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Healthcare MedicineTop 9 Best Orthodontic Management Software of 2026
Discover top 10 orthodontic management software to streamline practice operations. Compare features and find the best fit for your needs.
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%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Dental Office Manager
Treatment and patient record tracking aligned with follow-up scheduling
Built for orthodontic practices needing practical management workflows and consistent patient records.
Eaglesoft
Integrated orthodontic charting and treatment documentation inside the patient record.
Built for orthodontic practices needing structured records, scheduling, and reporting..
Dentrix
Dentrix scheduling and patient charting foundation for orthodontic visit planning and documentation
Built for dental practices needing orthodontic workflows inside an established practice-management system.
Related reading
Comparison Table
This comparison table evaluates orthodontic management software options used in dental practices, including Dental Office Manager, Eaglesoft, Dentrix, Carestream Dental, and 3Shape Unite. The layout highlights core capabilities like practice workflow support, patient management, treatment documentation, and interoperability so teams can match software to clinical and operational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Dental Office Manager Manages dental practice workflows with patient records, scheduling, billing, and orthodontic-capable charting in an all-in-one desktop and web system. | all-in-one | 8.1/10 | 8.3/10 | 8.0/10 | 7.9/10 |
| 2 | Eaglesoft Supports dental and orthodontic practice operations with patient charting, scheduling, treatment planning, and integrated reporting. | dental-suite | 8.1/10 | 8.4/10 | 7.8/10 | 7.9/10 |
| 3 | Dentrix Manages clinical charting, appointments, and billing workflows with orthodontic support via configurable treatment and documentation tools. | dental-suite | 7.1/10 | 7.2/10 | 7.0/10 | 7.0/10 |
| 4 | Carestream Dental Delivers practice software tools for digital orthodontic workflows alongside scheduling and patient data management capabilities. | digital-orthodontics | 8.0/10 | 8.2/10 | 7.7/10 | 7.9/10 |
| 5 | 3Shape Unite Supports orthodontic digital workflow planning by managing scans and treatment planning data for connected practice systems. | digital workflow | 8.1/10 | 8.6/10 | 7.8/10 | 7.6/10 |
| 6 | DentalXChange Coordinates orthodontic-focused practice tasks with patient management, scheduling, and treatment-related operational features. | practice management | 7.2/10 | 7.4/10 | 7.0/10 | 7.1/10 |
| 7 | Adit Provides dental and orthodontic practice management features with scheduling, patient records, and operational automation for clinics. | practice management | 7.3/10 | 7.4/10 | 7.6/10 | 6.8/10 |
| 8 | OrthoFi Provides orthodontic practice finance and operations tooling that supports patient financial workflows and business processes. | revenue-operations | 7.3/10 | 7.5/10 | 7.0/10 | 7.2/10 |
| 9 | SmileStore Supports orthodontic practice commerce and operational workflows with patient-related service management features. | practice services | 8.0/10 | 8.1/10 | 7.6/10 | 8.3/10 |
Manages dental practice workflows with patient records, scheduling, billing, and orthodontic-capable charting in an all-in-one desktop and web system.
Supports dental and orthodontic practice operations with patient charting, scheduling, treatment planning, and integrated reporting.
Manages clinical charting, appointments, and billing workflows with orthodontic support via configurable treatment and documentation tools.
Delivers practice software tools for digital orthodontic workflows alongside scheduling and patient data management capabilities.
Supports orthodontic digital workflow planning by managing scans and treatment planning data for connected practice systems.
Coordinates orthodontic-focused practice tasks with patient management, scheduling, and treatment-related operational features.
Provides dental and orthodontic practice management features with scheduling, patient records, and operational automation for clinics.
Provides orthodontic practice finance and operations tooling that supports patient financial workflows and business processes.
Supports orthodontic practice commerce and operational workflows with patient-related service management features.
Dental Office Manager
all-in-oneManages dental practice workflows with patient records, scheduling, billing, and orthodontic-capable charting in an all-in-one desktop and web system.
