Lightning Ortho
All Features
Patient Management

Every Detail,
One Click Away

Stop hunting through multiple systems. Lightning gives you a complete view of every patient with unified records, photos, clinical notes, financials, and treatment history in one screen.

1
Frank Winning
2
Available
3
Lee Meka
Patient photo
Age
29
Date of birth
23 Nov 96
Sex
F
Active Braces

Miss. Sophie Chen

Scheduled
Personal Information
0421 959 448
sophie.chen@email.com
52 Buckingham Rd Baulkham Hills NSW 2153
Billing Party:
W Murray
Parent
0412 345 678
Ref Doctor:
Dr. Sarah Thompson
Asthma - Carries inhaler
Nut Allergy - Anaphylaxis risk
EditiTeroInvisalign
Completed: 1 Dismissed: 1 No Show: 0
Treatment Card ImagesFinancialScheduleNotesCommsDocs Record Dictation
Treatment Card

Your View, Your Way

Not everyone needs to see the same columns. Create custom views, drag columns to reorder, resize them to fit, and filter by entry type. Save your layout and it stays exactly how you left it.

  • Drag and drop columns to reorder
  • Resize any column to fit your screen
  • Filter by Visit, Next Visit, Comment, Emergency and more
  • Multiple saved views per clinician
  • Custom colour coding per appointment type, per user
Clinical Overview CommentsMy View
Save Layout
Date
Assistant
Doctor
Weeks
Procedure
Notes
06/03/2026 Visit JMST12ADJ UL NiTi 16, LL NiTi 16. Good compliance.
20/02/2026 Visit KLST10ADJChanged upper archwire to 19x25 SS.
06/02/2026 Next Visit -ST--Next: 4 weeks. Check elastics wear.
09/01/2026 Comment -ST6- Patient reports mild discomfort upper right.
Showing 4 of 28 entries
Color Preferences
Appointment
Comment
Emergency
Next Visit
Visit
Create New View
View Name *
Enter view name
Entry Types to Display
Visit Next Visit Comment Emergency Email
Select Columns
DateTypeAssistantHygienistDoctorWeeksProcedureNotesElasticsCooperation
Cancel Create View
Visit & Next Visit

Record the Visit, Schedule What's Next

When a patient sits down, everything you need to record is in one panel. Select the procedure, fill in the clinical details, then build your treatment notes with quick note chips. Pick a category, click the entries, and the notes write themselves. No typing required.

  • Click a category, click the note, done. No typing needed.
  • Custom quick note categories that match your practice workflow
  • Slash commands for power users who prefer the keyboard
  • Schedule the return in weeks or months with auto date calculation
  • Every field auto-saves so nothing is lost mid-appointment
Dr-- Select --
Ast-- Select --
Hyg-
Auto-saved
Clinical
Procedure *
Select...
Arch Wire Upper
Select...
Arch Wire Lower
Select...
Elastics
Select...
Cooperation
CompliantNon-Compliant
Oral Hygiene
PoorFairGoodExcellentConcerning
Treatment Notes *
ArchwiresElasticsBondingGeneral
UL NiTi 16LL NiTi 16UL SS 19x25LL SS 16x22UL TMA 17x25
Treatment notes... (type / for quick notes)
+ Next Visit Check Out
Auto-saving enabled
Every field saves the moment you leave it
Click to Build Notes
0clicks
0lines recorded
No typing. Just clicks.
PhotosX-RaysScans
Profile L
Front
Profile R
Upper Occlusal
Front Bite
Lower Occlusal
Left Buccal
Right Buccal
iTero Scan
Stage Dates
06-03-2026
9 images
20-11-2025
9 images
15-06-2025
7 images
02-01-2025
9 images
9:41
Back
Sophie Chen
Slot 11
Slot 22
Slot 33
Slot 44
Slot 55
Slot 66
Slot 77
Slot 88
Slot 99
Images

Lightning-Fast Clinical Photos

Photos taken on the Lightning mobile app sync straight into the patient card. No uploading, no waiting, no hunting through camera rolls. iTero scans pull in with one click.

Save hours every week

Practices switching from camera-to-computer workflows report saving 30+ minutes per day on image management alone.

Guided 9-slot photography

The mobile app guides your team through each position. Consistent photos every time, even with new staff.

