Automated Recall Booking
Proactively contacts patients overdue for scaling or recall appointments

Patient-Facing Digital Forms
Highly customizable, editable, and signable forms sent via email or text for completion on any device.

Broadcast Messaging
Instantly notify all active patients about updates, staff changes, closures, or holiday greetings.

Unbooked Appointment Messaging & Targeted Marketing
Filter contacts and send templated messages to encourage bookings, ideal for patient education and maximizing insurance benefits.

EOB Reconciliation Automation
Automatically updates expected insurance amounts based on received Explanation of Benefits.

Clinical Note Protection Enhancements
Lock notes for editing by a single user and enable sign-off/certification of note content.

Password Security Improvements
Mandatory password updates every 6 months (or custom threshold), with enhanced complexity requirements and easy reset options.

ITRANS Attachment & CDCP Support
Submit electronic attachments to insurance carriers via ITRANS.

Treatment Status Mode
The alternate charting display shows treatment states by colour on the odontogram.

Security Enhancements
Additional certificates, signatures, and tracking to prevent malicious changes.

Statement Sharing Improvements
Email or print statements as of the last zero balance for concise patient communication.

Global Navigation Bar
One-click access to all essential features.

Notification on Booking
Immediately send a message to the patient after an appointment is booked so that they have a record to review later.

Ability to Send Automated Message Templates “x” minutes before or after an Appointment
Further enhance the message automation capabilities available to ensure you can send a variety of automated messages before or after each patient’s appointment.

Patient Check-In
Allow your patients to press a button on their phone when they arrive so that members of your team, even in operatories, will know their patient has arrived.