HIPAA-Compliant Software for Dental and Orthodontic Practices

Build secure patient tracking, staff management, and operational tools for your dental or orthodontic practice. No code required, BAA included.

Dental and orthodontic practices handle more patient data around their clinical software than most operators realize, adding workflow complexity and HIPAA compliance risk.

Knack Health gives dental and orthodontic teams a no-code platform to build and manage all the systems they need in one place — complete with encryption, role-based access, signed BAA, and audit logs included. 

What dental and orthodontic teams build with Knack Health

Patient Referral Tracking

Track incoming referrals from GPs, specialists, and patient sources. Log status, assign follow-up owners, and report on conversion by source.

Patient Communication

Send automated appointment reminders, follow-up emails, and treatment updates directly from your Knack app. Keeps communication tied to patient records without a separate tool.

Treatment Progress Tracking (Orthodontics) 

Track aligner stages, appointment milestones, and case progress for active orthodontic patients — a lightweight layer outside your clinical system for practices managing large aligner caseloads.

Staff Credentialing and HR Records 

Maintain HIPAA-compliant records for staff licenses, certifications, and continuing education. Set expiration alerts and restrict access by role.

Patient Consent and Intake Forms 

Build custom digital intake and consent forms that feed into a secure database. No PDFs in email inboxes, no form tools without a BAA.

Multi-Location Reporting 

Consolidate operational data across locations for group practices and DSOs. Build dashboards that roll up patient volume, referral activity, or staff metrics without a custom integration.

Built for practices that need more
flexibility than their Practice
Management System allows

Independent and Group Dental Practices 

You run a lean team and can't wait on a software vendor's roadmap. Knack Health lets you build what you need — a referral tracker, a staff database, a patient intake system — without developers or enterprise contracts.

Orthodontic
Practices 

Long-term treatments need tracking beyond standard clinical software. Knack Health helps manage aligner stages, imaging lab coordination, and treatment milestones in one secure platform.

DSOs and Multi-
Location Operators

Manage compliance, credentialing, and reporting across locations with centralized data and secure, location-based access controls.

HIPAA compliance built in, not bolted on

Signed BAA Included 

Every Knack Health account comes with a signed Business Associate Agreement. Not something you have to request. Not a paid add-on. Standard.

Encrypted Data and Role-Based Access 

Patient data is encrypted at rest and in transit. Role-based permissions let you control exactly who on your team can view, edit, or export sensitive records.

Record Change Logs 

Every change to a patient or staff record is logged with a timestamp and user attribution. That's not just good practice — it's part of what auditors look for.

What our users are saying

“Knack is instrumental in the daily running of the business. It literally runs every facet of our company, from front to back. In the beginning, it probably took me three or four days to build out a new section. Now I can build something new in under an hour.”

JD Worley​

CEO, Curetech​

“The two things that were really a game changer for me with Knack was that they were keeping up with the HIPAA rules and regulations. There was a big change last year and they were keeping up with the change.”

Joe Luzi

Founder, Social Health Research

“Knack allows an enormous amount of flexibility but is also very robust. Usually, robustness is compromised when you introduce malleability, but in Knack’s case, I haven’t experienced that.”

Amir Gander

Royal Free London NHS Foundation Trust, University College London Director

Plans and Packages

Choose the level of compliance and support your team needs.

HIPAA Core

Ideal for:
Clinics, practices, and healthcare teams with core HIPAA and security requirements.

Starting at $625

Features:

  • HIPAA-ready hosting and signed BAA

  • Encrypted data storage and transfer

  • Record change log history

  • Real-time scheduling and appointment booking
  • Access to healthcare templates
  • Fully HIPAA-compliant AI app builder

  • Unlimited app users and builders

HIPAA Enterprise

Ideal for:
Larger healthcare organizations and networks with advanced security, integration, or support needs.

Contact for pricing

Features:

  • Everything in HIPAA Core
  • Dedicated or isolated infrastructure options
  • Priority support and SLAs
  • Advanced integration and automation support
  • Custom onboarding and migration assistance
  • Security documentation support for vendor reviews

Build the operational tools your practice actually needs.

Start with a free trial. A signed BAA and HIPAA-compliant infrastructure are included from day one.

Dental and Orthodontic Software FAQs

Is Knack Health a replacement for my practice management system?
It depends on the practice. Some teams use Knack Health as a full operational system. Others use it alongside an existing PMS to handle workflows their clinical software doesn’t cover well — referral tracking, lab management, staff records, reporting dashboards. Knack Health is not a clinical charting or billing platform, but for operational and administrative workflows, it can serve as the primary system.
Yes. A signed BAA is included with every Knack Health account. You do not need to request it separately or upgrade to access it.
Yes. Any dental or orthodontic practice that electronically transmits or stores protected health information — which includes virtually every modern practice that handles billing, charting, or patient communication — is a covered entity under HIPAA. That applies regardless of practice size.
Yes. Knack Health supports custom form builds with encrypted data submission, role-based access to submissions, and a signed BAA covering the entire data flow. Forms feed directly into your Knack database — no third-party form tools required.

Knack Health starts at $625 per month and includes unlimited users. See full pricing at Knack.com/Health/Pricing 

Yes. Knack Health supports multi-location setups with location-level access controls. Each site can have its own user permissions while operational data rolls up to a centralized view for group-level reporting.
Most teams have a working version of a basic tracker or intake form within a day or two of starting. More complex builds — multi-location dashboards, multi-role portals — typically take one to two weeks depending on how much customization is involved.