The practice journey,
in one system
Five chapters. Every tool you need, in the order you need it. The free tier gives you a complete market picture — Pro unlocks everything else.
Understand the Market
Know if the opportunity is real before you commit to anything.
Live competitor counts from the NPPES NPI registry, population data from US Census, and a proprietary market-readiness score that weighs the factors that actually predict whether a location and timeline will work.
- Dentist-supply density vs. the national benchmark — not just raw headcounts
- HRSA dental shortage-area flag and demand demographics (households with children, school-age population)
- Zero setup — no API key required, runs in minutes
Score any US ZIP on our proprietary Dental Demand Index — a single 0–100 number that tells you how underserved that market is, without you having to interpret four separate data sets yourself. Compare up to 3 ZIPs side by side in Pro.
Compare states and counties on population, age, and income. Lock in a target market and it calibrates every benchmark in the app and enriches the AI Copilot with local context.
Every market analysis shows the shape of the competition, not just a count: how many practice locations, the solo-vs-group mix, saturation by specialty, and how much new provider activity has appeared in recent years.
Maps the providers in your area who refer to your specialty — with names, addresses, and phone numbers — plus local study clubs. Tailored per specialty (ortho ← general & peds, and so on).
Context-aware guidance enriched with your target county and your plan's live signals. When it suggests a move, it hands you a one-click chip that jumps straight into the right tool. Powered by Claude on Pro (hosted, no API key needed) or your own key; free accounts get a built-in offline assistant with no setup at all.
Pick a lifestyle persona — family-first suburb, high-growth metro, underserved rural, affordable, or a balanced mix — and every county in the US gets ranked on the priorities that actually matter to you, not just raw demand.
- National choropleth map plus a ranked list, each with its own "why this county" drivers
- Adjust the weighting live and watch the ranking reorder — or browse every county and city directly
- Practice OS add-on layers in county- and ZIP-level employer density and payer mix, so you can gauge the local commercial-insurance base before you commit to a market
Plan the Space
Lock in the right location and know your build-out cost before you sign anything.
Specialty-calibrated space requirements for open-bay vs. private operatory layouts, with a candidate site tracker to compare multiple locations before you commit.
- Lease vs. buy analysis with true occupancy cost over the full term
- Clause red-flags to negotiate: personal guarantee, escalations, TI allowance, relocation rights
- Per-sq-ft build-out cost ranges calibrated to your practice type
Permits (building, plumbing, HVAC, CO), entity and banking checklist, construction milestones, and an ADA accessibility checklist per 28 CFR Part 36 — nine items before your inspector walks in.
Line-item equipment costs with vendor bid comparison across traditional, commercial, and local-trade pricing. Costs flow directly into your lender package — no copy-paste.
Model the Money
Most practices that fail don't run out of patients — they run out of cash first.
Month-by-month cash projection from opening day — see your breakeven month, your lowest cash point, and exactly how much cushion you need before you sign anything.
- Real insurance A/R lag: month-one collections reflect the actual claims-payment delay, not instant-cash
- Breakeven grounded in real area treatment fees for your specialty, not industry averages
- Production vs. collections levers: test price, patient volume, and opening cash before you commit
Amortized SBA debt-service schedule, DSCR readout, balanced sources-and-uses, and a manual owner-compensation line — built from your own numbers, not a generic template. A loan-readiness view shows how a lender will read your file (cash-flow coverage, credit, liquidity, experience) before you ever apply.
Total the true occupancy cost over the full term and flag the clauses that cost the most: personal guarantee, escalations, missing TI allowance, relocation and demolition rights.
Executive Summary, Equipment LOI, and Practice Overview — pre-filled from your completed phases. AI-drafted with a deterministic offline fallback so you always get a clean document.
Build the Operation
Everything that has to be running on day one — staffing, compliance, credentialing, and marketing.
Staffing built on real BLS wage data localized to your metro — add, remove, or resize every role and see the true annual payroll. Milestone timeline keyed to your open date.
- Nationwide coverage: 403 metros, 54 states, 33,791 ZIPs — with state and national fallback
- Full OSHA/HIPAA compliance checklist and tech-stack recommendations per specialty
- Milestone timeline from entity formation to open-day walk-through
Default payer list for your specialty (Delta Dental, BCBS, Aetna, Cigna, MetLife, and more). Track submitted and approved dates, add notes, and get in-app alerts — deadline reminders keyed to your open date, plus flags for applications stuck in review too long.
Campaign timeline anchored to your open date, specialty-tailored channel budget, and a cost-per-acquisition check to validate whether your budget can actually hit your new-patient goal.
Ready job descriptions, BLS-localized pay ranges, interview questions, and an onboarding checklist — tracked from job posting to hired for every role.
See how each insurance contract pays relative to your full fee schedule, side by side — so you know which plans to sign, renegotiate, or drop before you lock in.
