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Revenue operations for modern clinics

From inquiry to collected payment.

One workspace for leads, visits, billing, and your clinic site. Every step stays traceable in the same place.

Workspace

Hover a panel or watch the tour

Start Free Explore demo workspace platform_experience.hero.tertiary_cta
  • Human approval on sends
  • Clinic-scoped by default
Total Revenue
Collected this month
Demo data
Appointments Today
18
Scheduled for today
Demo data

Today's Schedule

Live appointment queue for today. Confirm, complete, and bill from each visit.

Waiting / active 4
Completed today 11
Revenue today $8,420
Reminders due 6
Time Patient Doctor Service Status
09:00 Patient A Dr. 1 Consultation Confirmed
11:30 Patient B Dr. 2 Hygiene Scheduled
14:00 Patient C Dr. 1 Follow-up Confirmed
Demo data

Leads by Status

Overview of lead status distribution

New Lead 12
New Lead12
Contacted8
Qualified5
Booked Appointment3
Demo data

Clinic Copilot

Clinic priorities

Critical
  • Send payment reminders for 6 open balances
Important
  • Confirm 14 appointments for tomorrow
Important
  • Follow up on 4 qualified leads from WhatsApp
Optional
  • Review 3 invoices before end of day
Demo data

Action Approval Panel 4

Approve, reject, or run AI suggestions. Financial actions need explicit approval.

High

Payment reminder batch

Finance team, 12 patients

Approve
Medium

Appointment reschedule

Front desk, Chair 2

Approve
Medium

Treatment plan update

Clinical team, patient record

Approve
Low

Marketing copy publish

Compliance review, landing page

Approve
Demo data

Smart Action Center

Treatment completion 82%

Appointments needing confirmation

1

Confirm tomorrow's visits

14 appointments with SMS draft ready

Demo data

Unpaid invoices

Outstanding balances $18,240
Unpaid invoices 7
Collection rate 91%
Demo data

Notifications 5

  • Appointment confirmed 10:30 at Chair 2
  • Lead assigned to coordinator New inquiry via WhatsApp
  • Invoice awaiting approval Finance after visit completed
  • Treatment plan signed off Clinical patient record updated
  • Reminder sent successfully Schedule reminder for tomorrow
Demo data
Clinic workspace Demo preview
Product

Explore the operating system

  • Real admin panels
  • Preview stays on page
Appointments Today
18
Scheduled for today
Demo data
Total Revenue
Collected this month
Demo data

Leads by Status

Overview of lead status distribution

New Lead 12
New Lead12
Contacted8
Qualified5
Booked Appointment3
Demo data

Smart Action Center

Treatment completion 82%

Appointments needing confirmation

1

Confirm tomorrow's visits

14 appointments with SMS draft ready

Demo data
Context

What breaks without a connected system

01

Leads split across channels

WhatsApp, site forms, and ads do not share one pipeline view.

02

Schedule and billing diverge

Visits complete before invoices exist in the same record.

03

Publish without a compliance gate

Healthcare advertising rules are not checked before go-live.

Journey

Lead to payment

  • Source tracked end-to-end
  • Visit links to invoice
  • Permissions per role
01 Lead

Inquiry captured

Workspace state Lead record with source attached
Assistant
Clinic manager

Draft payment reminders for patients with visits this week and open balances.

  • Context from your modules
  • Draft before execute
  • Finance actions gated
Preview chat

Scripted answers with the same interaction model as the workspace assistant.

Controls

AI proposes, staff approves

Low Marketing copy publish Compliance review, landing page

Draft until compliance clears

Structure

Four layers from screens to data

Layers auto-cycle. Select one to explore.

Experience

Surfaces staff and patients use

Admin CRM, public clinic site, and AI workspace

Includes
  • Admin CRM
  • Public site
  • AI workspace
Pricing

Invest in operational excellence

Transparent plans for solo practices, growing clinics, and multi-location operators.

Forever free

Perfect for solo dentists

Start Free

$0.00 / month

No credit card required

Features
  • Patient CRM
  • Appointment scheduling
  • Public booking page
  • Clinic website
Limits
  • 1 doctor
  • 300 patients
Start Free
Most popular

Growing clinics

Starter Clinic

$29.00 / month

Billed monthly

Features
  • Everything in Start Free
  • Unlimited patients
  • Unlimited appointments
  • Up to 3 doctors
Choose Starter

Medium clinics (4–8 doctors)

Pro Clinic

$79.00 / month

Billed monthly

Features
  • Everything in Starter
  • Up to 8 doctors
  • Revenue intelligence
  • Marketing intelligence
Choose Pro

Large clinics & chains

Enterprise Clinic

$199.00 / month

Billed monthly

Features
  • Everything in Pro Clinic
  • Unlimited doctors
  • Unlimited AI
  • Unlimited locations
Contact Sales
Pricing

Key plan differences

Only the rows that change between tiers — full comparison on the pricing page.

What you get Start Free Starter Clinic Pro Clinic Enterprise Clinic
Platform modules
Finance Engine — Limited Full Full
AI Intelligence Limited Limited Limited Full
Growth Engine — — Limited Full
Usage limits
Max doctors 1 3 8 999
Appointments / month 100 Unlimited 1,000 Unlimited
Active patients 300 Unlimited 5,000 Unlimited
Compare all plans
Evaluation

From call to go-live

Demo with your clinic context

Shipped Demo ready Now AI shipping Commercial no public tiers

No. This is dental revenue operations only.

Next step

See the workspace with your clinic.

Reply within two business days

Book a walkthrough