A few helpful answers.

Explore the service you’re interested in, or review the pricing options.

Digital Take-Home Treatment Plans

What is a digital take-home treatment plan?

It’s a personalized treatment plan patients can access through their own patient app. Instead of leaving with only a verbal explanation or treatment estimate, patients can review what their dentist found, why it matters, recommended treatment, potential consequences of doing nothing, treatment costs, and relevant dental photographs or X-rays. They can revisit their plan and accept recommended treatment whenever they’re ready.

How does it work?

Simply enter the patient’s treatment information: what you found—the patient’s diagnosis and clinical findings; why it matters—why the condition needs attention; recommended treatment—what you recommend and why; what happens if nothing is done—the potential consequences of leaving the condition untreated; treatment costs—the estimated financial commitment; and photographs or X-rays—relevant images supporting the diagnosis. The information is presented in a personalized, easy-to-understand treatment plan inside the patient’s PWA.

Do patients need to download an app?

No. Patients access their treatment plans through a Progressive Web App (PWA). It works on their phones without requiring an App Store or Google Play download. They can also add the app to their home screen for convenient access.

Can patients accept treatment after leaving the office?

Yes! Patients can review their recommended treatment and accept it directly from their patient app whenever they’re ready. This makes it easier for patients who need time to think, discuss treatment with family, or review their finances. Your practice follows up to arrange the appointment.

Will patients receive a notification when their plan is ready?

Yes. Patients receive an email notification when their treatment plan becomes available. They can then open their patient app to review the details.

Can I include intraoral photographs and X-rays?

Yes. You can include relevant intraoral photographs and X-rays to help patients see and understand their dental conditions.

Can patients review their treatment plans more than once?

Absolutely. Their treatment plans remain accessible in their patient app, allowing them to revisit the recommendations, costs, and explanations whenever they need to.

Will this help increase treatment acceptance?

The product is designed to remove common barriers to treatment acceptance, including forgotten explanations, uncertainty about recommendations, and difficulty discussing treatment costs with family. While results vary by practice, giving patients clear information and an easy way to accept treatment can help more patients move forward with recommended care.

How much does it cost?

Just $20 per month or $220 per year. Both options include the same features. The annual plan saves you $20 compared with paying monthly.

Custom Patient Follow-Ups

What are custom follow-up sequences?

They are reusable messages sent at chosen intervals after a verified appointment. You control the wording, timing, treatment type, and whether each message is enabled.

Can different treatments have different messages?

Yes. Build a different sequence for each treatment or use a general sequence where appropriate.

Do I have to write every message?

No. Start with ready-made messages, review them, and customize them for your practice. You can also write your own.

Can I choose exactly when messages arrive?

Yes. Use Day 1, Day 3, Day 7, Day 14, or your own supported intervals.

Do staff have to send every message?

No. Once the sequence and service are active, a verified visit triggers the applicable scheduled messages.

How is a patient’s visit logged?

The patient scans the practice’s current visit QR code and selects the service they received. Staff can also record a real visit. Joining the app alone never logs an appointment.

Can messages include aftercare instructions?

Yes. Your practice should review and approve clinical instructions before using them. Assistant aftercare relay has a separate review and activation setting.

Can I edit the sequence later?

Yes. Update the wording, timing, and enabled messages in your practice dashboard.

How does this support retention?

Consistent, thoughtful communication can help patients feel supported between appointments. Outcomes depend on the overall patient experience.

Story Objects

What are Story Objects?

Physical items selected to help practices create memorable experiences, such as superhero kits, miniature coats, dental-themed pens, and personalized keepsakes.

How can they support referrals?

An interesting object can give patients a natural reason to talk about their experience and introduce your practice. Referrals are not guaranteed.

Is browsing free?

Yes. Browsing the collection and its experience ideas is free. Optional physical purchases and shipping are separate.

What kinds of objects can I find?

Dental-themed pens, kits, miniature coats, children’s rewards, personalized keepsakes, and other creative objects.

How do I choose an object?

