Features
Analyzing PPOs
Organize and track PPO data for near term and long term analysis and decision making.
Ranking PPOs
Rank PPOs by how profitable they are for your practice using multiple criteria so you can decide which ones to let go.
Patient Retention
Analyze if certain PPO patients are better off dumping their insurance and becoming self-pay patients.
Membership Plan
Everything you need to set up an in-house membership plan within days without spending thousands of dollars.
Marketing the Plan
Ready-made brochures, notices, signs, guides that you can use on day 1 to market membership plan.
Membership Portal
Optionally set up a membership portal for members to enroll, renew and manage their plan online.
Referral/Reward
A highly effective patient referral/reward system that you can manage in just 15-20 minutes per week.
Treatment Plan Acceptance
A system to educate, follow up and create a sense of urgency in patients to start treatment as soon as possible.
Social Media Posting
Auto post to Facebook and Instagram on 400+ dental health topics. Schedule posts to your Facebook page and Instagram account.
In-House Payment Plan
Set up an in-house payment plan in minutes for trusted, long-time, cost conscious patients.
Dental Supplies
A simple system to accurately keep track of dental supplies and streamline ordering process.
Money Back Guarantee
Not satisfied? Immediate refund with just one click, no hassels, no phone calls or emails needed.
How Our Tools Works
PPO Inspector
Find out which insurance companies are hurting or helping your practice. Rank them by a profitability index and phase out bad ones without losing many patients.


Club Creator
Build a better-than-insurance membership plan, with self-enrollment and automatic payments, and tracks benefits without spreadsheets.
Content Caddy
Deliver daily, ready-to-post content with booking links, helping you stay top-of-mind with current and future patients. Schedule posts with one-click to your Facebook page and Instagram account.


Patient Pipeline
Send surveys, identifies happy patients, and automate referral requests and reward tracking.
Case Closer
Launch an automated follow-up sequence with educational content, reminders, and call alerts for staff to keep patients engaged and motivated after presenting them a treatment plan.


Payment Flexer
Automate monthly payment plans, track everything, and remove the stress of collections.
Stock Sentry
Simplify inventory management, make counting fast, predict needs, and build smart order lists – saving both time and money.
