CareStack

Consolidates all core dental practice functions—including clinical, administrative, patient engagement, and financial management—into a single, integrated cloud system, eliminating the need for separate software and reducing upsells.

Designed to efficiently serve practices of all sizes, from single-location private offices to multi-location groups and large enterprise Dental Support Organizations (DSOs).

An advanced AI-powered phone system that answers calls 24/7, understands caller intent, triages visits, flags urgent clinical calls to on-call doctors via SMS/email, and captures call metrics for operational insights.

Utilizes AI to respond to reactivation and recall texts, answer common patient questions (hours, insurance), offer real-time scheduling openings, and escalate complex threads to live staff.

Leverages AI to assist with checking patient insurance eligibility and quickly receiving responses.

Incorporates AI capabilities related to clinical imaging processes and analysis.

Features AI medical scribe functionality for voice dictation, customizable templates, and multilingual translation for efficient and accurate clinical note-taking.

Uses AI to create personalized video presentations for treatment plans and tracks viewing metrics to improve case acceptance rates.

Automates the posting of payments and reconciliation processes using AI, including reading paper EOBs and matching them to bank deposits.

Provides AI-powered assistance to streamline and optimize payment collection processes.

Leverages AI to help manage and improve the practice's online reputation, including gathering and responding to reviews.

Enables efficient and centralized management of appointment schedules across all practice locations.

Allows practices to create, manage, and integrate customizable in-house membership plans for patients, fostering loyalty and increasing case acceptance.

Automates sending personalized reminders for pending payments via text and email.

Sends automated notifications to patients for various updates and events.

Automatically sends appointment reminders via text and email to significantly reduce no-shows and identify schedule gaps.

Integrates video consultation tools directly into the platform, allowing for virtual appointments, meetings, and remote patient consultations.

Enables seamless and convenient two-way text communication between the practice and patients.

A secure online portal providing patients with access to their forms, treatment plans, appointment information, and the ability to make online payments.

Allows patients to book or request appointments directly through the practice's website or portal at their convenience.

Streamlines the check-in process by allowing patients to check themselves in and complete digital forms in the office.

Provides digital versions of all necessary patient intake and consent forms for convenient online completion.

Facilitates streamlined check-in for patients arriving at the clinic, often from their vehicles.

Enables patients to securely make payments for services online.

Allows for the creation, customization, and presentation of treatment plans with the added convenience of electronic signature capture.

Offers efficient documentation of patient cases using customizable templates for clinical notes.

Provides comprehensive charting functionalities for both general dentistry and detailed periodontal health assessment, including interactive odontograms and customizable care panels.

Seamlessly integrates with various digital imaging systems (e.g., Dexis, CareStream, SOTA Cloud Imagine) for capturing, accessing, displaying, and sharing critical diagnostic images.

Enables secure, efficient, and compliant electronic prescribing of medications directly from the platform (e.g., via DoseSpot integration).

Ensures that all operations, data handling, and patient information storage adhere strictly to HIPAA regulations for privacy and security.

Provides continuous and automatic data backups to ensure data security, integrity, and quick recovery.

Manages all insurance claims from a single, centralized dashboard, allowing real-time tracking of claim statuses and efficient follow-ups.

Quickly and accurately verifies patient insurance eligibility and benefits, reducing phone calls and administrative burdens.

Generates and sends patient statements electronically for efficient billing.

Automates the submission of electronic claims and facilitates the auto-posting of electronic remittance advice (ERA) for faster reimbursements.

Offers integrated, secure credit card processing and the ability to securely store patient cards on file for recurring payments.

Allows practices to set up customizable patient payment plans with automated debit options for convenient collection.

Integrates with patient financing solutions to offer flexible payment options and boost case acceptance.

Enables patients to make payments conveniently via text message.

Provides customizable reports, dashboards, and scorecards for real-time tracking of key performance indicators (KPIs) and operational insights, with filtering options by location, provider, or user.

Offers built-in capabilities to meticulously track the activity timelines and details associated with dental implants, including identifying affected patients in case of failures or recalls.

Tracks and logs all tasks associated with dental lab cases from initiation to completion.

Allows authorized users to securely view and manage data from any internet-connected device, supporting remote work.

Capable of consolidating data from various external systems through extensive API integrations, providing a unified "single source of truth."

Features a modern, user-friendly interface that is easy to learn, use, and teach to new staff.

Supports seamless data migration from previous PMS with zero data loss, comprehensive user training (CareStack University with videos, checklists, instructor-led sessions), and reliable customer support.

Provides prompt and thorough support via chat, email, and phone.

Offers outsourced revenue cycle management services to optimize collections and reduce administrative burden.

Provides outsourced front office services to help manage calls and patient interactions.

Offers an online platform for users to engage with like-minded peers.

Connects with various popular dental tools and partners for a highly integrated experience.

Allows setting and tracking production goals for individual providers or specific practice locations.