GITNUXSOFTWARE ADVICE
General KnowledgeTop 10 Best Dental Planning Software of 2026
Compare the Top 10 Best Dental Planning Software options for 2026. See rankings and tool picks like Dentrix and Eaglesoft.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Dentrix
Treatment planning tied to tooth charting that updates within documented encounters
Built for dental practices needing integrated charting-to-planning workflows at scale.
Eaglesoft
Surface-level procedures inside chart-driven treatment plans for structured case presentation
Built for dental teams needing detailed chart-based treatment planning and documentation.
Open Dental
Treatment planning workflows connected directly to the patient chart and clinical history
Built for dental practices needing structured treatment planning inside a full office workflow.
Related reading
Comparison Table
This comparison table evaluates Dental Planning Software tools used for scheduling, treatment charting, and plan documentation, including Dentrix, Eaglesoft, Open Dental, DentalPlans, CareStack, and other widely deployed platforms. It highlights how each system supports clinical workflows, patient-facing treatment summaries, and day-to-day coordination across the dental office. Readers can use the table to compare feature coverage and operational fit across common planning scenarios.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Dentrix Practice management software that supports treatment plan creation and approval workflows for dental teams. | practice management | 8.1/10 | 8.5/10 | 7.9/10 | 7.8/10 |
| 2 | Eaglesoft Dental practice management software with treatment planning tools, charting support, and patient-facing plan presentation. | practice management | 8.2/10 | 8.6/10 | 7.8/10 | 8.0/10 |
| 3 | Open Dental Open-source dental practice management with treatment planning features tied to patient charts and appointments. | open-source | 7.8/10 | 8.3/10 | 7.1/10 | 7.8/10 |
| 4 | DentalPlans (Treatment Planning) A dental planning and benefits enrollment platform used by practices for plan setup and patient plan selection workflows. | managed planning | 7.3/10 | 7.6/10 | 7.2/10 | 7.1/10 |
| 5 | CareStack Dental practice management with scheduling, patient communication, and treatment planning documentation for clinical teams. | practice management | 8.0/10 | 8.4/10 | 7.8/10 | 7.6/10 |
| 6 | SimplePractice Patient intake and treatment planning workflows with practice management capabilities for health and dental providers. | workflow management | 7.4/10 | 7.2/10 | 8.3/10 | 6.9/10 |
| 7 | Dentem Practice management and dental workflow software that supports treatment planning processes for dental clinics. | clinic software | 7.4/10 | 7.3/10 | 8.0/10 | 6.9/10 |
| 8 | Dental Office Manager (DOM) Practice management software that provides tools for treatment planning and patient records management. | practice management | 7.7/10 | 7.7/10 | 8.2/10 | 7.2/10 |
| 9 | DentalMaster Dental practice management software with treatment planning support, charting, and appointment workflows. | practice management | 7.2/10 | 7.2/10 | 7.6/10 | 6.7/10 |
| 10 | MediData Dental Practice Management Dental practice management and clinical workflow software that includes treatment planning and documentation capabilities. | clinic software | 6.8/10 | 6.7/10 | 7.2/10 | 6.5/10 |
Practice management software that supports treatment plan creation and approval workflows for dental teams.
Dental practice management software with treatment planning tools, charting support, and patient-facing plan presentation.
Open-source dental practice management with treatment planning features tied to patient charts and appointments.
A dental planning and benefits enrollment platform used by practices for plan setup and patient plan selection workflows.
Dental practice management with scheduling, patient communication, and treatment planning documentation for clinical teams.
Patient intake and treatment planning workflows with practice management capabilities for health and dental providers.
Practice management and dental workflow software that supports treatment planning processes for dental clinics.
Practice management software that provides tools for treatment planning and patient records management.
Dental practice management software with treatment planning support, charting, and appointment workflows.
Dental practice management and clinical workflow software that includes treatment planning and documentation capabilities.
Dentrix
practice managementPractice management software that supports treatment plan creation and approval workflows for dental teams.