Treatment and patient record tracking aligned with follow-up scheduling
Dental Office Manager stands out by centering orthodontic practice workflows around day-to-day office management tasks and appointment coordination. It covers scheduling, patient record organization, and communication touchpoints that support consistent patient follow-up. The system also supports charting and treatment tracking needs typical of orthodontic offices. Reporting helps managers monitor operational performance without requiring separate practice-management add-ons.
Pros
- Orthodontic-friendly workflow for scheduling, records, and ongoing follow-ups
- Centralized patient and treatment documentation reduces cross-system data entry
- Operational reporting supports manager visibility into office throughput
- Straightforward navigation keeps routine tasks fast for staff
Cons
- Orthodontic-specific depth for complex workflows can lag specialized platforms
- Customization options for niche orthodontic processes feel limited
- Advanced analytics for orthodontic KPIs are not as robust as top-tier systems
Best For
Orthodontic practices needing practical management workflows and consistent patient records
More related reading
Eaglesoft
dental-suiteSupports dental and orthodontic practice operations with patient charting, scheduling, treatment planning, and integrated reporting.
Integrated orthodontic charting and treatment documentation inside the patient record.
Eaglesoft stands out for orthodontic-focused office workflows that connect charting, scheduling, and documentation in one patient record. Core modules support treatment planning, e-prescribing of orthodontic case notes, and strong reporting for doctor and staff visibility. It also emphasizes imaging and records management so scans and photos stay tied to appointments and progress. The platform fits established practices that want structured SOP-driven operations rather than highly customizable automation.
Pros
- Orthodontic charting and appointment workflows stay centered in the patient chart.
- Imaging and records management links scans and photos to visits for better continuity.
- Reporting supports practice oversight across cases, production, and clinical progress.
Cons
- Dense configuration and module depth create a higher learning curve for new teams.
- Advanced automation requires process discipline rather than drag-and-drop setup.
- Interface navigation can feel slow across multi-screen orthodontic tasks.
Best For
Orthodontic practices needing structured records, scheduling, and reporting.
Dentrix
dental-suiteManages clinical charting, appointments, and billing workflows with orthodontic support via configurable treatment and documentation tools.
Dentrix scheduling and patient charting foundation for orthodontic visit planning and documentation
Dentrix stands out with deep dental-office foundations that orthodontic teams can extend into day-to-day patient and appointment workflows. Core capabilities include charting, scheduling, treatment planning, documentation, and claims support that translate into orthodontic practice operations. The platform’s strength is standardized front-office and clinical records handling rather than orthodontic-specific automation depth. For orthodontics, the fit depends on how much the practice relies on Dentrix’s existing processes and how much it needs specialized orthodontic digital workflows.
Pros
- Strong orthodontic-adjacent workflow through scheduling and patient records
- Comprehensive clinical documentation support for day-to-day treatment tracking
- Mature practice operations tooling that reduces process gaps in mixed specialties
Cons
- Orthodontic-specific automation is less prominent than broad practice-management features
- Setup and customization can take time to align with orthodontic workflows
- Reporting may require extra work to isolate orthodontic KPIs cleanly
Best For
Dental practices needing orthodontic workflows inside an established practice-management system
Carestream Dental
digital-orthodonticsDelivers practice software tools for digital orthodontic workflows alongside scheduling and patient data management capabilities.
Digital orthodontic records management that stays linked to Carestream imaging workflows
Carestream Dental stands out for integrating orthodontic-capable workflows with Carestream imaging and clinical tools. It supports orthodontic records management and treatment coordination built around digital documentation. The suite emphasizes chairside and lab-ready continuity by keeping orthodontic data connected across steps. Management capabilities focus on organizing cases and routing clinical information rather than replacing every specialized orthodontic workflow with automation.
Pros
- Strong integration with Carestream imaging and digital records
- Case organization centers on orthodontic documentation and continuity
- Supports lab-ready workflows using standardized digital outputs
Cons
- Automation for orthodontic scheduling and task routing is limited
- Orthodontic analytics and KPI reporting are not as comprehensive
- Workflow setup can require more implementation effort
Best For
Practices standardizing on Carestream imaging for orthodontic case management
3Shape Unite
digital workflowSupports orthodontic digital workflow planning by managing scans and treatment planning data for connected practice systems.
