If you have a question about Orisync. Feel free to browse by topic to find an answer.
Yes! Include a link to the Patient Portal on your practice’s website, and patients can schedule or request appointments, make payments, sign forms, and sign up to receive notifications.
Absolutely! The Orisync scheduler integrates with any website. You just need to send the link to your CareStack scheduler to your webmaster and they can easily add it to your website.
Yes. The Orisync scheduler allows the patient to select from a list of providers. Each provider’s availability will display based on hours and parameters selected by the practice.
Yes. The Orisync scheduler allows the patient to select their desired location from a list of office locations or from an interactive map.
Premium or membership subscription payment management is automatic through the fully integrated CS Pay payment solution, auto debiting funds from your patient’s card or bank account to fulfill the premium balance. If a payment bounces, the membership goes into a hold status, holding back discounts and benefits until the balance is paid and up to date.
With the auto renew option built into the patient sign up process, your patient’s membership plan with auto renew on the sign up anniversary of each year, automatically creating a new payment schedule for premium collection
All procedure codes have a discount mapped to them automatically, which is determined in the plan set up. Whether it’s a 100% discount, giving that procedure as a free service, or a lesser discount, the discount is not only automatically calculated at the time of treatment planning, but is also posted automatically at the time of a code completion in the patient ledger, removing the possibility of entering a wrong discount or forgetting to enter a discount altogether.
With the uniqueness of each office and their business needs, we created the discount to be flexible, so it doesn’t impact your net production, but instead, only impacts your collections. Alternatively, each financial report in Orisync gives the option to include or exclude the membership discount in your totals, to give a customized total depending on your business model, which also includes calculating provider payroll when based on production, collection, or applied payments.
Patients have the option to receive email, text, or both, and this setting is added to the patient’s chart online, automatically determining the type of communication they receive. You can also customize the communication you deliver depending on the options the patient has chosen.
Yes, the filter options let you pre-schedule notifications, or set up recurring communications.
Orisync patient notification/communication is built into our all-in-one software; there is no need to launch a separate program.
No. This can be configured on a user level, so team members who do not answer the phone can avoid accidentally answering a call.
These services utilize VoIP phone service, so your existing phone service would not integrate with Orisync.
Some additional features of the service may be available with the whole suite/product, but the integration with Orisync is focused on screen pop and outbound calls.
No.Orisync teams are trained and can help walk you through the integration process.
Yes, when patients reply to the automated message it will update the patient record inside of Orisync.
Orisync allows your staff to easily adjust communication preferences under patient overview. We allow for the patient to change preferences from their patient portal.
During the onboarding process our team of implementation specialists will work with your team to optimize your reminder campaigns inside Orisync.
Yes the view on your desktop will mimic just as it would look like if you are texting on your mobile device.
Orisync allows your staff to easily adjust communication preferences under patient overview. We allow for the patient to change preferences from their patient portal.
Yes Orisync has a modern platform so you can communicate by text with one patient while still having a clear view of your schedule, patient accounts, etc.
Yes when a patient confirms via text it will confirm in the schedule automatically.
Orisync has multiple setting features to allow you to control the type of appointment being booked.
Orisync will highlight the online booked appointment on the scheduler so staff is aware that the appointment was booked online. Orisync will also indicate on your menu bar any new patient appointments booked to allow your staff to communicate with the new patient for any needed documents prior to appointment
Yes, Orisync has settings available to allow only appointment requests id that works best for your practice.
Orisync has a configuration tab that gives you multiple options to control what you will require for a patient to complete when booking online.
Yes, you are able to create your own form, as well as edit and/or delete existing forms.
Yes, you are able to select what signatures are required: patient, provider, and/or witness signatures.
Yes, you are able to remove the already shared form. Orisync allows you to do it within one click.
Orisync provides access to real-time document status, indicating whether a form is still pending to be completed.
Easy! Propose treatment in either the odontogram or Advanced Planner. Then right-click on the treatments to place in plans or phases.
Yes! Use plans or phases for your work. Put all your treatment in a plan or section out into phases. Allowing you to give the patient all the work needed or a piece of it at a time.
Sure! Assign time needed to your proposed treatment, making it easy for your team to schedule work needing completion, making it a breeze to schedule and plan.
Print, email, or place into the Patient Portal, allowing patients to access at their convenience and consent to proposed treatment. Patients can also pay their balance directly through the Orisync Patient Portal.
Yes, Orisync is a cloud-based system you can access remotely and also manage the access as needed
Yes, you can create explosion codes for efficiency and accuracy.
When charting an existing condition for a missing tooth, you would mark the tooth missing or congenitally missing, and the tooth will appear faded on the odontogram.
Yes, your digital software integrates with Orisync, and you can access them from the patient’s chart
Yes. You’ll have to pay separately for third party electronic prescription software like DoseSpot. It comes as an extra cost and could also change if you are prescribing controlled substances as part of medication.
Yes. Our implementation team will guide you through the onboarding process for our integrated electronic prescription software platforms.
No. There is no limit on the number of electronic prescriptions you can create from within Orisync.
No. Orisync electronic prescription supports most of the pharmacy chains across the United States.
HIPAA best practices require healthcare providers to conduct telehealth in private settings, such as a doctor in a clinic or office connecting to a patient who is at home or at another clinic.
The HIPAA Security Rule requires that all Covered Entities must perform “periodic security updates” and have “procedures for guarding against, detecting and reporting malicious software”
All transactions are processed through a secure website and all transactions are encrypted. Any personal information entered, such as credit card information, will be used only for the one-time transaction and will not be saved on our system or shared for any other purpose.
