About CareRM

Five of us. Not another agency.

A small team with specific specialties: cybersecurity, identity and attribution engineering, governance and risk, operations, and production. Together. CareRM exists because the agencies serving multi-location dental groups stopped shipping years ago. Same pitch, different slides, PDF every month, nothing changes. We built a different thing.

The story

Where this came from.

The agency category problem.

We started CareRM after watching multi-location dental groups burn six-figure budgets on agencies that emailed PDFs and forgot to ship. The playbook is the same on every group’s quarterly review: “we’ll grow new patients, here’s the dashboard.” The dashboard moves. The patient count doesn’t. And the line items keep stacking.

The team.

Five of us, with the combined background dental marketing actually needs. Between us: 2.5 years as Lead Cybersecurity Architect at NetJets running application security and 14TB of security telemetry per month, identity management and user attribution engineering that makes closed-loop attribution actually work in production, governance, risk, and compliance program design alongside machine learning and quantitative models built inside a hedge fund, operational and compliance discipline from one of the most regulated financial institutions in the country, and an ad specialist who shoots and edits dental video with the cameras, lighting, color grading, and editing chops to make patient stories land. LoreKit (our AI pipeline) takes that footage and gives us iteration speed no agency can match. We build CareRM the way each of us learned to build: integration-first, server-side, audited, no surprises.

Why dental.

Dental groups are software-hungry and two cycles behind. The agencies serving them are decades behind. The buyers (DSOs, PE platforms, sophisticated operators) deserve better than another PDF nobody reads. We fill the role the operator doesn’t have time to hire.

What we stand for

The rules we picked, and don’t bend.

Engineering, not theater

If a vendor can't explain how the integration works, the integration doesn't work. We ship the system. We don't ship dashboards.

Own the number

We sit in your weekly working sessions, own the new-patient metric, and decide which of your existing vendors stay and which get cut. The wins are yours. The misses are ours to fix.

PHI is not a checkbox

Server-side tracking, hashed identifiers, BAA-covered vendors, audited everything. We treat HIPAA as architecture because we've shipped enterprise security at scale.

What this means for your group

Enterprise-grade infrastructure. Operator-grade outcomes.

The engineering background matters because of what it lets us promise you. Three things we’ll commit to in writing.

Patient data treated like patient data

BAAs on every vendor that touches your stack. Server-side tracking that never lets a name or procedure code reach Meta or Google. A tamper-evident log you can hand to your compliance officer. Built the way enterprise healthcare treats PHI, because that's the floor.

Systems that hold up under your portfolio

The same kind of infrastructure that runs at scale in aviation and Fortune 500 security operations. Your group on Denticon, Dentrix, Open Dental, CareStack, or Eaglesoft plugs in cleanly. We don't fall over when you go from two practices to forty.

Numbers you can defend to your board

Every booked consult and every closed case ties back to the ad, the page, the variant. Per-location cost of acquisition you can compare across the platform. Reports that survive due diligence, not PDFs nobody reads.

See what we’d run in your portfolio.

Reserve your free audit