Create step-by-step workflows to streamline your practice and perform dozens of tasks, automatically


Greyfinch is the only orthodontist practice management platform with built-in workflows to transform your productivity. Easily set up if/then conditions to automate dozens of time-consuming tasks. Here’s how it works:

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Choose a condition (ex. “anyone on a recall list for 6 months”)

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Once the condition is met, set an action to occur (ex. send a customized SMS)

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Once you build a workflow, it runs automatically—no extra work needed

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Create a workflow with just a few easy clicks—no code required

Carly Warden

We are so happy we decided to go with Greyfinch for our start-up practice. They take all of the "third party integrations" that are usually necessary for other softwares and wrap it into one great PMS. We're so thankful for their superb customer service and obvious drive to keep improving with every upgrade. Highly recommend to any practice owner looking for a PMS to help their practice thrive!

Dr. Carley Warden

Ascend Orthodontics

Manage your patients like never before—and reap the benefits


Use workflows to quickly contact patients about important situations. Effortlessly schedule patients who missed appointments or those who need to start treatment so you can improve production. If they miss a payment, send a link to update their billing info and boost your collection rates.

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Contact the right patients

Filter patients by custom criteria—location, appointment type, date range, etc.—and send a customized email or SMS template.

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Send mass SMS and Email with a few clicks

Easily send mass texts and emails for holidays, office closures, etc., and even add a link to reschedule!

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Boost your bottom-line

Greyfinch has helped clinics collect over $1 million in missed payments (and counting)!