No! No additional fees or charges are required when using Orisync Insurance Claims Management.
Yes. In fact, the module organizes the claims based on codes that require attachments in the Documents Pending area and allows you to work on all the claims that require attachments from a single section.
No, your claim management efforts can be centralized on Orisync.
Yes. Many of our clients are specialists or OON providers that collect upfront. Orisync provides them the ability to submit their claims as a courtesy to their patients and to close the claims as per their internal protocol.
Electronic statements reach patients instantly, significantly reducing your communication time.
The Orisync Pay merchant offers the Gateway to enable electronic payments.The CS Pay merchant offers the Gateway to enable electronic payments.
Dental practices need to manually set up the Orisync Pay link within the PMS’s settings, but it takes only a few clicks.
No, electronic statement transmission is built-in with Orisync. You don’t have to do anything for this.
No, it does not store credit card information directly for security purposes. You can tokenize the card to secure its information for future payments in a more encrypted form.
Yes, it is essential to tokenize the card with Orisync Pay in order for recurring payments to be captured automatically from the patient’s account. Yet, payment plans can be started without a card on file, but then the automated capture of the periodic payments will not happen.
Yes, it will read back into Orisync Pay but only if they void the payment completely.
It is not required to use Orisync, but there are many great benefits to using an integrated merchant instead of an external one.
Financing options commonly include interest-free plans for a certain period, low-interest plans, and extended payment plans. Sunbit may update its plans periodically.
Sunbit offers training for staff members as part of their onboarding process. Training is also provided by the Orisync implementation team at the time of onboarding into Orisync.
If a patient defaults on their financing payments, Sunbit usually assumes the risk, meaning your practice is not directly affected.
The primary risk is the potential for patient dissatisfaction if they misunderstand the terms of the financing. It’s crucial to ensure that patients fully understand the terms and conditions before they agree to financing.
Yes, most is in real-time, and you have access to an analytics index that shows how we calculate the data and how often it is refreshed.
Yes, you have the ability to drill down or filter reports based on how you want to see the data based on your specific business needs.
You can build a report in our scorecard or list builder, which gives you access to most data points inside Orisync. During onboarding, you will have a dedicated training day just for reporting.
Yes. Many of our reports include data that can be verified in other reports as well. We always ask that you bring any concerns to us so we can analyze them, but we are very confident you will see equitable results among different reports, validating their accuracy.
No. The lab case tracking module is bundled into the cost of Orisync practice management platform.
No. The lab case tracking module can be used only to keep track of orders internally. There is no communication to the labs from Orisync.
No. You add and manage any number of lab orders and lab cases using the Orisync lab tracking module.
Yes, you can set user working hours for each user along with IP address restrictions.
As a modern cloud-based dental software, you can simultaneously have multiple users in a patient record.
No, Orisync takes a simple per-location pricing approach, so you are not penalized for adding your consultant, accountant, or insurance verification company.
No. The implant tracker module is bundled into the cost of Orisync practice management platform.
No. There is no limit on the number of suppliers and data records you can create from within Orisync implant tracker module.
Training for implant tracking will be available for staff members as part of their onboarding process. Training is also provided by the Orisync implementation team at the time of onboarding into Orisync.
Orisync includes built-in tools for online scheduling, review collection, and patient financing that help private practices attract and convert new patients.
Orisync integrates with other systems like OrisyncVoice that provide campaign tracking, reputation management, and call conversion analytics to maximize your marketing ROI.
With OrisyncVoice (AI-powered VoIP), you can track, score, and optimize every patient call to ensure no inquiry goes unanswered or unconver
Practices using Orisync report 20%–40% growth in production by aligning scheduling, treatment acceptance, and payment workflows
Orisync includes built-in tools for online scheduling, reputation management, referral tracking, and campaign attribution, all designed to help you attract new patients from day one.
Yes. You can track patient source, ad campaign effectiveness, and call conversions using the available VoiceStack integration from the platform to measure marketing ROI.
Not at all. Orisync is designed to be user-friendly and fully functional for solo providers, with everything you need, including scheduling, billing, charting, and reporting, available in a single platform.
With automation for patient communication, claims, payments, and reminders, you can operate more efficiently with a lean team while focusing on care and growth.
Orisync supports same-store growth by improving scheduling, treatment acceptance, and recall rates. Practices using Orisync report up to a 40% increase in production per location over three years.
Yes, through omni-channel engagement tools like text reminders, online scheduling, and recall campaigns, Orisync boosts both appointment volume and retention
Yes. It offers specialty-specific features, such as referral management, treatment plan tracking, and integrated imaging ideal for orthodontics, oral surgery, and other specialties.
Orisync offers digital treatment planning, AI-assisted X-ray analysis, financing options, and patient-facing visuals to enhance trust and increase acceptance rates.
Orisync is 100% cloud-based, enabling mobile practices to manage scheduling, billing, and operations from anywhere—even across multiple cities or regions.
Yes. Its location-agnostic workflows allow teams to serve multiple sites with centralized data, customizable schedules, and route-based planning.
With built-in tools for online forms, and referral tracking, you can target and onboard new patients from partner schools or community organizations efficiently.
Yes. Real-time provider performance reports show visits completed, production per day, and efficiency across routes or teams
Orisync Ai modern User Interface is easy to learn. You can also use our learning center to swiftly onboard new staff.