Treatment planning tied to tooth charting that updates within documented encounters
Dentrix stands out by centering dental treatment planning workflows around charting, documentation, and chairside-to-clinical handoffs. The software supports procedure planning with tooth-level charting, diagnostic imaging integration, and encounter documentation that map directly to treatment plan items. Dentrix also ties planning into scheduling and claims-oriented records, which helps standardize plan creation and follow-through. Built for day-to-day practice operations, it focuses more on clinical record continuity than on high-end consumer-style planning dashboards.
Pros
- Tooth charting and procedure planning link directly to clinical records
- Treatment plan outputs stay consistent with documented encounters
- Imaging and chart data support planning without leaving the workflow
- Scheduling integration helps track planned care into upcoming visits
- Practice reports support review of planned versus completed services
Cons
- Advanced planning workflows can require setup and customization
- Some planning views feel less modern than standalone planning tools
- Workflow efficiency depends heavily on data cleanliness and templates
- Limited visual patient-facing planning depth compared with niche tools
Best For
Dental practices needing integrated charting-to-planning workflows at scale
More related reading
Eaglesoft
practice managementDental practice management software with treatment planning tools, charting support, and patient-facing plan presentation.
Surface-level procedures inside chart-driven treatment plans for structured case presentation
Eaglesoft stands out with deep dental practice planning workflows that connect treatment planning documentation to appointment execution and clinical charting. Core capabilities include comprehensive charting, imaging integration, surface-level procedures, and chart-driven treatment plans for organized case presentations. The software supports multiple clinician roles and provides tools for documenting exams, diagnoses, and planned services in a structured manner.
Pros
- Chart-driven treatment planning ties documentation to planned procedures
- Strong clinical charting supports exams, diagnoses, and surface-specific detail
- Integrated imaging and case materials streamline presentation workflows
- Workflow supports multi-provider care with consistent plan records
- Documentation structures improve reuse across follow-up visits
Cons
- Dense clinical feature set can slow adoption for new users
- Treatment plan navigation can feel complex without training
- Planning work depends on consistent charting setup upfront
Best For
Dental teams needing detailed chart-based treatment planning and documentation
Open Dental
open-sourceOpen-source dental practice management with treatment planning features tied to patient charts and appointments.
Treatment planning workflows connected directly to the patient chart and clinical history
Open Dental distinguishes itself with a full dental office planning and administration workflow that centers on patient charting, appointment scheduling, and operational documentation. Core capabilities include treatment planning, clinical chart modules, appointment management, and day-to-day practice tasks tied to patient records. Planning outputs stay connected to the underlying patient chart, so plan updates and clinical notes can be tracked in the same record structure. The system is strongest for practices that want structured dental workflows rather than standalone diagramming or export-first planning.
Pros
- Integrated treatment planning tied to detailed patient chart records
- Appointment scheduling supports day-to-day workflow planning
- Operational documentation stays linked to clinical information
Cons
- Planning workflows can feel complex for new users
- Setup and customization require practice-specific configuration
- Visual planning output depends on module usage and templates
Best For
Dental practices needing structured treatment planning inside a full office workflow
DentalPlans (Treatment Planning)
managed planningA dental planning and benefits enrollment platform used by practices for plan setup and patient plan selection workflows.
Patient-facing treatment plan documentation built around procedure-based case structures
DentalPlans focuses on treatment plan creation and plan sharing for dental workflows. The tool supports case setup, clinical note entry, and structured plan documentation that can be used for patient-facing explanations. It also emphasizes organization around dental procedures so teams can keep records consistent across visits. The overall experience centers on planning rather than full practice management or billing automation.
Pros
- Straightforward treatment plan setup for organized clinical documentation
- Patient-ready plan outputs support clearer case explanations
- Procedure-focused structure helps standardize planning across visits
Cons
- Limited depth for complex workflow orchestration beyond planning
- Collaboration and version control options appear minimal for large teams
- Not a comprehensive practice management system for end-to-end operations
Best For
Clinics needing repeatable dental treatment plan documentation and patient sharing
More related reading
CareStack
practice managementDental practice management with scheduling, patient communication, and treatment planning documentation for clinical teams.
