Features
From scheduling to imaging and beyond, SCHEDULE A DEMO TODAY to see how our innovative tools can transform your practice.
Scheduling
Streamline your day with a fully customizable and intuitive, color-coded scheduler that simplifies managing appointments across multiple providers and locations.
Patient Check In & Light Bar
Speed up front desk operations with a digital self-check-in and a real-time light bar to notify your team when a patient is ready to be seen.
Treatment Card
Document treatment progress, clinical notes, photos, and more in a user-friendly card that supports efficiency and accuracy at every visit.
Letter/Email Templates
Quickly generate professional communication with customizable letter and referral email templates, ready to send with just a few clicks.
Integrated Imaging
Centralize your patient records with imaging integrations that support cephs, pano, and photos directly in the patient chart.
E-Referral Tool
Simplify referrals with our digital referral form — track, manage, and communicate with referring providers all in one place.
New Patient Tracker
Track every lead from first contact to consultation with built-in tools that help you stay on top of new patient flow and follow-up.
Mobile Application
Stay connected from anywhere with our mobile app — view your schedule, review patient charts, and communicate with your patients on the go.
Automated Payment Reminders
Reduce late payments with smart, automated reminders sent via text and email before each due date.
Comprehensive Reporting
Access powerful real-time reports that give you full visibility into production, collections, performance, and key practice metrics.
Sign-at-Home Capabilities
Allow patients and parents to sign contracts and forms remotely, eliminating the need for in-office paperwork and speeding up start time.
Automated Past Due Reminders
Stay on top of collections with customizable automated reminders for past-due balances — sent via text and email to help patients catch up without manual effort.
Online Scheduling
Let patients book consultations directly from your website 24/7 with our seamless and fully integrated online scheduling tool. Set permissions to allow active patients to schedule their next visit based on their treatment plan and your availability.
Customizable Forms
Digitize and personalize your patient intake, medical history, and consent forms — fully integrated with the patient record.
Patient Portal
Give patients and parents access to their financials, appointments, documents, and communication tools — all in one secure portal.
Integrated Payment Solutions
Simplify payments with secure, built-in credit card and ACH processing — fully integrated with contracts, the patient portal, and more.
Payment Slider & E-Contracts
Create flexible payment plans with a visual slider, and send secure, digital contracts for easy review and signature.
Automated Appt Reminders
Decrease no-shows with customizable text and email reminders sent automatically before every appointment.
Automated New Patient Follow-Up
Boost conversion by automatically following up with new leads who haven’t scheduled and patients with pending treatment recommendations— via text, email, or both.
Automated Appointment Follow-Up
Send out pre or post appointment communications to provide instructional videos, check in on patients after their treatment starts, or ask for feedback/reviews.
Insurance Verification
Ensure eligibility and benefits are confirmed before treatment begins. Our team verifies coverage details, so your office can present accurate financials and avoid claim delays.
Claim Submission & Management
Streamline your insurance process with expert claim submissions and ongoing claim monitoring. We track rejections, denials, and delays to maximize collections and minimize disruptions. We submit initial and continued treatment claims on your behalf so that you can focus on patient care and running your practice.
Insurance Check Posting
Let us handle the heavy lifting. Our team posts insurance payments and reconciles EOBs promptly and accurately, so your ledgers stay clean and up to date.
Payment Plan Management
We manage your in-office payment plans from start to finish — assist in collecting down payments, tracking due dates, and following up on failed payments to keep cash flow steady.
Delinquent Insurance Claim Follow-Up
No more chasing overdue claims. We proactively follow up with insurance companies for claims over 30+ days, ensuring your practice gets paid faster and more consistently.
Patient Past Due Follow-Up
Reduce outstanding balances with professional and compassionate follow-up on overdue patient payments via automated reminders and personalized phone outreach.
