Dion Clinical keeps the patient record, treatment plan, appointments and documentation in one workflow, so the team sees what is planned, what is ready and what comes next. The AI scribe drafts the note while you stay with the patient; you review and sign it.
Plan the care. Prepare the visit. Document the encounter. Keep the next step visible.
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Illustrative preview · fictional patients
Dion Clinical is dental practice management software and EMR for dental practices and groups that keeps treatment plans, visit readiness, charting, scheduling, forms, imaging and visit notes on one patient record, with AI that drafts and proposes while the doctor makes every clinical decision.
Why it exists
A complex case depends on more than the procedure: the consent, the history, the insurance, the lab case, the plan and the next visit. When those live in different places, someone has to remember them, and the gap shows up with the patient already in the chair.
“We found out the consent wasn’t signed with the patient in the chair.”
Each visit is checked against the consents its own procedures need. A missing one shows red before anyone seats the patient.
“The crown came back after the seat appointment.”
Each lab case is linked to its seat visit. A case due after the seat date is flagged while there is still time to call the lab or move the visit.
“The notes get finished after the last patient.”
The scribe drafts while you treat and saves as it goes. You read, edit and sign before the patient leaves.
“The plan was accepted. Nobody booked it.”
Every plan sits on a case-acceptance board, and accepted work nobody has booked has its own worklist.
The record should not just tell you what happened. It should help the team see what needs to happen next.
Before the patient sits down
A problem shouldn’t be found after the patient is already in the chair. Every visit on the schedule is checked against what it needs, and the day shows which visits are ready and which need someone first.
What each visit is checked for
Each gap names what is missing and who closes it. A practice can switch on a daily check that files each gap as a task for that role, and a hold so treatment does not start while a required consent is unsigned. When a plan phase is signed, its pre-op instructions go to the patient.
A check that could not be read shows as “could not check”, never as ready. The readiness check covers the items above; other dependencies, such as a physician’s clearance letter or a surgical guide, stay with your team’s own process.
The course of care
The record runs across visits. Findings, the plan, each visit’s readiness, the note and what comes next stay connected, rather than appointment notes piled on one another.
Charted on the tooth; perio exams kept with their history.
Phased and coded, alternatives side by side, the patient’s choice recorded.
Plan, consents and deposit signed in one session; pre-op instructions sent.
The visit checked for consents, history, insurance and the lab case.
The scribe drafts the note; the clinician edits and signs it.
Plan items move to completed; what remains stays on the plan.
The note’s next visit becomes a booking task; referrals and lab cases stay tracked.
Each plan item carries its state:plannedscheduledin progresscompletedreferred
The film
One visit from check-in to the booked next appointment: the scribe, the signed note, the plan, the consent and what the patient receives.
The visit
Open the patient and the history, the plan and what is due are already in context. Treat, capture the findings, let the note catch up, and set the next step before the patient leaves.
Record the visit and the scribe drafts a structured note, with CDT and ICD-10 codes proposed from what was said. It saves as it goes, pauses and resumes as one visit, and stays a draft until its author reads it, edits it and signs it. A recording that never became a note is flagged on the chart.
Say what the visit needs — a task for the front desk, plan items, a follow-up, a letter. It answers with cards; tap “Do it” and each one lands through the same path a person would use.
Surfaces paint with a click and every change is kept per tooth. The tooth chart is built from recorded treatment; anything the history only implies waits for a clinician.
Phased, CDT-coded plans with alternatives side by side and the patient’s choice recorded. Each item moves from planned to scheduled to completed, so what remains is always visible, and accepted work nobody has booked has its own worklist.
Signing the note issues the superbill from its codes and files the visit summary. Claims and everything after them belong to MedicalDentalRCM, which starts from that clean record; payments come back to the patient’s ledger.
The product
Charting & perio
Charting, perio exam history and the treatment history share one tooth-level record, so the chart you see is the chart everyone sees. Several filed documents compile into one care report when a colleague needs the whole story.
Treatment plans
Phases, fees and the estimated patient portion, with alternatives side by side. Specialty pathways — ortho, implant, cosmetic, oral surgery, perio — walk each case through its published sequence.
Schedule & check-in
Day, week or month; one office or all of them on one board. Forms go out at booking and remind the patient twice; the check-in wizard runs on a paired tablet or at the desk.
Imaging & CBCT
Romexis and DS Core exports file themselves. The CBCT workspace gives 3-D views, measurements and STL export, and cephalometric tracing checks each case against published norms.
Dion AI
Say what the visit needs. Each card lands through the same path a person would use — a task, a plan item, a waitlist entry, a drafted referral letter.
Ledger
Insurance and patient payments post to one ledger per patient, with the claim that paid them.
A day on it
An illustrative day. The times are made up; every step is something the product does now.
