Turn Treatment Data Into Predictable Dental Revenue Growth
Most dental revenue opportunities already exist inside the practice they just remain unscheduled or incomplete.
SmartSync connects dental PMS systems with your CRM to track treatment proposals, pending procedures, completed treatments, and expected payments automatically.
Understand where revenue is being created and where it is being lost.
Track Treatment Intelligence Automatically
Millions in Treatment Revenue Are Not being Scheduled
Dentists often recommend treatments that patients put off or never book.
Marketing performance alone cannot solve growth challenges without understanding treatment conversion.
SmartSync helps uncover these opportunities.
Without visibility into treatment pipelines, clinics and agencies struggle to identify:
Unscheduled procedures
Delayed treatments
Lost production opportunities
Automatically Track the Entire Treatment Lifecycle
SmartSync continuously synchronizes treatment activity from supported dental practice management systems.
Every update becomes visible inside SmartSync analytics and CRM opportunities.
Monitor treatment progression from proposal to payment.
Treatment Proposed
- Identify treatment plans created for patients.
- Know some of the potential production coming into the pipeline
Pending Procedures
- Identify treatments which are unbooked or incomplete.
- These prospects are often tremendous untapped sources of revenue.
- Agencies and clinics can use this insight to trigger follow-ups or reactivation campaigns.
Treatment Completed
- Track procedures completed inside the PMS automatically.
- Measure operational performance and treatment acceptance trends.
Payment Realization
- Monitor payments collected after treatments are completed and understand revenue conversion performance.
Know the Future Production Before the Event
SmartSync anticipates future payments due to pending procedures and upcoming treatments.
Practices and agencies get a clear view of:
Value of Upcoming production
Treatment backlog
Revenue Opportunity in the Future
This enables teams to better plan their growth strategies.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Spot Growth Opportunities Beyond Lead Generation
Dental marketing agencies are frequently dedicated to filling the new patient pipeline.
SmartSync allows agencies to also identify revenue opportunities already inside the practice.
Agencies can help clinics:
Recover unscheduled treatments
Improve treatment acceptance
Reactivate patients needing procedures
This strengthens agency positioning as a growth partner rather than a lead provider.
Trigger CRM Campaigns Based on Treatment Activity
SmartSync writes treatment updates into CRM systems where automation workflows can be triggered.
Examples include:
Follow-up campaigns after treatment proposals
Reminder sequences for pending procedures
Patient education workflows
Revenue recovery automation
Automation becomes aligned with real clinical opportunities.
Understand Treatment Within the Patient Journey
SmartSync also syncs important lifecycle Data.
Follow along treatment activity:
With this you get full context to more intelligent outreach and retention strategies.
Track Treatment Performance in Multiple Clinics
Agencies and DSOs with multiple locations have visibility into the treatment pipelines across all their locations.
Compare:
Address operational deficiencies fast.
Works With Leading Dental PMS Platforms
Supported systems include: (All integrations support two-way synchronization)
CRM Integrations
From Reactive Reporting to Revenue Intelligence
No SmartSync:
- Treatment options are not clearly seen
- Follow-ups occur by hand
- No easy way to forecast revenue
With SmartSync:
- Treatment pipelines are revealed
- Automation drives better conversion
- Revenue becomes predictable
SmartSync seamlessly connects clinic operations with growth strategy.
Frequently Asked Questions
Unlock Revenue Already Inside the Practice
Track treatment opportunities, recover lost production, and forecast future payments automatically.
Join agencies and clinics already using SmartSync across 80+ dental practices.