Bookkeeping for orthodontic practices
Orthodontics is a subscription business wearing a clinical coat: a case starts with a contract, a down payment and eighteen to thirty months of payments, insurance reimbursements and adjustments. Production happens up front while cash arrives over years, and payroll, lab and supply costs run the whole time. Mispar keeps every contract, plan and claim reconciled for the life of the case. Plans start at $229/mo.
Best for: Orthodontists and practice managers, single-doctor practices and multi-location groups that need contract, payment plan and insurance tracking without a billing department.
Tracked
Treatment contracts
Current
Payment plans
Matched
Insurance claims
Visible
Case economics
Where orthodontic practice books usually go wrong
- Treatment plans paid over time booked as income when started.
- Insurance and patient payments combined.
- Lab and supplies not tracked per case.
How Mispar keeps your practice's books clean
Industry-specific accounts and categorization, with the reporting scope agreed before work starts.
Treatment contracts and down payments
Record each case's contract value and down payment at start, so production is visible separately from collections.
Monthly payment plans
Track in-house plan payments against each contract, so delinquent plans surface early and expected monthly cash is known.
Insurance claims and reimbursements
Match remittances to the claims they pay per case, so underpayments and aging claims are follow-up lists, not mysteries.
Lab and appliance costs
Keep lab fees, aligner costs and supplies as their own categories, so cost per case is reviewable by treatment type.
Clinical and front-office payroll
Reconcile staff payroll against the schedule, so the fixed cost of chair time is visible against case production.
Marketing and referral costs
Track advertising, referral relationships and community events on their own lines, so the cost of each new start is measurable.
Reports an orthodontic practice can use
- Treatment contracts and balances outstanding.
- Receivables by payer.
- Lab cost as a share of revenue.
A simple, predictable process
From kickoff to your first clean close, here is exactly what happens.
Review your current records
We start from your practice management reports, contract ledger, remittance statements and bank feeds.
Map the chart of accounts
Contracts, plans, insurance, lab and payroll are mapped to an agreed chart of accounts that fits your practice.
Reconcile every stream
Each month, plan payments and remittances are matched to cases and deposits, with exceptions listed.
Close the month
Monthly statements with an exceptions list and the case-level reporting agreed for your practice.
Illustrative example
A practice carries hundreds of active payment plans. With plan payments reconciled monthly against contracts, a slow creep of past-due accounts surfaces as a short list instead of a year-end write-off, and the cost-per-start view reshapes the marketing budget. This is an illustration of the method, not a customer case or a guarantee.
Orthodontic Practices bookkeeping — your questions
How do you handle long treatment contracts?
Each contract is recorded at case start and tracked against payments and insurance for its whole life, so production and collections are both visible and never confused.
Can you track in-house payment plans?
Yes. Plan payments are reconciled per contract each month, so past-due accounts appear as a short actionable list rather than a surprise at year end.
Can you reconcile orthodontic insurance claims?
Yes. Remittances are matched to claims per case, so underpayments and aging claims are visible for follow-up.
Can I see cost per case or per start?
Yes, when lab and supply costs are kept on their own lines. We set up that view with you; accurate case coding is what makes it reliable.
How do you treat long treatment plans?
Revenue is spread across the treatment period.
Does the $229 starting plan cover my orthodontic practice?
The final plan and scope depend on case volume, providers and locations. We agree that scope before starting; catch-up work is discussed separately.
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