Case workflow tracking with task assignment tied to each patient plan
CareStack focuses on planning and coordinating patient care journeys with a workflow-first dental experience. It supports charting, task assignment, and structured case documentation so clinicians can track progress from planning to follow-through. The system emphasizes operational visibility across care teams rather than isolated charting tools. Centralized histories and consistent templates help reduce missed steps during multi-appointment treatments.
Pros
- Workflow-driven case tracking with clear task ownership for care teams
- Structured documentation supports consistent dental planning across appointments
- Case histories improve follow-up continuity during multi-step treatments
- Team visibility reduces missed actions between clinical and administrative roles
Cons
- Dental-specific depth can lag behind comprehensive practice management suites
- Complex workflows may feel heavy for small teams with simple cases
- Reporting customization for dental KPIs can be limited compared to BI tools
Best For
Practices needing structured dental care planning and team workflow visibility
SimplePractice
workflow managementPatient intake and treatment planning workflows with practice management capabilities for health and dental providers.
Configurable intake forms that convert into structured session notes and documents
SimplePractice stands out with an all-in-one practice workflow that combines scheduling, patient intake, and document handling in one place. Core capabilities include configurable intake forms, secure messaging, session notes, and automated appointment reminders. For dental planning specifically, it supports structured visits and plan documentation, but it lacks dedicated dental treatment-planning modules like surface-level charting and tooth-specific progress tracking.
Pros
- Scheduling and intake forms connect directly to visit documentation
- Secure messaging keeps clinical and administrative communication in-system
- Templates for notes and documents speed consistent record keeping
- Appointment reminders reduce missed appointments without extra tooling
Cons
- Tooth charting and tooth-specific treatment plans are not core
- Care plan workflows do not match dedicated dental planning depth
- Reporting is limited for dental milestones and planned procedures
- Customization can require setup time to fit clinic processes
Best For
Small dental practices needing intake and scheduling with basic plan records
Dentem
clinic softwarePractice management and dental workflow software that supports treatment planning processes for dental clinics.
Treatment plan generator that organizes clinical findings into clinician-friendly care documents
Dentem focuses on chairside dental treatment planning by turning clinical inputs into structured, shareable care plans. The workflow supports exam-to-plan documentation and helps teams standardize plan layouts across patient cases. Dentem is geared toward planning clarity and plan communication rather than broad practice management depth. Integration and advanced automation are comparatively limited compared with all-in-one dental suite platforms.
Pros
- Structured treatment plan templates improve consistency across clinicians
- Clear plan presentation helps teams communicate next steps to patients
- Fast documentation flow reduces time spent reformatting case notes
Cons
- Limited evidence of deep scheduling and billing functionality
- Fewer advanced automation options for complex multi-visit cases
- Integrations beyond core dental workflows appear narrow
Best For
Dental clinics needing fast, structured treatment plans with strong visual clarity
More related reading
Dental Office Manager (DOM)
practice managementPractice management software that provides tools for treatment planning and patient records management.
Front-desk planning workflow organization for managing daily patient-related tasks
Dental Office Manager focuses on coordinating dental practice planning tasks across scheduling, communications, and operational workflows. The tool is geared toward front-desk and office management needs such as managing patient interactions and keeping recurring work organized. It supports planning activities tied to daily operations rather than deep clinical optimization or enterprise workforce planning. The result is a practice-management planning experience that emphasizes usability for non-technical staff and consistent internal coordination.
Pros
- Planning-oriented workflow tools support day-to-day office coordination
- Straightforward interface supports non-technical front-desk staff usage
- Operational task organization reduces manual tracking across the practice
Cons
- Planning capabilities are limited compared with specialized enterprise planning suites
- Automation depth for complex multi-location scheduling is not a standout
- Reporting and analytics breadth appears narrower than top-tier practice platforms
Best For
Dental practices needing practical office planning workflows without heavy analytics
DentalMaster
practice managementDental practice management software with treatment planning support, charting, and appointment workflows.