Your practice name drives your LLC filing, domain, signage, and Google Business Profile — lock it down early. Then a staged rollout gets your website live with enough runway for domain age to actually help your SEO before you open.
- Name, domain, and brand-identity tracker feeding directly into your build-out and marketing plans
- A 5-step digital-presence timeline: register your domain day one, a landing page within two weeks, full site three-plus months before opening
- Every step keyed backward from your target open date so nothing launches too late to help
Launch & Run
Opening day isn't the finish line — it's the start of everything that matters most.
Your entire plan, synthesized in real time on the home screen: a readiness verdict and score, the signals that need attention (a credentialing deadline approaching, a cash-flow gap, a financing window closing), and your single best next action, one click away.
- One screen, always your most important signal, even as your plan evolves week to week
- Credentialing deadlines surface on the briefing itself, so a stalled payer application can't hide in a sub-page
- The nervous system of the whole tool: every phase you build feeds it, and it hands you back the next move
Countdown to open day with every milestone tracked. Sign off on compliance items, confirm credentialing, and generate a go/no-go readiness assessment before day one.
Monthly KPIs against ADA benchmarks, with your financed pro-forma trajectory overlaid — so variances in collections and overhead surface immediately, not at year-end.
Median overhead %, new-patient ramp, and breakeven month from real practices at the same stage — seeded from ADA Health Policy Institute data.
Save your completed plan as a reusable blueprint — addresses, contacts, and brand names redacted automatically at save time.
Publish a proven blueprint for free and let other owners clone it into their own workspace, pre-filled and ready to customize — or browse and clone what's already been shared before you build your own plan from scratch.
- Publishing is free — a Pro license lists it, and browsing or cloning is open to everyone
- A publish-preview shows exactly which phases will go public before you confirm, on top of the redaction already applied at save time
- Filter the catalog by specialty and budget band to find a plan close to your own situation
Every tool, running on real data
No mockups — these are live screenshots from the app itself, running against real Census, NPPES, and BLS data.
Built for dentists and specialists who are serious about getting this right
New graduates
Making the decision between associateship and ownership. Use the feasibility score to evaluate a specific market before committing to anything.
Associates planning their exit
Have a target zip code and a timeline. Need a credible financial model and a step-by-step operational plan before approaching a lender.
Specialists (ortho, peds, endo, OS)
Every analysis is calibrated to your specialty — space planning, staffing ratios, equipment costs, competitor taxonomy, and production benchmarks.
Practice owners expanding
Adding a second location or relocating. Compare multiple markets side by side before you commit. Unlimited projects in Pro.
What you get in each tier
Start free to validate the opportunity and get organized. Upgrade to Pro to model the money, plan the build-out, and run the launch.
| Capability | Free | Pro |
|---|---|---|
| Validate & get organized | ||
| Guided onboarding & project setup | ✓ | ✓ |
| Feasibility analysis | ✓ | ✓ |
| Live market data (NPPES + Census) | ✓ | ✓ |
| Dentist supply density + HPSA flag | ✓ | ✓ |
| Site Intelligence — Dental Demand Index | 3 ZIPs | ✓ |
| Owner Briefing (readiness score + next actions) | ✓ | ✓ |
| Startup checklist & timeline | ✓ | ✓ |
| Insurance credentialing tracker | ✓ | ✓ |
| Vendor & contractor directory | ✓ | ✓ |
| Document vault | ✓ | ✓ |
| Blueprint Library | ✓ | ✓ |
| PPO Fee Analyzer | ✓ | ✓ |
| Daily backups & data export | ✓ | ✓ |
| AI Copilot (included · free: limited · Pro: unlimited) | ✓ | ✓ |
| Plan the money & the space | ||
| Market Explorer | — | ✓ |
| Competitor Intel (market composition) | — | ✓ |
| Where to Practice | — | ✓ |
| Budget & equipment modeling | — | ✓ |
| Real estate & space planning | — | ✓ |
| Build-Out manager | — | ✓ |
| Cash-Flow Simulator | — | ✓ |
| Lease Analyzer | — | ✓ |
| Lender Package | — | ✓ |
| Document Package | — | ✓ |
| Brand, launch & run | ||
| Branding Hub | — | ✓ |
| Digital Presence planner | — | ✓ |
| Referral Network | — | ✓ |
| Operations & compliance | — | ✓ |
| Marketing Launch Planner | — | ✓ |
| First-Team Hiring Kit | — | ✓ |
| Launch Readiness | — | ✓ |
| Practice Health Scorecard + Peer Benchmarks | — | ✓ |
| Plan-vs-Actual tracking | — | ✓ |
| Multi-site ZIP comparison | — | ✓ |
| Design & Floorplan handoff | — | ✓ |
| AI Copilot — live model | — | ✓ |
| Projects | ||
| Concurrent projects | 1 | Unlimited |
Free forever — no credit card. Upgrade to Pro anytime from inside the app.
