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Glossary

29 terms you’ll meet when buying dental software — defined in plain English, with what our data shows for each.

Ambient AI scribe

AI that listens to the clinical conversation and drafts notes, charting and codes automatically.

BAA (Business Associate Agreement)

The contract a vendor signs to take on HIPAA obligations for the PHI it handles for you.

Case acceptance rate

The share of presented treatment that patients agree to and schedule.

CBCT

Cone-beam computed tomography: 3D X-ray imaging used for implants, endodontics and orthodontics.

CDT codes

The ADA’s Code on Dental Procedures and Nomenclature used on US dental claims.

CE marking (EU MDR)

The EU conformity marking for medical devices under the Medical Device Regulation.

Clearinghouse

A service that checks, formats and forwards dental claims from the practice to many payers.

Cloud PMS

A practice management system hosted by the vendor and used through a browser, with no on-site server.

Data conversion

Moving patient, clinical and financial records from one practice management system to another.

Deferred interest

A financing promotion where interest is waived only if the full balance is paid before the promotional period ends.

Dental charting

The record of each tooth’s condition, existing restorations and planned treatment, kept on a tooth chart.

DICOM

The standard file format and protocol for medical images, including dental X-rays and CBCT.

DSO (dental service organization)

A company that provides business operations to multiple dental practices.

ERA (electronic remittance advice)

The electronic explanation of a claim payment sent by a payer, which a PMS can auto-post to the ledger.

FDA 510(k) clearance

FDA permission to market a medical device shown to be substantially equivalent to one already on the market.

HIPAA

The US law that sets privacy and security rules for protected health information (PHI).

Human in the loop

A design where a person reviews or approves AI output before it takes effect.

Net collection ratio

Collections divided by net production: the share of collectible fees a practice actually receives.

Open API

A documented, publicly available interface that lets other software read and write a product’s data.

Open vs closed architecture

Whether a digital system accepts and exports data from other vendors’ scanners, software and machines.

Periodontal charting

Recording gum health tooth by tooth: pocket depths, bleeding, recession, mobility and furcation involvement.

PMS (practice management system)

The core software that runs a dental practice: scheduling, charting, billing, insurance and reporting.

Real-time eligibility

Instant verification of a patient’s insurance coverage and benefits from inside the PMS.

SOC 2 Type II

An independent audit of a vendor’s security controls over a period of time (usually 6–12 months).

Soft credit check

A credit inquiry that does not affect the applicant’s credit score.

STL, PLY and OBJ files

Open 3D file formats used to exchange scans and designs between scanners, CAD software, labs and printers.

TCO (total cost of ownership)

Everything a product costs over its life: subscriptions, setup, hardware, maintenance and add-ons.

Tooth surfaces and numbering

The letters and numbers used to say exactly where on which tooth a condition or restoration is.

Write-back (PMS integration)

When a connected tool saves its result directly into the practice management system instead of a separate screen.