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Dental Software with Client Portal (2026)

Last updated: February 2026

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Why is client portal important for dental software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

A client portal allows patients to update medical history, manage appointments, submit forms, make payments, and communicate securely. It enhances patient engagement and streamlines administrative tasks for dental practices. Of the 42 reviewers who rated client portal, 83% rated this feature as important or highly important.

Key features of dental software based on insights from 1026 verified reviews

Treatment Planning: Reviewers value the ability to present multiple treatment options, customize messages, and automatically calculate insurance coverage for patient clarity. 96% of reviewers rated this feature as important or highly important.
Patient Records Management: Users appreciate easy document storage, digital record access, and the capability to send and integrate online forms for efficient record keeping. 96% of reviewers rated this feature as important or highly important.
Appointment Management: Reviewers highlight the convenience of online booking, automated reminders, and customizable scheduling features that enhance productivity and patient communication. 96% of reviewers rated this feature as important or highly important.
Charting: Users find charting beneficial for patient education, quick condition recording, and comprehensive clinical options, including periodontal charting. 95% of reviewers rated this feature as important or highly important.
Claims Management: Reviewers emphasize the importance of streamlined electronic claims submission, tracking capabilities, and integration with insurance systems for efficient reimbursement. 95% of reviewers rated this feature as important or highly important.
Confirmations/Reminders: Users highlight the customizable text and email reminders, which help reduce no-shows and maintain an efficient schedule through automated patient communication. 94% of reviewers rated this feature as important or highly important.