The Future of Practice Management Software in Orthodontics

In orthodontics, change isn’t coming;  it’s already here. And right now, technology is leading the charge. Practice management software has stepped out from behind the scenes to become the backbone of how modern practices run, grow, and connect with patients. On a recent Hey Docs! episode, Jill sat down with Jake from GreyFinch to talk about where PMS is headed, and why the future looks brighter, smarter, and more connected than ever.

GreyFinch’s Journey: Innovation at Every Turn

Jake’s story could be its own chapter in the orthodontic tech playbook. With nearly two decades in dental and ortho software,  from his early days at TeleVox to Cloud9 and now leading GreyFinch, he’s seen firsthand how fast this industry moves. GreyFinch was built with one clear mission: keep up with the pace of today’s practices and the rising expectations of tomorrow’s patients. In this world, continuous updates, streamlined workflows, and intuitive tools aren’t perks, they’re the baseline.

AI: From Buzzword to Practice Powerhouse

AI isn’t just the hot topic at conferences;  it’s already changing the way we deliver care. Jill and Jake dove into how it’s being used to monitor tooth movement, cut down on in-person visits, and free your team from time-sucking admin work. The goal? Let AI handle the repetitive stuff so your team can focus on what they do best, building relationships and delivering a five-star patient experience.

Automation: Your Silent Superpower

If your team feels like they’re always sprinting but never catching up, automation can be the game-changer. GreyFinch’s automation tools take care of appointment reminders, patient communications, and scheduling, freeing up time and smoothing out bottlenecks. Jake’s advice? Spot your biggest time drains and let technology handle them.

Open APIs: Finally, Your Systems Can Talk

One of GreyFinch’s most powerful moves is embracing open APIs. Translation: your systems can actually work together. That means your marketing software, imaging system, and patient engagement tools can integrate seamlessly with your PMS, no tech headaches, no walled gardens. It’s about creating a tech ecosystem that works the way your practice works.

Looking Ahead: The Only Plan Is Adaptability

The practices that win in the next decade will be the ones willing to evolve, because patient expectations and clinical tools will keep shifting. Jake’s take? Your PMS should grow right alongside you. GreyFinch is building today for the needs you’ll have tomorrow.

The Big Picture: Tech That Amplifies What You Do Best

The takeaway from Jill and Jake’s conversation is simple: technology isn’t here to replace the heart of orthodontics; it’s here to make it stronger. The right PMS helps you run leaner, deliver a better patient experience, and stay ready for whatever’s next.