Integrated case collaboration for shared orthodontic treatment planning review
3Shape Unite stands out by combining orthodontic planning, chairside collaboration, and case workflow tools in one environment tied to 3D scanning output. The software supports digital treatment planning work across orthodontic records and model-based workflows, with utilities for managing patient cases end to end. Collaboration features help multiple users view and coordinate on the same case data. It also integrates with 3Shape’s ecosystem for capture and lab-style deliverables, which reduces rework when teams already use those tools.
Pros
- Strong digital orthodontic planning workflow built for 3D case data
- Case collaboration tools support shared review of treatment plans
- Workflow integrates with 3Shape capture and lab-style deliverables
- Centralized case management reduces scattered file handling
Cons
- Advanced workflow depth can slow new users during setup
- Full value depends on using connected 3Shape components
- Report and document customization can feel limited for edge cases
Best For
Orthodontic practices standardizing on 3Shape scanning and digital workflows
DentalXChange
practice managementCoordinates orthodontic-focused practice tasks with patient management, scheduling, and treatment-related operational features.
Centralized patient case record management with ongoing orthodontic documentation
DentalXChange stands out for consolidating orthodontic workflows into a single practice-facing system with patient communication and case tracking. It supports core orthodontic management tasks like records organization, appointments coordination, and treatment progress visibility. It also emphasizes centralized documentation so teams can reduce manual handoffs across clinical and administrative steps.
Pros
- Centralized case records reduce search across patient charts
- Patient communication tools support ongoing orthodontic engagement
- Appointment and workflow tracking helps coordinate clinical steps
- Treatment documentation supports continuity across staff roles
Cons
- Orthodontic-specific automation is limited compared with dedicated systems
- Reporting depth for treatment outcomes feels basic for analytics-heavy teams
- Integrations and data exchange options appear constrained for complex setups
Best For
Orthodontic clinics needing streamlined records, scheduling, and patient touchpoints
Adit
practice managementProvides dental and orthodontic practice management features with scheduling, patient records, and operational automation for clinics.
Orthodontic case tracking integrated with visit scheduling and treatment progress documentation
Adit stands out for orthodontic-specific practice workflows that coordinate appointments, clinicians, and case progress in one place. Core capabilities include patient management, structured record keeping, and scheduling designed around orthodontic visits. The system supports case documentation and reporting so teams can track treatment status and operational activity. Usability focuses on daily execution, but integration depth and advanced analytics coverage appear limited compared with higher-ranked orthodontic suites.
Pros
- Orthodontics-focused workflows for scheduling and structured case records
- Centralized patient and case documentation for day-to-day management
- Built for operational tracking of treatment status and visit activity
Cons
- Integration breadth with wider practice systems looks narrower than top competitors
- Advanced reporting and analytics capabilities appear less comprehensive
- Specialized orthodontic configurations can require careful setup
Best For
Orthodontic practices needing structured records and scheduling without heavy customization
OrthoFi
revenue-operationsProvides orthodontic practice finance and operations tooling that supports patient financial workflows and business processes.
Orthodontic case workflow task tracking tied to scheduling and patient updates
OrthoFi stands out for orthodontic-focused operational workflows that connect patient care tasks with administrative execution. Core capabilities include scheduling, patient and case management, and task tracking tailored to orthodontic practices. The system also supports communication with patients through workflow-driven reminders and status updates.
Pros
- Orthodontic-specific case workflow tracking across scheduling and follow-ups
- Centralized patient and case records reduce searching across tools
- Task-based reminders help standardize communication and status updates
Cons
- Limited evidence of advanced orthodontic analytics and reporting depth
- Workflow setup can feel rigid for practices with highly customized processes
- Integrations and export options are not clearly positioned for specialty labs
Best For
Orthodontic practices needing workflow-driven case management and reminders
SmileStore
practice servicesSupports orthodontic practice commerce and operational workflows with patient-related service management features.
