Auxo
Internal patient management system for BeatrizDental: patient records, invoicing, appointment scheduling, budget tracking, and billing statistics including pending payments, completed payments, and receipts per patient.
Stack
Context
BeatrizDental is a remote dental office administration service — real humans managing appointment follow-ups, budget closings, and patient financing coordination on behalf of dental practices. The service competes on the human experience: patients speak with a real person, not a chatbot. Dental practices trust BeatrizDental with their reputation.
The internal tooling that makes that service possible needed to be equally well-engineered. Auxo is the patient management system that BeatrizDental’s team uses to track every patient interaction, from first contact to final payment.
Patient Records
Each patient in Auxo has a profile that accumulates over the course of their treatment relationship: contact details, which practice they belong to, their full treatment plan, and the complete history of budget proposals, approvals, modifications, and payments. Records are never deleted — the history is the audit trail. If a patient disputes a charge six months later, the answer is in Auxo.
Budget and Treatment Tracking
Dental treatments involve multi-stage billing. A patient might approve a budget for four procedures, complete two, pause for three months, and then return. Auxo models this as a timeline of line items — each with a status (proposed, approved, completed, invoiced, paid) — rather than a flat invoice.
This matters for BeatrizDental’s specific workflow: they manage the communication and coordination, but the patient’s relationship is with the dental practice. The line-item view lets both parties see exactly where each patient stands at any point in the treatment arc, without reconstructing it from a stack of PDFs.
Billing and Payment Dashboard
Auxo tracks three financial states per patient: pending (invoiced but not yet paid), completed (payment received), and receipts issued. The billing dashboard surfaces the aggregate view per practice: how much is pending across all patients, how much was collected this month, and which patients have outstanding balances past 30 days.
This replaces the previous approach — a spreadsheet per practice — with a unified view that BeatrizDental’s operators can check in under a minute.
Why Custom Software
Off-the-shelf dental practice management software is built for the practices themselves: dentists, chairside assistants, front desk staff managing a single location. There is no model in those systems for a remote third-party administrator managing multiple practices simultaneously with their own view of each.
Auxo was built for exactly that context: multiple practices, unified operator view, BeatrizDental as the intermediary. It’s not a generic tool adapted to fit a workflow — it’s software that describes the workflow directly.
Stack
Vue.js frontend optimized for data entry speed — the interface is used under active phone calls and needs to surface information instantly. Express + PostgreSQL backend, with the patient and billing tables designed for multi-practice queries. No third-party billing integrations: all patient financial data stays in-house.