No—we handle migration and onboarding to ensure a smooth transition. For OpenDental, Eaglesoft and Dentrix we are able to convert over and match the ledger including insurance payments, adjustments and balances.
Yes — your entire history is transferred securely and remains intact. We protect your data throughout the process and maintain full HIPAA‑compliant safeguards.
PRM stands for Patient Relationship Management. In The Dental App, it’s the intelligence that keeps every patient and every opportunity for care moving forward. It connects scheduling, treatment plans, recall needs, balances, benefits, and communication history into one real‑time view so you always know who needs outreach and why.
The PRM surfaces unscheduled treatment, overdue care, and recall gaps — then drives action with targeted reminders, follow‑ups, and campaigns that move patients toward treatment and reduce leakage.
Yes — treatment plans, notes, messages, forms, insurance details, and communication history are centralized so your team always sees the full timeline.
Yes — everything from first contact and treatments to payments and communications is viewable in one continuous history.
Pipelines help you track patients through stages of care — from initial contact to completed treatment — and make it easy to see where action is needed next.
Automations are sequences that run automatically — reminders, recall outreach, follow‑ups, and educational messages — so your team doesn’t spend time on repetitive tasks.
Yes — automated reminders (SMS + email), digital waitlists, and smart booking keep your chairs full and reduce gaps.
Yes — live availability, drag‑and‑drop scheduling, ghost columns, and ASAP lists make multi‑provider coordination fast and intuitive.
Yes — all communication is tied to the patient record so outreach, follow‑ups, and replies are tracked automatically.
Yes — automated SMS and email reminders run based on patient activity and care needs to keep your practice on track.
Yes — patients can check in, fill out forms, and sign consents from any device before arrival, reducing paperwork and wait times.
Yes — real‑time eligibility checks and benefit tracking are built into the claims workflow so your team always knows coverage details upfront.
Yes — the platform shows current benefit usage so you can estimate costs and timelines more accurately.
Yes — forms are digital, customizable, and stored in the patient chart. Patients can complete them before a visit on any device.
Yes—forms can be emailed or completed via mobile prior to the visit.
Yes — you can create clear, phase‑based plans that present options visually, helping patients understand and accept care.
Yes — clear, personalized plans lead to higher acceptance rates and more predictable revenue growth.
Yes — real‑time analytics connect directly to your PMS and PRM to show production, collections, AR, case acceptance, and ROI at a glance — and turn insights into action instantly.
Yes — filter by provider, procedure, timeframe, and other metrics so you always have clarity on performance.
Yes — you can connect with SOTA cloud so your team can view images alongside charts without switching systems.
Yes — e‑prescribing is integrated and audit‑ready, streamlining medication management.
Yes — call records and summaries are tied to patient profiles for complete documentation.
Yes — claims and tracking are fully integrated so you can submit, monitor, and follow up without third‑party tools.
We provide expert‑led setup, smart data conversion, reconciliation, and team training so your practice hits the ground running.
Most practices are fully operational within a few weeks with guided training and live support.
We offer the most robust migrations from OpenDental, Dentrix and Eaglesoft—we’ve helped practices switch from other platforms but can convert less of the data.
Not at all—it's intuitive, with guided training and live support.
Yes—it’s designed for simplicity and ease, even for new hires.
You get live chat, help center access, and ongoing training — including new feature refreshers — to keep your team sharp.
Yes—new features come with training materials and team refreshers.
Yes—it unifies forms, comms, analytics, scheduling, and marketing.
Yes—no more need for separate platforms like RevenueWell or Weave.
Yes — automations for reminders, follow‑ups, recalls, and insurance checks cut manual work so your team spends time where it matters most.
Yes—tracking unscheduled treatment, improving follow-up, and boosting case acceptance all drive growth.
Yes—you can track patient sources and campaign results directly.
Yes — patients get faster communication, clearer care plans, and more timely follow‑up, which boosts satisfaction and 5‑star reviews.
Yes — segment by treatment needs, history, and engagement for tailored outreach that feels personal at scale.
