Orthodontics Workflow Automation System

OrthoFlow is a web-based orthodontic clinic workflow automation system designed to support patient care, clinical documentation, student case supervision, clinic queue handling, reporting, inventory tracking, and administrative auditing in a teaching-hospital environment.

Orthodontics Workflow Automation System cover image

Team

Supervisors

Table of Contents

  1. Introduction
  2. Solution Architecture
  3. Software Design
  4. Testing and Validation
  5. Conclusion
  6. Links
  7. OrthoFlow Documentation

Introduction

Orthodontic clinics often depend on paper records, scattered patient histories, and manual coordination between clinicians, students, nurses, reception staff, and administrators. This can slow down record retrieval, make treatment progress harder to trace, and reduce visibility into daily clinic operations.

The Orthodontics Workflow Automation System addresses this by centralizing patient records, visits, dental charts, clinical notes, diagnosis details, treatment plans, documents, queue activity, materials usage, payment records, reports, and audit logs into a single browser-based platform.

Solution Architecture

The system follows a client-server architecture. The frontend in codes/Frontend is a React and Vite application that provides role-aware browser interfaces. The backend in codes/Backend is a Node.js and Express API server connected to a MySQL database.

In production, the system is designed to run with:

Software Design

The backend is organized around REST API modules for authentication, users, patients, visits, clinic queue entries, documents, dental charts, clinical notes, payment records, patient materials, student cases, inventory, reports, and audit logs. Middleware is used for validation, authentication, role-based access control, uploads, rate limiting, and error handling.

The frontend is organized around route-based pages and reusable components. It supports dashboards, patient directory workflows, patient profile tabs, dental chart PDF versioning, document uploads, clinic queue management, student case supervision, inventory management, user management, analytics, reports, audit logs, and settings.

Testing and Validation

The system has been validated through local development checks, backend health checks, API workflow testing, frontend route verification, role-specific access checks, production deployment smoke testing, and repeated cloud deployment verification.

Key verified workflows include login, Google Sign-In, patient registration, team assignment, visits, live queue updates, dental chart PDF generation, document upload and download, inventory changes, student case access, reports, audit-log filtering, and email-based password reset.

Conclusion

The project provides a working digital workflow platform for orthodontic clinic operations. It replaces several manual and fragmented processes with a centralized, role-aware web application that can support day-to-day clinical work, teaching-hospital supervision, administrative control, reporting, and future institutional expansion.

OrthoFlow Documentation

OrthoFlow is an orthodontics workflow automation system built for patient care, clinic queue handling, student case supervision, records management, reporting, and administrative auditing.

This documentation is written for future maintainers, technical officers, IT staff, and project stakeholders who need to understand, deploy, and maintain the system.

  1. System Overview
  2. Architecture
  3. Data Storage
  4. Cloud Deployment
  5. Environment Variables
  6. Operations and Maintenance
  7. Troubleshooting

Repository Layout

.
├── codes/
│   ├── Backend/      Node.js/Express API
│   └── Frontend/     React/Vite frontend
├── docs/             Handover and maintenance documentation
└── README.md         Project entry point

Key Services Used in Production