Track every patient from consultation to completion. Manage treatment sequences, referrals, and recall schedules in one visual board your whole team can see.
100% free. No credit card required.
You shouldn't also be losing track of patients, referrals, and follow-ups across scattered systems.
Treatment plans live in paper charts, spreadsheets, and your PMS — none of them give you the full picture at a glance.
Patients slip through the cracks between visits. Six-month cleanings, post-op checks, and pending acceptances fall off the radar.
You refer a patient to an oral surgeon or endodontist and never hear back. Records return late — or not at all.
Set it up in 2 minutes. No training needed.
Open the template and customize stages: New Consultation, Diagnostic, Treatment Planning, In Progress, Follow-Up, and Completed. Add your team.
Create a card for each patient. Add treatment type, urgency, insurance status, and assigned provider. Drag cards between stages as they progress.
The board flags patients approaching their recall date. AI summarizes your caseload and suggests next steps so nothing falls through the cracks.
Built specifically for the way dental teams actually work — from single-provider offices to multi-location groups.
See every patient's status at a glance. Cards flow from consultation through treatment to completion. Filter by provider, urgency, or treatment type.
Plan multi-visit procedures in the correct order. Map out implant placements, full-mouth rehabs, and orthodontic timelines with dependencies between steps.
Monitor every referral to oral surgeons, endodontists, and periodontists. See who's been referred, who's been seen, and when records are due back.
Patients due for cleanings, X-rays, or periodontal maintenance are flagged automatically. Proactive recall keeps patients healthy and revenue steady.
Every patient, every stage, every provider — on one visual board. No more digging through charts or chasing sticky notes on the front desk.
Start FREE"We went from sticky notes on the front desk to a board the whole team checks every morning. No more missed recalls."
Dr. Sarah M. · General Dentist, 2-provider practice"Referral tracking alone saved us hours a week. We finally know which patients are waiting on specialist reports."
Jessica L. · Practice Manager"Setting it up took 5 minutes. My hygienists started using it the same day without any training."
Dr. Michael R. · Pediatric DentistOverboard uses enterprise-grade encryption in transit and at rest. For HIPAA-sensitive information, we recommend using patient initials or case numbers rather than full names, and enabling the private board setting so only authorized team members have access.
Yes. Each patient card includes fields for estimated cost, insurance coverage, patient portion, and payment status. This helps the front office manage financial conversations proactively.
The collaborative board is accessible from any location. Each office can have its own columns or use shared columns for patients who visit multiple locations. Real-time sync ensures everyone sees the latest status.
Overboard supports export to CSV and PDF for easy data transfer. The board is designed to complement your existing PMS by providing the visual treatment planning layer that most dental software lacks.
Yes. Overboard's free plan includes unlimited boards, up to 5 team members, and full AI access. No credit card required, no time limit. The Dental Treatment Planner template is available on the free plan.
Open the Dental Treatment Planner template and set it up for your practice in under 5 minutes. Free, visual, and built for the way dental teams work.