Dental document management software

Keep patient documents where the patient work happens.

BocaSync connects uploaded files, faxes, forms and clinical documents to the patient record so staff can find what they need without chasing attachments across inboxes and folders.

From incoming fax to patient record.

01

Patient-linked files

Store documents against the correct patient so clinical, billing and front-desk teams can work from the same record.

02

Fax intake

Route inbound faxes into a review workflow and assign them to the patient instead of leaving them trapped in a standalone fax inbox.

03

Private access

Use private storage and short-lived signed links rather than public file URLs for patient documents.

Connected recordkeeping

Documents should support the workflow, not become another workflow.

BocaSync is designed to keep forms, faxes, clinical images and uploaded documents connected to the same patient context used throughout the practice.

Document workflows

UploadsInbound faxClinical imagesFormsPatient recordPrivate storage
Less hunting

Give staff one place to find patient documents.