A fuller schedule and a healthier practice
Fill the schedule, collect more, and cut the front-desk workload.
Scheduling, patient portal, digital intake, claims, and membership plans in one system.
Audience
Dental practices, medical clinics, specialty providers, and multi-location practice groups.
Core outcome
Automate confirmations and intake, make treatment cost clear up front, and keep claims and balances moving without manual work.
Commercial model
Monthly subscription per provider, with unlimited staff logins and patient records.
Overview
A modern practice management system for dental and medical offices. Book and confirm appointments automatically, send digital intake and consent forms before the visit, present treatment plans with clear patient cost, submit and track insurance claims, and collect balances online. In-house membership plans give uninsured patients a recurring monthly option that keeps them coming back.
The problem
Front desks drown in confirmation calls, paper intake, insurance follow-up, and chasing patient balances while chairs sit empty from no-shows.
The solution
Automate confirmations and intake, make treatment cost clear up front, and keep claims and balances moving without manual work.
Key features
Multi-provider scheduling
Column view by provider and operatory with color-coded appointment types and quick rescheduling.
Automated confirmations and recall
Text and email confirmations, reminders, and hygiene recall that refill open chairs.
Digital intake and consent
Patients complete health history, HIPAA, and consent forms with e-signature before arrival.
Patient portal
Appointments, documents, treatment plans, statements, and online payment in one login.
Treatment plans with patient cost
Present options with insurance estimate and out-of-pocket so patients say yes sooner.
Insurance claims tracking
Submit claims, monitor aging buckets, view EOBs, and resubmit denials from one screen.
Billing and payment plans
Statements, online payment, saved cards, and installment plans for larger cases.
In-house membership plans
Recurring monthly plans for uninsured patients covering cleanings, exams, and discounts.
Waitlist and gap filling
Cancellations automatically offered to waitlisted patients by text.
Production and collection reporting
Daily production, collections percentage, open claims, and provider performance.
Use cases
General dentistry
Hygiene recall, treatment planning, and insurance in one workflow.
Orthodontics
Long treatment arcs with contract balances and monthly autopay.
Primary care clinics
Visit scheduling, intake, and patient balance collection.
Specialty practices
Referral tracking, consults, and procedure-specific documentation.
Multi-location groups
Shared patient records and rolled-up production reporting.
Cash-pay and concierge practices
Membership plans and subscription billing without insurance.
Frequently asked questions
Is patient data protected?
Records are encrypted in transit and at rest with role-based access and audit logging.
Can patients fill forms before arriving?
Yes, intake and consent forms are sent by text or email with e-signature.
Does it submit insurance claims?
Claims can be submitted, tracked by aging bucket, and resubmitted after denials.
Can we run our own membership plan?
Yes, you define the plan benefits and monthly price and we bill it automatically.
Can we import our patient list?
Existing patients, appointments, and balances are migrated during onboarding.
Does it handle multiple providers and chairs?
Scheduling supports any number of providers, operatories, and locations.
Can patients pay online?
Yes, balances and treatment plan deposits can be paid from the portal or a text link.
Benefits
Fewer no-shows
Automated confirmations and easy rescheduling protect the schedule.
Less front-desk work
Digital intake and self-service cut paperwork and inbound calls.
Faster collections
Clear patient cost, online payment, and payment plans shorten the cycle.
Fewer denied claims
Claim tracking and aging views stop revenue from getting stuck.
Recurring revenue from memberships
Uninsured patients become monthly subscribers instead of one-time visits.
Higher case acceptance
Visual treatment plans with real numbers make decisions easier.
Integrations
Stripe
Patient payments, saved cards, and membership plan billing.
Twilio
Appointment reminders, recall, and waitlist offers by text.
Resend
Statements, forms, and treatment plan emails.
QuickBooks
Sync collections and deposits to accounting.
Insurance clearinghouse
Electronic claim submission and EOB retrieval.
Google Business Profile
Automated review requests after visits.
Launch this SaaS with G9
Need this software branded, demonstrated, and sold? We can customize the experience, create the offer stack, and build the acquisition funnel around it.
Product media
Use demo footage and screenshots to show the actual workflow before the call.