs
  • Chart notes
  • Tooth-level movement data
  • Phase progress
  • Oral hygiene notes

Financial Domain

  • Contracts
  • Payment plans
  • Autopay
  • Insurance coverage & claims
  • Adjustments, write-offs, AR

Operational Domain

  • Schedule
  • Provider availability
  • Assistant workflows
  • Chair capacity
  • Appointment types
  • Multi-location rules

Engagement Domain

  • Messages
  • Reminders
  • Forms
  • Patient preferences
  • Attendance and compliance patterns

Everything flows into one connected system.

What This Enables for Bracket OS Users

1. AI that Acts Like a Team Member

Because it sees the entire data graph, the AI can chart, schedule, plan, and anticipate needs automatically.

2. Consistent, Error-Free Clinical Documentation

The AI understands treatment context and uses it to produce accurate charting.

3. Smarter Scheduling

The AI knows what type of appointment is needed, which provider must handle it, and when the right chair is free.

4. Financial Intelligence

Contract adjustments, insurance impacts, balances, and reminders are all context-aware.

5. End-to-End Automation

Tasks that previously required multiple staff members are now handled by the system with one prompt or automatically.

Designed for the Modern Mac-Based Orthodontic Practice

Bracket OS is built natively for Mac, with seamless mobility on iPad, allowing doctors and assistants to use the AI agent anywhere—chairside, consult room, or on the go.

The unified data graph ensures that whether you’re on a Mac at the front desk or on an iPad walking between chairs, the AI always has the full picture.

The Outcome: A Fully Intelligent PMS

With the AI PMS Data Layer, Bracket OS becomes more than software.
It becomes an intelligent operating system for your orthodontic practice, where every dataset powers a transparent, connected, and proactive AI assistant.

Your practice gains:

  • Faster workflows
  • Better decision-making
  • Fewer errors
  • More complete charts
  • Smarter financial outcomes
  • Higher patient satisfaction
  • Increased team efficiency

This is the future of orthodontic practice management—and it’s built into Bracket OS today!