Orthodontic case management that ties patient records to scheduled treatment steps
SmileStore centers on orthodontic clinic operations with patient and case management workflows tied to day-to-day scheduling and treatment tracking. The product supports core practice tasks like managing patient profiles, handling orthodontic case information, and organizing clinical communications. Built for clinic staff workflows, it aims to reduce manual coordination across visits, records, and ongoing treatment steps. Overall, its distinct focus is orthodontic-centric case handling rather than broad general-purpose practice tooling.
Pros
- Orthodontics-focused case tracking aligns with visit-based treatment workflows
- Centralized patient and treatment information reduces scattered record handling
- Supports day-to-day scheduling tied to ongoing orthodontic cases
Cons
- Workflow depth for complex multi-provider clinics can feel limited
- Less robust automation compared with top-ranked orthodontic platforms
- Reporting and analytics for treatment outcomes feel basic
Best For
Orthodontic practices needing structured case management and scheduling
Conclusion
After evaluating 9 healthcare medicine, Dental Office Manager 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.
How to Choose the Right Orthodontic Management Software
This buyer’s guide explains how to choose orthodontic management software that supports scheduling, patient records, treatment tracking, and case workflows. It compares tools across the top set including Dental Office Manager, Eaglesoft, Dentrix, Carestream Dental, 3Shape Unite, DentalXChange, Adit, OrthoFi, and SmileStore. The guide focuses on operational fit for orthodontic teams and the practical differences between management-first and digital-workflow-first platforms.
What Is Orthodontic Management Software?
Orthodontic management software is practice software that organizes orthodontic patient and case workflows around appointments, charting, documentation, and follow-up execution. It solves the day-to-day problems of keeping treatment details and visit context together so staff do not re-enter or hunt for information. In software like Eaglesoft, orthodontic charting and treatment documentation stays inside the patient record linked to scheduling. In software like 3Shape Unite, case management is centered on digital planning data and collaboration for orthodontic treatment review.
Key Features to Look For
These capabilities matter because orthodontic teams run on repeatable visit sequences and continuously updated case records.
Treatment and follow-up record tracking tied to scheduling
Dental Office Manager aligns treatment and patient record tracking with follow-up scheduling so office teams can coordinate ongoing visits from the same workflow context. OrthoFi also ties orthodontic case workflow task tracking to scheduling and patient updates to keep reminders and statuses connected.
Integrated orthodontic charting and treatment documentation in the patient record
Eaglesoft keeps orthodontic charting and treatment documentation inside the patient chart to reduce the gap between what clinicians record and what schedulers coordinate. Dentrix provides the scheduling and patient charting foundation that orthodontic teams extend into day-to-day visit documentation.
Digital orthodontic case organization that stays linked to imaging and records
Carestream Dental emphasizes digital orthodontic records management connected to Carestream imaging workflows so orthodontic documentation remains continuous across the chairside and lab-ready steps. SmileStore also keeps orthodontic case tracking connected to patient records and scheduled treatment steps to reduce scattered handling.
Case collaboration for shared orthodontic treatment plan review
3Shape Unite adds case collaboration so multiple users can view and coordinate on the same orthodontic treatment planning data. This approach is most effective for teams standardizing on 3Shape capture and lab-style deliverables so planning changes do not require manual file rework.
Centralized orthodontic patient communication and ongoing engagement
DentalXChange consolidates patient communication tools with case tracking and appointment coordination so touchpoints follow the clinical workflow. OrthoFi also supports workflow-driven reminders and status updates to standardize ongoing engagement for orthodontic cases.
Operational reporting that supports practice oversight and throughput visibility
Dental Office Manager includes operational reporting that helps managers monitor office throughput without needing separate practice-management add-ons. Eaglesoft also provides reporting that supports practice oversight across cases, production, and clinical progress.
How to Choose the Right Orthodontic Management Software
A practical fit check should start with where orthodontic workflows begin for each team and where case context must remain visible.
Map the daily orthodontic workflow to the software’s workflow center
If the workday is dominated by visit coordination, chart updates, and follow-up execution, Dental Office Manager is built around day-to-day office management tasks like scheduling, patient record organization, and communication touchpoints. If care teams rely on structured SOP-driven operations inside a patient chart, Eaglesoft centers orthodontic charting and treatment documentation inside the patient record so staff work stays aligned.