DionEvery visit checked for consents, financial policy, history, allergies, insurance and lab cases; each gap names who closes it.
YouClose what is open before the first patient.
DionSent them at booking and reminded the patient twice.
YouNothing — unless something is still owed.
DionThe wizard hands the paired tablet only the forms still missing.
YouThe front desk marks the patient arrived.
DionThe scribe listens and drafts the SOAP note, autosaving as it goes.
YouLook at the patient.
DionProposes the CDT and ICD-10 codes. On signature it issues the superbill and files the visit summary.
YouRead, edit, sign. Only the author signs; a signed note is addended, never rewritten.
DionDion AI turns the sentence into a plan-item card and a follow-up card.
YouTap once. Present the alternatives; the patient signs plan, consent and deposit together.
DionThe note’s next-visit line and action items land on the day board.
YouThe front desk books the chair before the patient leaves.
DionThe export lands on the chart, with the 3-D views prepared.
YouThe doctor reviews and issues the report.
DionUnsigned notes oldest first; referrals with the date they were last chased; the accepted plans nobody has booked yet.
YouClear the short list, then go home.
Where it fits
Clinical owns the record. Dion Desk owns the conversation with the patient; Dion Pay owns payments and payment plans.
What are we seeing clinically?
Diagnostic synthesis for airway, TMJ and sleep. Clinical sends the referral, receives the finished report on the chart and carries the care that follows. Where a physician’s diagnosis is required, it stays with the physician.
What are we designing?
Case design, presentation and lab fabrication. Clinical sends the lab case, shows the design read-only on the chart, and records the delivery.
What care is planned, what happened today, what must be ready next, and is the record complete?
The clinical record, and the workflow through which care is delivered.
What follow-up does this patient need?
Clinical records the state: overdue recare, accepted treatment with no appointment. Patient Engagement runs the outreach, inside limits the practice sets.
What does this visit need to be billed and paid?
Clinical hands over the signed visit’s superbill and insurance packet. Claims, remittances, denials and payer follow-up are MedicalDentalRCM’s.
Part of Dion
One sign-in and one patient identity across the suite. Here is what moves each way, and what you see because of it.
Dion Clinical is part of Dion Health. It works with Dion Desk for the front desk, MedicalDentalRCM for insurance billing, Patient Engagement for reminders and recall, and Smile Design Lab for lab cases.
InOne sign-in: launch Clinical from the Dion console and land already signed in.
OutThe console’s work board shows Clinical’s open tasks, referrals in flight and unsigned notes beside every other app’s queue.
InAppointments booked or changed at the front desk land on the schedule and the chart at once.
OutForms links, approved care reports and patient messages Clinical prepares are delivered by Desk, which reports back what was sent.
InClaim status comes back to the chart: payments post to the ledger, and a denial goes straight onto the denial worklist.
OutOvernight eligibility checks for upcoming visits feed the estimate; each signed visit’s insurance packet goes to the billing team once your practice is connected.
InDelivery status of every message comes back to the chart.
OutOverdue recalls and unscheduled treatment go out for outreach (switch on per practice); the patient’s own record feeds their portal.
InLab case progress shows on the chart; smile designs appear read-only; an agreed case becomes a request to schedule.
OutLab cases — slip, photos and x-rays — are sent on their own.
InThe finished airway or TMJ report files into the chart, and diagnosis, appliance and outcome updates move the referral forward.
OutReferrals out; Aurea’s doctors work from the chart, the office schedule and the medication list.
InThe balance a patient owes across the suite shows beside the practice’s own ledger.
Out—
InWhether a membership is in force shows on the chart, for planning and estimates.
Out—
InStaff licences and certifications feed the daily compliance board.
Out—
Switching
A practice can start with other Dion apps while its current practice system stays in place. Moving onto Dion Clinical is a later decision, made on your schedule: records come across from the systems it supports, and the old system keeps running until your team signs off.
An owner submits the practice's EIN, NPIs and state license. An onboarding agent collects the rest in a short conversation.
Dion verifies the credentials and approves the practice. Your workspace, owner profile and first location are set up automatically.
Each teammate joins by email invite into onboarding shaped to their role. Records are imported from the systems Dion Clinical supports, and the old system runs alongside until you switch.
Safety & clinician control
One office or many
Who it’s for
Every teammate joins by invite into onboarding shaped to what they actually do.
What runs on its own
Work that runs on a schedule or the moment something happens. Rows marked switch on stay off until a manager turns them on; nothing on this list signs a note or moves money.
Signed notes, consents, visits and chart changes reach the other Dion apps without anyone re-entering them.
Each lab case — slip, photos and x-rays — goes to the lab on its own.
A new CBCT is prepared before anyone asks, so the 3-D views are ready when the doctor opens it.
A scan someone is waiting on is chased and prepared, and the clinician gets a “ready to review” task at the end.