Financial

Treatment Setup That Doesn't Need a Manual

Setting up a new treatment plan shouldn't require someone looking over your shoulder. Pick the treatment, adjust the fee, and watch the payment schedule build itself. All in one screen, before you hit start.

  • Select a treatment and fees auto-fill from your saved templates
  • Gross fee, discount, and net fee calculate in real time
  • Full payment schedule previews every instalment before you commit
  • Patient status transitions shown upfront, no surprises
  • Ledger tracks every dollar with 30/60/90 day aging at a glance
Start New Treatment
Treatment Type
Invisalign Comprehensive Change
Treatment Details
Gross Fee
$7,500
Discount
$500
Net Fee
$7,000
Payment Plan
Down Payment
$1,000
Charge Day
1st
# Payments
12
Amount to Finance
$6,000
Monthly Payment
$500
Summary
TreatmentInvisalign Comp.
Net Fee$7,000
Monthly$500
Down Payment$1,000
Status Change
New PatientActive Treatment
Payment Schedule
Apr 2026$500
May 2026$500
Jun 2026$500
Jul 2026$500
Aug 2026$500
••• 7 more payments
Total$6,000
Status: New Patient → Active Treatment (18 est. months)
Cancel Start Treatment
Patient Ledger
Account Balance
$1,250
Next Charge
$500
30 Days
$0.00
90 Days
$0.00
Billing Party
Verified
Name
Sarah Mitchell (Mother)
BSB
063-•••
Account
••••4829
Notes + AI

Clinical Notes That Write Your Letters

Record orthodontic classifications and assessments. Then let AI draft a professional thank-you letter to the referring doctor, pulling directly from your clinical notes and treatment history.

Medical Notes
Notes Referring Doctor Email Quotes
Sagittal Relationship
Class I
Class II
Class III
Div 2
Transverse Relationship
Vertical Relationship
Overjet
4mm
Overbite
60%
Open Bite
-
Facial Type
Facial Asymmetry
None noted
Midline Assessment
Upper
Lower
Crowding & Spacing
Crowding
Spacing
Dental Anomalies
Impactions
18, 28
Missing Teeth
41
Supernumerary
-
TMJ Assessment
Click
Pain
Lock
Treatment Planning
Invisalign
Comp ModerateLiteiFirstExpress
Braces
Std3M
Patient Info
Age
29
Dentition
Permanent
AI Generated
Referring Doctor Thank You Letter
Send Email

Clinical notes + treatment history fed into AI to generate this letter automatically

Communications

Every Conversation, One Place

Emails, SMS, and WhatsApp messages attached to the patient record. See the full conversation history without switching to another system.

Emails4
SMS / WhatsApp
SMS WhatsApp
Today
Complete Patient Suite

Everything You Need to Manage Patients

From first contact to retention, every piece of patient information lives in one place.

01

Unified Patient Records

Demographics, treatment history, clinical notes, communication logs, and financials all in a single patient card. No more jumping between screens.

02

Clinical Photo Management

Guided 9-slot photography with standardised face positions. Compare before and after shots side by side, all synced from the mobile app.

03

Complete Treatment History

Every appointment, procedure, and clinical note recorded in one timeline. Full context on any patient in seconds.

04

Medical Notes and Assessments

Orthodontic classifications, measurements, and clinical assessments with structured templates. Dictate notes by voice or type them in.

05

Instant Patient Search

Find any patient by name, phone, email, or treatment type. Results appear as you type so you never waste time scrolling through lists.

06

Communication History

Every email, SMS, and in-app message attached to the patient record. See the full conversation history without switching to another system.

07

Digital Contracts and Consent

Send and collect treatment agreements, consent forms, and payment plans digitally. Signed documents are saved straight to the patient card.

08

Per-Patient Financials

Treatment quotes, payment tracking, outstanding balances, and transaction history per patient. Know where every dollar stands.

At a Glance
Complete patient cards with treatment history, clinical notes, and financials
Medical notes with orthodontic classifications, measurements, and assessments
Digital contracts, consent forms, and treatment agreements
Photo management with guided 9-slot clinical photography
Voice dictation for clinical notes and correspondence
Full communication history (email, SMS, in-app) per patient
Treatment quotes and payment tracking per patient
Status tracking and automated workflow rules
Instant patient search by name, phone, email, or treatment type

Ready to Transform Your Practice?

See how Lightning can streamline your workflow and give you more time with patients.