Decide whether case management or digital planning must be the system of record
If digital planning data and collaboration are the core work, 3Shape Unite is designed for orthodontic digital workflow planning tied to 3D case data and collaboration on shared treatment review. If imaging and digital records continuity are the priority, Carestream Dental keeps orthodontic records linked to Carestream imaging workflows and emphasizes lab-ready continuity.
Validate patient record continuity across scheduling, documentation, and follow-ups
Eaglesoft links orthodontic charting and treatment documentation directly within the patient record so visit context is preserved. A records-first fit like Dentrix provides a mature scheduling and charting foundation that orthodontic teams extend into orthodontic documentation and visit planning.
Check how task reminders and patient touchpoints are tied to case status
If workflow-driven reminders and status updates must map to each orthodontic case stage, OrthoFi ties task-based reminders to scheduling and patient updates. DentalXChange also consolidates patient communication tools with case tracking and appointment coordination so touchpoints follow treatment progress.
Confirm reporting depth matches orthodontic KPI needs before implementation
When manager visibility into throughput and operational performance is a priority, Dental Office Manager provides operational reporting aligned to office management. For oversight that spans cases and production alongside clinical progress, Eaglesoft includes reporting that supports practice visibility, while platforms like DentalXChange and Adit focus more on centralized workflow execution than deep treatment-outcome analytics.
Who Needs Orthodontic Management Software?
Orthodontic management software suits clinics that must keep patient charts, appointment sequences, and treatment documentation synchronized across multiple staff roles.
Orthodontic practices that want practical office workflows for scheduling, records, and follow-ups
Dental Office Manager is a strong match because it centers orthodontic practice workflows on treatment and patient record tracking aligned with follow-up scheduling. It also supports reporting for operational performance so managers can see office throughput without separate practice-management tooling.
Orthodontic practices that need structured charting and documentation inside the patient record
Eaglesoft fits teams that want integrated orthodontic charting and treatment documentation within the patient chart connected to appointment workflows. It also emphasizes imaging and records management so scans and photos stay tied to visits and progress.
Established dental practices adding orthodontic workflows inside a broader practice management system
Dentrix is built on scheduling and clinical charting workflows that orthodontic teams can extend into treatment planning and documentation. It supports claims workflows and day-to-day records handling that reduces process gaps in mixed specialty environments.
Clinics standardizing on specific digital capture and imaging workflows or requiring collaborative planning
Carestream Dental is the fit for teams standardizing on Carestream imaging because orthodontic records remain linked to imaging workflows and lab-ready digital outputs. 3Shape Unite fits teams standardizing on 3Shape scanning because it supports end-to-end case management, shared treatment plan collaboration, and integration with 3Shape ecosystem deliverables.
Common Mistakes to Avoid
Several recurring pitfalls show up when orthodontic teams pick tools that do not match their operational workflow depth, integration expectations, or analytics needs.
Choosing software that cannot keep treatment context tied to the next scheduled visit
Tools like Dental Office Manager are designed to align treatment and patient record tracking with follow-up scheduling, which reduces missed context during appointment preparation. Platforms that emphasize broader management without orthodontic-specific scheduling depth can leave complex workflows requiring extra coordination, which is a common issue for Dentrix and DentalXChange.
Underestimating onboarding complexity in highly configurable systems
Eaglesoft and other module-rich platforms can require process discipline because dense configuration and module depth create a higher learning curve. Eaglesoft also slows navigation across multi-screen orthodontic tasks for some teams, so new teams should validate real staffing workflows during setup planning.
Buying a planning-first tool without committing to the connected ecosystem needed for full value
3Shape Unite delivers the strongest outcome when teams use connected 3Shape components for capture and lab-style deliverables. Without that ecosystem commitment, teams can see limited report and document customization for edge cases even when case management and collaboration work well.