↓ See what each tool does
How Practice Pioneer compares
Most dentists plan a practice launch with a patchwork of spreadsheets, a consultant, and a stack of PDFs from their lender. Practice Pioneer replaces that patchwork with one guided tool.
| Capability | Practice Pioneer | Spreadsheets + consultant |
|---|---|---|
| Pricing | ||
| Free tier to start | ✓ | — |
| Pricing model | One-time license | Hourly consulting fees |
| Data stays on your device | ✓ | — shared docs / cloud sheets |
| Market & feasibility | ||
| Live NPPES + Census market data | ✓ | — manual research |
| Weighted feasibility score across 5 signals | ✓ | — |
| Financial modeling | ||
| Cash-flow & break-even simulator | ✓ | Consultant builds it |
| Auto-generated lender package | ✓ | — you assemble it |
| Lease vs. buy / lease analyzer | ✓ | — |
| Launch execution | ||
| Insurance credentialing tracker | ✓ | Spreadsheet |
| Build-out & equipment budget manager | ✓ | — |
| AI Copilot answers plan-specific questions | ✓ | — |
| Includes free OrthoTruss™ Studio for day one | ✓ | — separate PMS purchase |
One-time license. Yours to keep.
Free
$0
No credit card needed
- ✓ Full feasibility analysis
- ✓ Live NPPES & Census market data
- ✓ Checklist, credentialing & vendor tracking
- — Budget, real estate, build-out & financing
- — Planners, scorecard & live AI Copilot
Free forever · upgrade to Pro anytime in-app
One-time purchase — no recurring fees, no renewal. License is bound to one machine.
Your financials never leave your machine: every plan, projection, and lender package stays local on your PC.
10-day refund if it doesn't run on your machine. Questions? licenses@orthotruss.com
Once you're open, an optional Practice OS add-on ($29/mo, cancel anytime) layers snapshot & trend tracking onto Feasibility, Market Explorer, and Staffing Benchmarks for ongoing post-launch monitoring. Entirely opt-in — Pro works fully without it.
Also from OrthoTruss: Tanit, our tax co-pilot for healthcare professionals. New practice owners qualify.
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Common questions
Are there any recurring or monthly fees?
No. The Free tier is free forever, and Pro is a single one-time license — no renewal, no per-patient fees, and you keep the version you buy. The only recurring charge in the whole product is Practice OS, a fully optional $29/mo add-on for post-launch snapshot & trend tracking plus pre-launch Employer & Payer data in Where to Practice — cancel anytime, and Pro works completely without it.
Does it work offline, and is my data private?
Yes. It is a Windows desktop app that runs entirely on your computer. Your plan and numbers stay on your machine — nothing about your practice is uploaded to OrthoTruss™ servers — and the app auto-backs-up daily. Live market data (NPPES, US Census) is fetched read-only when you request it. AI Copilot prompts are sent to our hosted AI service to generate a reply, and if you opt in to Peer Benchmarks, your anonymized KPIs are stored to seed comparisons for other practices. The free tier also sends an anonymous counter when a locked Pro feature is viewed (just the feature name and app version, with no account, machine, or plan information), which we use to decide what to build next.
Which dental specialties does it support?
General dentistry, orthodontics, pediatric dentistry, endodontics, periodontics, oral surgery, prosthodontics, and multi-specialty. Space planning, staffing costs, equipment budgets, cash-flow defaults (AR lag, variable cost, ramp-to-maturity timeline), competitor taxonomy, and production benchmarks are all calibrated to the specialty you select at intake.
What is free versus Pro?
Free includes the full feasibility analysis, live NPPES and Census data with dentist-supply density and dental shortage-area flag, a Dental Demand Index (DDI) score for up to 3 ZIP codes, the startup checklist, insurance credentialing tracker with specialty-specific payer list and deadline alerts, vendor and document tracking, and a built-in offline AI Copilot. Pro ($529 intro / $1,499 regular — one-time) adds the Market Explorer, Where to Practice, budget and real-estate modeling, build-out manager (permits, entity, ADA checklist), cash-flow simulator with empirical break-even, lease analyzer, lender package PDF, document package generator, referral network builder, marketing planner, hiring kit, launch readiness, practice health scorecard, Plan-vs-Actual tracking, peer benchmarks, unlimited site-intelligence reports, multi-site ZIP comparison, the live AI Copilot, and unlimited projects. After you're open, an optional Practice OS add-on ($29/mo, cancel anytime) layers post-launch snapshot & trend tracking onto Feasibility, Market Explorer, and Staffing Benchmarks, plus pre-launch Employer & Payer data in Where to Practice — Pro works fully without it.
What do I need to run it, and what if it doesn’t work?
It runs on Windows 10/11. macOS is coming soon. If Pro doesn’t run on your machine, there’s a 10-day refund — email licenses@orthotruss.com.