The CSV-email lead handoff
Most agencies dump weekly leads into a spreadsheet and email it to your office manager. That's the lead-handoff PHI risk nobody talks about. We integrate. The lead lands in your PMS the moment it converts.
CareRMFoundation tier
Leads land in your PMS. Not your inbox.
Foundation is the unified platform every other agency keeps emailing CSV exports instead of building. PMS-native CRM, AI texting, review funnel, reactivation sequences, and unified analytics. Wired directly into Denticon, Dentrix, Open Dental, CareStack, or Eaglesoft. Your front desk stops re-typing leads. Your patient data stops living in spreadsheets.
The problems Foundation solves on day one.
You're using 30% of your PMS
Whichever PMS you run on (Denticon, Dentrix, Open Dental, CareStack, Eaglesoft, others), most groups use a fraction of what they pay for. Three outside vendors charge you again for modules already in your stack.
No source of truth
Reviews live in one tool. Recall lives in another. Reactivation in a third. Reporting nowhere. Foundation collapses the stack so the team has one place to work and you have one place to look.
Six modules. One workspace.
Each one retires a vendor invoice or fills a gap your team has been patching by hand.
PMS-native lead sync
Every inquiry (phone, SMS, web form, paid ad, referral partner) lands in your PMS as a structured record. No CSV. No re-typing. No PHI in someone's inbox.
AI texting and missed-call textback
Missed call gets a text in seconds. Consent and quiet hours checked before any outbound. Studies show dental practices lose 35%+ of new patients to unanswered phones. We close that gap.
Review funnel and reputation routing
Post-visit review requests, 5-star routing to Google, lower-rating routing to a private inbox so your team can fix it before it lands publicly. Retire the third-party tool charging you $300/mo for what your PMS can already do.
Patient reactivation sequences
Auto-identify patients who haven't shown in 12+ months and drop them into a sequence. Most groups pay a third party to do this. We turn on what the PMS already ships.
On-site SEO and local content
Per-practice, locally targeted. Compounds month over month. The blog and on-site content most groups never get to because the agency forgot.
Unified analytics dashboard
Leads, calls, bookings, and attribution across the entire portfolio. For the first time, you know what's working and what isn't.
What success looks like in 90 days.
$150
Target new-patient acquisition cost. We work backward from your LTV.
20 → 30
New patients per practice per month. Realistic 90-day lift.
100%
Attribution back to spend. Every booked appointment traces to the source.
$1.5–3.8K
Per practice per month, typical recovered SaaS spend.
Denticon, Dentrix, Open Dental, CareStack, Eaglesoft. Same playbook. Different connector.
We’ve already built the integrations most agencies promise but never ship. Whichever PMS your group runs on, the Foundation modules land in the right place from day one.
Common questions
How is this PHI-safe?
PMS writes go server-to-server. PHI is hashed at the edge and scrubbed from any analytics payloads before they leave your domain. Every action lands in a tamper-evident audit log. BAAs are signed with every subprocessor. The architecture assumes patient data is sensitive by default.
Do we have to fire our current agency?
No. The audit on the first call lays out which invoices are earning their fee and which are duplicating PMS modules. You decide what to cut. Most groups keep one or two specialty vendors and retire the rest as Foundation modules go live.
How long does the PMS integration take?
Most PMSs are live within 7 to 14 days of kickoff. We handle the wire-up. You sit in the working session and confirm the routing. By the end of week two, leads are landing in the PMS as structured records.
What if we already have a CRM bolted onto our PMS?
Common. Usually it's an outside tool somebody installed years ago that nobody is fully using. We document what it does, what your PMS can do natively, and the cleanest path forward. Sometimes we keep it. Most of the time we retire it.