Expecting deep orthodontic KPI analytics from workflow-centered platforms
DentalXChange, Adit, OrthoFi, and SmileStore focus on centralized records, scheduling, and task-driven execution, and they position analytics and treatment-outcome reporting as more basic. Teams needing advanced orthodontic KPI visibility should prioritize tools like Dental Office Manager and Eaglesoft where operational reporting and oversight are more directly emphasized.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions named features, ease of use, and value. Features had a weight of 0.4, ease of use had a weight of 0.3, and value had a weight of 0.3. The overall rating was the weighted average computed as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Dental Office Manager separated itself from lower-ranked tools by scoring strongly on practical orthodontic workflow alignment like treatment and patient record tracking tied to follow-up scheduling, which supported higher features performance for day-to-day operations.
Frequently Asked Questions About Orthodontic Management Software
Which orthodontic management software best centralizes appointment scheduling and patient records for consistent follow-up?
Dental Office Manager centralizes scheduling, patient record organization, and communication touchpoints in day-to-day workflows. Adit also ties visit scheduling to structured record keeping, but it shows less depth in advanced analytics than higher-ranked orthodontic suites.
How do Eaglesoft and Dentrix differ for orthodontic documentation and charting inside the patient record?
Eaglesoft integrates orthodontic charting, treatment planning, and documentation directly into the patient record with strong reporting for staff visibility. Dentrix provides a solid scheduling and charting foundation, but orthodontic teams may need specialized digital workflows beyond its broader dental-office process structure.
Which platforms are strongest for imaging and digital records management tied to orthodontic case workflow?
Carestream Dental stands out when teams standardize on Carestream imaging because orthodontic records stay linked to the imaging workflow. Eaglesoft also emphasizes imaging and records management tied to appointments and progress, with integrated reporting across doctor and staff views.
What software supports collaborative orthodontic case planning across multiple users and shared records?
3Shape Unite enables multiple users to view and coordinate on the same orthodontic case data with collaboration features designed for end-to-end case management. Other options like DentalXChange focus on centralized documentation and tracking, but they center more on execution and patient touchpoints than collaborative planning workflows.
Which tool reduces manual handoffs between clinical and administrative steps through centralized documentation?
DentalXChange consolidates orthodontic workflows with centralized documentation that reduces manual handoffs across clinical and administrative steps. Dental Office Manager also supports communication touchpoints tied to appointments, but DentalXChange centers on ongoing case documentation continuity.
Which orthodontic software best fits practices that want orthodontic-specific workflows without heavy customization?
Eaglesoft fits practices that want structured SOP-driven operations because core modules connect charting, scheduling, and documentation with strong reporting. Adit supports orthodontic appointment coordination and case tracking with daily usability, but it shows limited integration depth and advanced analytics coverage compared with more comprehensive orthodontic suites.
How do OrthoFi and SmileStore handle patient communication around orthodontic case progress?
OrthoFi drives workflow-driven reminders and status updates tied to scheduling and task tracking so communication follows case progress. SmileStore similarly manages patient and case workflows tied to scheduling and ongoing treatment steps, with clinic staff workflows focused on reducing manual coordination.
Which solution is best when the practice already uses orthodontic scanning and wants fewer rework steps for lab-style deliverables?
3Shape Unite integrates case workflow with 3Shape’s scanning ecosystem so deliverables can move through the workflow with less rework. This contrasts with Eaglesoft, which emphasizes integrated orthodontic charting and documentation rather than a scanning-first ecosystem for model-based workflows.
What is the most common operational problem orthodontic practices should watch for when choosing software?
OrthoFi and DentalXChange both address operational gaps caused by fragmented case tracking and scattered documentation, but weak implementation can still leave tasks unassigned across appointments. Dental Office Manager and Eaglesoft mitigate this risk by aligning treatment tracking and follow-up scheduling inside the day-to-day workflow and patient record.
What should an orthodontic practice check during onboarding to ensure workflows map cleanly to its clinical visits?
Eaglesoft’s integrated charting and treatment documentation should be mapped to each visit type so records and progress reporting align with appointment documentation. Dental Office Manager and Adit should be configured so scheduling triggers the correct record updates and case progress tracking, preventing mismatches between visit execution and case documentation.
Tools reviewed
Referenced in the comparison table and product reviews above.
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