Tooth chart-based treatment planning that links plans to structured clinical notes
DentalMaster focuses specifically on dental treatment planning with charting workflows that align with common clinic documentation. Core capabilities center on tooth-level diagrams, plan creation tied to clinical notes, and exporting finalized treatment plans for patient use. The product supports collaborative planning across roles, with structured entries intended to reduce missing steps during plan updates. Planning workflows appear streamlined for everyday chairside or front-desk use, but deep customization and broad integration coverage seem limited versus enterprise planning systems.
Pros
- Tooth-specific charting supports clear treatment visualization
- Structured plan creation reduces missed documentation steps
- Exports make it easier to share plans with patients
- Designed for clinic workflows instead of generic diagrams
Cons
- Limited evidence of advanced automation for plan variants
- Integration breadth for imaging and lab tools looks constrained
- Advanced customization for plan templates appears limited
Best For
Dental clinics needing tooth-level planning and patient-ready plan exports
MediData Dental Practice Management
clinic softwareDental practice management and clinical workflow software that includes treatment planning and documentation capabilities.
Operational scheduling workflow integrated with patient record management
MediData Dental Practice Management focuses on clinic operations with planning workflows for scheduling, patient handling, and day-to-day administrative tasks. The software ties together core practice functions so staff can manage appointments and patient records from one system. Built around dental practice needs, it emphasizes operational coverage over deep, specialty-grade treatment planning automation.
Pros
- Clinic planning workflows centralize scheduling and routine administrative tasks
- Patient record handling supports continuity across daily appointments
- Designed specifically for dental practice operations rather than generic management
Cons
- Treatment planning depth is limited compared with planning-first dental platforms
- Advanced workflow customization can feel constrained for complex clinics
- Reporting and analytics may not reach the depth of enterprise specialty tools
Best For
Dental clinics needing practical scheduling and records within a single system
How to Choose the Right Dental Planning Software
This buyer's guide helps dental practices choose dental planning software that turns clinical findings into structured treatment plans, then connects those plans to scheduling and follow-through. It covers Dentrix, Eaglesoft, Open Dental, DentalPlans (Treatment Planning), CareStack, SimplePractice, Dentem, Dental Office Manager (DOM), DentalMaster, and MediData Dental Practice Management. The guide focuses on workflow fit for chairside documentation, patient plan sharing, and multi-visit care execution.
What Is Dental Planning Software?
Dental planning software helps dental teams create and manage treatment plans linked to patient charts, clinical notes, and appointment workflows. It solves the operational problem of keeping diagnosis, planned procedures, and encounter documentation consistent across visits. Tools like Dentrix tie treatment planning to tooth charting so plan items stay aligned with documented encounters. Tools like DentalPlans (Treatment Planning) center on procedure-based case structures to generate patient-ready treatment plan documentation.
Key Features to Look For
Dental planning software should keep planning work inside the clinical workflow so teams do not lose consistency between notes, procedures, and patient explanations.
Tooth-level charting tied directly to plan items
Look for tooth chart-based treatment planning where plan outputs update within documented encounters. Dentrix provides treatment planning tied to tooth charting that updates within documented encounters, and DentalMaster provides tooth chart-based treatment planning that links plans to structured clinical notes.
Chart-driven treatment planning with structured clinical documentation
Choose tools that connect exams, diagnoses, and planned services to chart records so case presentations stay repeatable. Eaglesoft supports chart-driven treatment planning with comprehensive charting and imaging integration, and Open Dental connects treatment planning workflows directly to the patient chart and clinical history.
Surface or procedure-level structure for plan presentation
Plan structures should support procedure specificity so teams can present cases with clarity rather than generic narratives. Eaglesoft includes surface-level procedures inside chart-driven treatment plans for structured case presentation, and DentalMaster focuses on tooth-level planning designed for clear treatment visualization and patient-ready plan exports.
Appointment and scheduling linkage to planned care
Treatment plans should carry forward into future visits so planned services do not get separated from operational execution. Dentrix ties planning into scheduling to track planned care into upcoming visits, and MediData Dental Practice Management integrates operational scheduling workflow with patient record management.
Task ownership and workflow visibility for multi-appointment plans
For multi-step cases, planning software must assign work and track progress so teams avoid missed steps. CareStack provides case workflow tracking with task assignment tied to each patient plan, and Open Dental supports day-to-day office planning workflows that stay linked to patient chart and appointment activity.
