Explore our powerful practice management features—all included

24/7 appointment widget

Never double-book again. With our appointment widget, patients can book directly into Greyfinch, even after office hours. It automatically updates your calendar across all locations and even sends onboarding forms.

Practice mgmt Icon

Quick and seamless onboarding

Streamline how you onboard new patients with 100% electronic forms that collect important information, signatures, and images before they even arrive at your office.

sales icon

Flexible payment plans

With Greyfinch’s Case Closer Technology, customize payment plans with flexible down payments and installment intervals to start treatment faster.

sms icon

HIPAA-compliant 2-way texting

Send reminders, forms, scheduling links, and feedback requests by SMS to any device, manually or automatically. You can even send and receive pictures and videos instantly from patients and save time.

secure icon

Secure emails and messages

Send HIPAA-compliant images, documents, and more to external professionals and patients

integrated video icon

Telehealth appointments

Offer the convenience your patients love with HIPAA-compliant video exams. No downloads or installations—just log in on your website and get started easily. Our virtual tools make it easier to connect with patients in any situation.

self service icon


Easily collect signatures on forms and contracts from any device—then, send the digital copy afterward

dashboard icon

All-in-one platform

No more 3rd-party apps or software—you get every single one of our groundbreaking features all in one easy-to-use platform

Cloud based

100% cloud-based

Access every part of your platform, anytime and anywhere, with our mobile-friendly and browser-based platform. No plugins or integrations needed.

fully organized icon

Customizable treatments

Make treatment cards the way you like and build treatment plans with pre-planned appointments and intervals, which patients can easily see from their Patient Hub.

expert support icon

Easy images and X-rays

Automatically import X-ray images to a patient’s file and crop and rotate photos with ease. Greyfinch can even automatically trace your cephs with advanced AI.

Office icon

Smoother self-check-ins

Reduce wait times and free up your staff with smarter self-check-in tools. It can even notify patients to see the front desk during check-in if they owe money, are late, or have a specific appointment.

sales icon

100% automatic autodrafts

Automatically runs auto drafts and credit card payments to save time. We integrate with Bluefin, which will meet or beat your current provider’s rates.

Flawless ledgers and invoicing

No more confusing ledgers. All payments post directly to a patient’s ledger and even post to the oldest invoice first so your accounts receivable stays accurate, even if they pay in advance.

secure icon

Safe and secure data

Keep your information protected. We use Amazon Web Hosting (AWS) and have a three-tiered backup system with Amazon and two other providers.