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PRM Pipeline

Every patient connected. Every opportunity captured.

The Dental App PRM dashboard highlighting automated patient connection tools, including treatment pipelines and integrated recall management.

Close the loop between communication and business performance.

PRM stands for Patient Relationship Management. Inside The Dental App, it becomes the intelligence that keeps every patient, and every opportunity for care, moving forward.

By being fully integrated with your practice management software and analytics, our PRM brings scheduling, treatment plans, recall needs, balances, benefits, and communication history into one continuous, real-time view. It works like a live map of your patient base, highlighting who is due, overdue, unfinished, or ready for outreach — and why.

The PRM Pipeline uses that insight to launch timely engagement: reminders, education, follow-ups, pre-op and post-op messages, payment prompts, marketing campaigns, and review requests. Every interaction updates automatically across the system, creating a connected loop that turns opportunity into completed care.
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Find with Precision
Identify any cohort —unfinished treatment, overdue hygiene, unused benefits, open balances, or leads from campaigns.
Reach with Purpose
Send tailored education, reminders, pre-op instructions, post-op check-ins, payment links, or review prompts directly from TDA.
Re-engage Continuously
A live pipeline tracks movement from contacted to scheduled to completed — so nothing slips through the cracks.
Because every action is logged and updated in real time, the PRM creates a dynamic loop of engagement and re-engagement that turns visibility into momentum, and care into growth.
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Keep every patient relationship in motion.

PRM is your built-in connection engine, linking conversations, appointments, and follow-ups in real time. It surfaces the next best action so care keeps moving forward and no opportunity gets missed.
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The Dental App interface for converting unscheduled care, featuring a treatment pipeline that tracks pending dental procedures and provides actionable tools to increase case acceptance.
Treatment Pipelines
Revenue pipelines that turn unscheduled treatments into measurable opportunities.
The Dental App Analytics interface featuring smart patient segmentation tools to filter by treatment status and history, enabling targeted outreach to the right patients at the right time.
Email & Text Campaigns
Campaign center for targeted outreach tied to specific  goals —whether it’s treatment reminders, reactivations, or unscheduled follow-ups.
The Dental App PRM dashboard showcasing automated patient engagement tools, including email and text campaigns designed to keep the practice top-of-mind and strengthen patient loyalty.
Nurture Campaigns
Nurture campaigns for big-ticket treatments—multi-step sequences designed to educate and re-engage patients over time.
The Dental App PRM interface showcasing automated recall management and patient retention tools designed to keep schedules full and patients returning for consistent care.
Recall Management
Retention flows for recall, reactivation, and patient education.
The Dental App PRM interface featuring a 2-way texting dashboard for real-time patient communication, appointment confirmations, and instant staff responses.
2-Way Texting
Stay connected with patients in real time.All texts—sent and received—are logged and tied to the patient file.
The Dental App PRM interface showcasing automated patient communication workflows, including appointment reminders, follow-ups, and post-operative instructions.
Automated Outreach
Keep your schedule full and patients on track. Automated reminders, follow-ups, and post-ops sent via text and email—no manual work needed.
The Dental App interface showcasing Mango Voice phone integration with real-time screen pops, caller ID recognition, and automated patient record syncing during active calls.
Mango Phone Integration
Answer, track, and return calls—all in one place. With Mango Voice integrated, every call is logged and linked to the patient profile.
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Bringing every part of your practice together, seamlessly.

Your practice, in one intelligent flow.

Less back-and-forth. Fewer gaps. Better decisions. The Dental App keeps every part of your practice connected, so growth feels automatic.
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