---
title: "Dental & Medical Practice Management Software | G9 Digital Marketing"
url: https://www.g9digitalmarketing.com/saas/dental-medical-practice-management-software
description: "Practice management platform with scheduling, patient portal, digital intake, treatment plans, insurance claims, and membership plans."
lang: en
---

Back to SaaS (https://www.g9digitalmarketing.com/saas)

Healthcare SaaS

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# 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.

Talk to Our Team: https://g9digitalmarketing.com/contact

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

## 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.

Talk to sales: https://www.g9digitalmarketing.com/contact

## Product media

Use demo footage and screenshots to show the actual workflow before the call.

G9

Digital
https://www.g9digitalmarketing.com/

Digital marketing. Business software. A team that brings it all together.

#### Services

- AI Marketing Automation: https://www.g9digitalmarketing.com/services/ai-marketing-automation
- AI Auto-Receptionist, VOIP & SMS: https://www.g9digitalmarketing.com/services/ai-auto-receptionist-voip-sms
- AI Business Dashboards, CRM, KPI & GPS Tracking: https://www.g9digitalmarketing.com/services/ai-business-dashboards-crm-kpi-gps
- SEO & Search Marketing: https://www.g9digitalmarketing.com/services/seo-search-marketing

#### Company

- About Us: https://www.g9digitalmarketing.com/about
- Portfolio: https://www.g9digitalmarketing.com/portfolio
- Testimonials: https://www.g9digitalmarketing.com/testimonials
- Contact: https://www.g9digitalmarketing.com/contact
- Software: https://www.g9digitalmarketing.com/saas
- Refer & Earn: https://www.g9digitalmarketing.com/referral-signup

#### Legal

- Privacy Policy: https://www.g9digitalmarketing.com/privacy-policy
- Terms of Service: https://www.g9digitalmarketing.com/terms-of-service
- Cookie Policy: https://www.g9digitalmarketing.com/cookie-policy

© 2026 G9 Digital Marketing. All rights reserved.

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