Use the guidance about who it suits, the right moment to give it, and how to introduce it.

Are they only for pediatric practices?

No. Choose objects that fit your patients and the experience you want to create in a general, family, cosmetic, or specialty practice.

Do I have to buy an object?

No. Purchasing is optional. You can browse ideas and guidance without buying anything.

Will they guarantee more referrals?

No. They create opportunities for conversations; results depend on the object, how it is introduced, and the patient’s overall experience.

Can my team use the ideas?

Yes. The guidance helps your team introduce the object and create a thoughtful moment without needing a dedicated marketing team.

Recall & Cancellation Recovery

What is Recall & Cancellation Recovery?

It combines automated recall messages with announcements for newly available appointments in the patient app.

How do recall messages work?

Choose an interval after the last verified visit, review your message, and add an optional gift. Eligible patients receive it when the interval is reached.

Can I choose my own interval?

Yes. Choose 180 days, 365 days, or a custom supported interval.

Can I customize the message?

Yes. Edit the subject, preview, and message body, or use the ready-made starting point.

Can I offer a gift for returning?

Yes. Set your gift, conditions, and expiry. Your practice confirms eligibility and any applicable professional or insurance requirements.

How does cancellation recovery work?

Enter the service, patient-facing details, date, time, and audience. Interested patients can request the opening in their app, and your team confirms the booking.

Does the system automatically book an appointment?

No. It helps announce openings and receive patient requests. Your team decides suitability and finalizes the appointment.

Do patients need to download an app?

No. Their patient app works in a browser and can be added to the home screen.

Will it increase revenue?

It can create more opportunities for returning patients and filled appointments. Actual outcomes depend on patient participation, suitability, and completed visits.

Monthly Newsletters & Milestones

What does this service include?

Monthly newsletters and personalized messages for birthdays, anniversaries, holidays, and other supported occasions.

What makes the newsletters different?

They use curiosity, interesting questions, and storytelling to give patients a reason to open and read, rather than repeating familiar hygiene tips.

Do I have to write each newsletter?

No. Start with ready-made content, then review and personalize it for your practice.

Can I review before sending?

Yes. Keep automatic approval off to review each issue. Automatic sending is an explicit setting.

Which occasions can I celebrate?

Birthdays, patient anniversaries, Christmas, New Year, Easter, and other supported holidays. Each has its own message and enabled setting.

Can I write my own greetings?

Yes. Edit the subject, preview, and body for each occasion.

Can I include gifts?

Yes. Each occasion can have an optional gift with its own wording, conditions, and expiry.

Do I need to remember birthdays?

No. Once the reviewed service is active, the system uses the patient’s birthday and configured occasions to send eligible messages.

Will this improve retention?

Consistent, meaningful communication can support familiarity and stronger relationships. Results depend on the overall patient experience and other factors.

AI Patient Personal Assistant

What is the patient personal assistant?

It lives in the patient app and answers routine practice questions using information your practice has provided and approved.

How do I train it?

Have a conversation with it. Explain hours, policies, insurance, payment options, and how you want routine questions handled. Review and save the facts it should use.

Can I update it later?

Yes. Tell it about changes and confirm the updated information before it is used in patient conversations.

Can it provide clinical advice?

It does not diagnose or assess clinical questions. Those questions go to your team. By default, aftercare relay is also off. Your practice can separately review and enable exact, approved instructions for a relevant verified procedure.

What questions can patients ask?

Office hours, location, accepted insurance, payment options, appointment policies, parking, accessibility, and other approved practice information.

What happens when it cannot answer?

It gives the patient a trusted practice phone number and a clear question to ask the front desk. The patient can also choose to send the question to the team and receive a notification when the team replies.

Does it replace my receptionist?

No. It supports the front desk by handling routine information while people handle scheduling, complex requests, clinical concerns, and individual care.

Do patients need another app?

No. The assistant is part of their existing patient app.

Can custom instructions override clinical safeguards?

No. Clinical assessment stays with your team, and aftercare relay requires its own reviewed, relevant instructions and explicit activation.