Patient-ready plan documentation that matches the clinical plan structure
Plan sharing should produce patient-facing documentation that reflects the structured planning model used by the clinic. DentalPlans (Treatment Planning) emphasizes patient-ready plan outputs built around procedure-based case structures, and Dentem uses a treatment plan generator that organizes clinical findings into clinician-friendly care documents with strong visual clarity.
How to Choose the Right Dental Planning Software
Selection should start with the planning workflow source of truth, then confirm that plan outputs connect to scheduling, documentation, and patient communication.
Start from the charting model used in daily clinical work
If daily workflows rely on tooth charts and encounter documentation, choose Dentrix or DentalMaster because both tie tooth-level planning to structured clinical notes. If daily workflows emphasize exam and diagnosis documentation feeding case presentation, choose Eaglesoft or Open Dental because both connect planning to chart history with imaging support.
Confirm plan depth matches the types of cases the clinic treats
For case presentations that need procedure specificity down to surface-level details, Eaglesoft provides surface-level procedures inside chart-driven treatment plans. For clinics that need streamlined chairside or front-desk planning with tooth-level visualization and exports, DentalMaster provides tooth-specific planning and exports for patient use.
Map how the plan moves into scheduling and follow-through
If planned care must be tracked into upcoming visits, Dentrix links treatment planning into scheduling so the plan follows the appointment flow. If operational scheduling and record handling must stay centralized, MediData Dental Practice Management integrates scheduling workflow with patient record management.
Choose workflow visibility based on team coordination needs
If team coordination and accountability are required for multi-appointment cases, CareStack provides task assignment tied to each patient plan so ownership is explicit. If the clinic needs office-oriented daily coordination without heavy clinical automation, Dental Office Manager (DOM) focuses on front-desk planning workflow organization.
Decide how patient-facing plans will be generated and maintained
If the clinic prioritizes procedure-based patient plan documentation, DentalPlans (Treatment Planning) produces patient-ready plan outputs built around procedure-based case structures. If clinician-friendly visual clarity is the priority, Dentem generates treatment plan documents from clinical findings to standardize plan layouts across clinicians.
Who Needs Dental Planning Software?
Dental planning software benefits clinics that need structured, repeatable care plans tied to clinical documentation and execution workflows.
Dental practices that standardize treatment plans across clinicians with chart-to-plan consistency
Dentrix fits practices that need treatment planning tied to tooth charting that updates within documented encounters. DentalMaster also fits teams that want tooth chart-based treatment planning linked to structured clinical notes for consistent plan exports.
Dental teams that present complex cases with structured chart-based documentation and procedure detail
Eaglesoft fits teams that need chart-driven treatment planning with comprehensive charting and imaging integration. It also fits teams that require surface-level procedures inside chart-driven plans for structured case presentation.
Practices that want planning to live inside a broader patient chart and appointment workflow
Open Dental fits clinics that want treatment planning workflows connected directly to the patient chart and clinical history. It also supports day-to-day workflow planning by linking plans with appointment management and operational documentation.
Small dental practices that need intake, scheduling, and basic plan records in one place
SimplePractice fits small practices that need configurable intake forms that convert into structured session notes and documents. It supports structured visits and plan documentation without requiring dedicated tooth-specific treatment planning modules.
Common Mistakes to Avoid
Common failures happen when planning tools are chosen for the wrong workflow depth or when plan creation depends on inconsistent chart data setup.
Choosing a tool that lacks tooth-specific plan linkage
Clinics that require tooth-level planning and plan exports should avoid tools that do not treat tooth charting as a core planning function. Dentrix and DentalMaster both tie tooth charting to plan outputs, while SimplePractice does not offer tooth charting and tooth-specific treatment plans as core modules.
Assuming plan documentation will be consistent without clean chart templates
Planning workflows in Dentrix and Open Dental depend heavily on data cleanliness and templates, which means inconsistent chart setup leads to inconsistent plan navigation. Eaglesoft also relies on consistent charting setup upfront, so chart structure must be standardized before multi-clinician planning is scaled.
