CareStack

Additional features

All-in-One Cloud-Based Platform

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.

Scalable Practice Management

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

AI-Driven Telephony Integrations (CS VoiceStack)

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.

AI for Patient Engagement

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.

AI for Insurance Verification

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

AI for Clinical Imaging

Incorporates AI capabilities related to clinical imaging processes and analysis.

AI for Clinical Documentation

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

AI for Case Acceptance

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

AI for Reconciliation Posting

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

AI for Payment Collection

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

AI for Reputation Management

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

Powerful Multi-location Scheduling

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

Membership Plans (CS Membership)

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

Text & Email Payment Reminders

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

Built-in Patient Notifications

Sends automated notifications to patients for various updates and events.

Built-in Appointment Reminders

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

Built-in Teledentistry

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

Two-way Patient Texting

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

Patient Portal

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

Online Self-service Scheduling

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

Patient Kiosk for Easy Self Check-in

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

Online Forms

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

Curbside Check-in

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

Online Patient Payments

Enables patients to securely make payments for services online.

Treatment Planning with E-signatures

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

Clinical Notes with Templates

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

General and Perio Clinical Charting

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

Digital Imaging Integrations

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

Electronic Prescriptions

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

HIPAA Compliant

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

Always-On Backups

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

Centralized Claims Management

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

Electronic Eligibility Verification

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

Electronic Statements

Generates and sends patient statements electronically for efficient billing.

Submit and Post Claims Electronically

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

Credit Card Processing & Card-on-file (CS Pay™)

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

Payment Plans with Auto Debit

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

Patient Financing

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

Dental Pay-By-Text

Enables patients to make payments conveniently via text message.

Configurable Reports & Dashboards

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.

Implant Tracker

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.

Lab Case Management

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

Remote Access

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

Consolidate Data from Multiple Systems

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

Intuitive User Experience (UI)

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

Frictionless Onboarding

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.

Dedicated Customer Support

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

Outsourced RCM Services (CareRevenue™)

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

VirtualAssistant™

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

Community

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

Integrated Ecosystem

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

Goals By Provider or Location

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