After a superbill is issued, the necessity letter and packet are prepared and sent to Dion MDRCM when your practice is connected.
Upcoming visits get their insurance checked through Dion MDRCM, and verified benefits feed the estimate.
A ranked list of who needs attention today, and why. Suggested work arrives as proposals.
Upcoming visits missing history, insurance, the financial policy or a required consent get one link for Desk to deliver.
Patients overdue for recare are handed to Patient Engagement, inside the limits you set.
Treatment still waiting to be booked is shared with Patient Engagement’s care-gap list.
The day’s schedule is checked before procedures, and each gap becomes a task for whoever closes it.
Overdue tasks move up: higher priority and more eyes on them.
Any recorded visit left without a note becomes a high-priority task.
The structured chart is brought into line with what the notes say — as proposals, or applied when you switch that on.
Patients with both a CBCT and an intraoral scan get per-tooth bone measurements for the clinician to review.
The superbill is issued, the visit summary filed and the insurance packet started.
Action items and the next visit become tasks on the day board.
History and insurance answers land on the chart as patient-reported, for the clinician to confirm.
Payments post to the ledger; a denial goes onto the denial worklist.
Romexis and DS Core exports file to the right patient’s chart.
AI-enhanced or autonomous
Each workflow starts in assist. Where the product can finish the job on its own, a manager switches it on for the practice, inside the limits below. Three acts are never the AI’s under any switch: signing, contacting a patient from a chart update, and billing.
The scribe drafts the note with codes while you talk, and saves as it goes.
Only the author signs · a signed note is addended, never deleted
Changes the notes support — plan status, diagnoses, recall, the tooth chart — arrive as proposals you accept or reject.
Every change attributed and reversible
A submitted history waits on the chart for staff to apply.
The clinician confirms each entry
Staff text the forms link from the chart.
Timing and daily limits you set · hold per office
The recall worklist, with the calls the front desk logs.
Who is reached and how often, set by you · hold per office
The dashboard’s “File tasks” button.
Internal tasks only — it never contacts a patient
Preparation starts from the imaging workspace.
Decision support, clinician-reviewed
Send the packet from the visit’s panel.
Letters go unsigned · a send that keeps failing waits for staff
A ranked list of who needs attention today, and why.
Switch on per practice
Say what the visit needs; each card lands on one tap.
Nothing is saved without a tap
Questions
Dion Clinical is dental practice management software and EMR: the clinical record and the workflow care is delivered through. Charting, perio, treatment plans, scheduling, check-in, forms, imaging, visit notes, the superbill and the patient ledger live on one patient record, in a web browser. Insurance claims run through MedicalDentalRCM and patient payments through Dion Pay, which report back to the chart. The doctor makes every clinical decision.
It is for dental practices from one office to groups. Dentists chart, plan and sign notes, hygienists chart perio, the front desk runs check-in and the day board, and office managers work from worklists. Every office sits in one account with its own chairs, hours and providers, on one patient record, and the schedule shows one office or all of them together. See Dion Clinical for medical practices →
No. A practice can start with other Dion apps while its current practice system stays in place. Moving onto Dion Clinical is a later decision on your schedule. When you move, records are imported from the systems Dion Clinical supports and the old system keeps running alongside until your team signs off. If you use something else, say which when you request access.
The AI drafts and proposes; your team decides. The scribe drafts the visit note with codes proposed, and the note stays a draft until its author reads, edits and signs it. Dion AI turns a spoken request into cards that commit only on a tap. Dion Clinical does not diagnose, nothing reaches a patient until someone taps send, and every clinical decision stays with the doctor.
Before the patient is seated, each visit is checked for the consents its own procedures need, a signed financial policy, medical and allergy history, insurance, and whether the lab case is back before its seat visit. The clinical team also sees what is due, such as radiographs or perio charting. Clearance letters and surgical guides are not checked and stay with your team.
Each keeps its own job. Aurea handles diagnostic work for airway, TMJ and sleep: Dion Clinical sends the referral, files the finished report on the chart and carries the care that follows. Smile Design Lab handles case design and lab fabrication: Dion Clinical sends the lab case, shows the design read-only and records the delivery. The clinical record stays in Dion Clinical.
Dion Clinical keeps each practice's records isolated from every other practice's and writes every read and change of patient information to an audit log. Sign-in supports multi-factor authentication. A signed note is never deleted: later changes are added as addenda, so the record shows what was written and when.
An owner requests access with the practice's EIN, NPIs and state licence. Dion verifies them, your workspace is set up, and teammates join by email invite. Your records are imported and your current system keeps running alongside until your team signs off. You can also watch the AI scribe draft a note from a sample visit first.
Follow a patient from the plan to the visit’s readiness, the encounter, the signed note and the next step, on one current record for the whole practice.