Buying planning software without validating how it supports scheduling and follow-through
A plan that stays in documentation but does not connect to scheduling creates gaps between planned care and executed appointments. Dentrix links planning into scheduling, and MediData Dental Practice Management integrates scheduling workflow with patient record management.
Selecting a planning tool that cannot support multi-step team coordination
If cases require task ownership across appointments, plan creation must support workflow tracking and responsibility. CareStack provides case workflow tracking with task assignment tied to each patient plan, while Dental Office Manager (DOM) emphasizes front-desk planning workflow organization without claiming specialty-grade multi-visit automation depth.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions. Features carried a weight of 0.4, ease of use carried a weight of 0.3, and value carried a weight of 0.3. The overall rating equals 0.40 × features + 0.30 × ease of use + 0.30 × value for each product. Dentrix separated itself by combining high planning features with a workflow that ties treatment planning to tooth charting within documented encounters, which directly supports clinics that need consistent plan outputs tied to chart history.
Frequently Asked Questions About Dental Planning Software
Which dental planning software best supports tooth-level charting workflows that update during encounters?
Dentrix is built around tooth-level charting tied to encounter documentation, so treatment plan items stay synchronized with what clinicians record chairside. Eaglesoft also uses structured charting to drive plan documentation and appointment execution, but it emphasizes surface-level procedures inside chart-driven plans more than chart continuity across the full encounter record.
Which option is strongest when the goal is treatment plan sharing with patient-facing explanations?
DentalPlans (Treatment Planning) focuses on repeatable plan creation and structured plan documentation designed for patient-facing sharing. DentalMaster also targets patient-ready plan exports and links tooth chart-based plans to structured clinical notes for clearer presentation.
What software keeps treatment plan updates connected to the underlying patient chart and clinical history?
Open Dental keeps treatment planning inside a full patient chart and operational workflow, so plan updates and clinical notes remain trackable in the same record structure. CareStack similarly emphasizes centralized histories and consistent templates, then adds task assignments to reduce missed steps across multi-appointment plans.
Which tool is better for coordinating care journeys with tasks across multiple appointments?
CareStack is workflow-first and connects charting and structured case documentation to task assignment so teams can track progress from planning to follow-through. Eaglesoft supports clinician-role documentation and structured chart-driven plans, but CareStack’s emphasis on operational visibility and task coordination is more central to the workflow.
Which dental planning tools are most aligned with front-desk or office management workflows rather than advanced clinical planning?
Dental Office Manager (DOM) targets front-desk and office coordination by organizing planning tasks that connect daily patient communications and recurring work. MediData Dental Practice Management also covers scheduling and patient record management in one system, while SimplePractice focuses on intake, session notes, and reminders rather than dedicated tooth-specific progression tracking.
Which product is designed for fast, structured treatment-plan generation with clear plan layouts?
Dentem turns exam inputs into structured, shareable care plans that standardize plan layouts across cases. DentalMaster also streamlines chairside plan workflows using tooth-level diagrams, but Dentem is positioned more around visual clarity and plan communication than broad practice-management depth.
Which software supports collaboration across roles while reducing missing steps during plan updates?
DentalMaster supports collaborative planning across roles and uses structured entries intended to prevent gaps when plans are updated. CareStack reduces missed steps through centralized histories, templates, and task assignment tied to each patient plan rather than isolated charting.
Which tools integrate imaging or diagnostic context directly into the planning documentation workflow?
Dentrix and Eaglesoft both emphasize diagnostic imaging integration that maps planning documentation to clinical context. Open Dental also supports clinical chart and appointment workflows where planning stays connected to patient chart history, which helps imaging-driven findings remain traceable alongside plan updates.
What common planning workflow problem shows up in tools that lack dedicated dental charting and tooth-specific modules?
SimplePractice can store structured visits and plan records, but it does not provide dedicated dental treatment-planning depth like tooth-specific charting and surface-level procedure tracking. This limitation can make tooth-level progress documentation harder than in Dentrix, Eaglesoft, DentalMaster, or Open Dental where planning is anchored to chart modules.
Conclusion
After evaluating 10 general knowledge, Dentrix stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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