Dental practices lose production when the recall system is inconsistent and treatment plans sit unscheduled in the patient chart. OptiServe AI automates your recall communication, tracks treatment plan acceptance rates by provider, and manages the operational side of your practice so your clinical team can focus on dentistry.
✓ 30-day free trial | No credit card required | Cancel anytime
Recall management, treatment plan tracking, ADA code documentation, and staff scheduling.
Automated recall reminders at 3 months, 1 month, and 2 weeks before the hygiene appointment. Reactivation campaigns reach patients who are overdue and have not rescheduled.
Build multi-appointment treatment plans with ADA procedure codes, expected treatment sequence, and fee estimates per tooth. Track plan acceptance, partial completion, and outstanding treatment per patient.
Schedule by operatory, provider, and appointment type. Confirmation texts and email reminders reduce no-shows. Unconfirmed appointments surface on a dashboard 48 hours before the date.
Automated appointment confirmations, post-visit follow-ups, treatment plan reminders, and insurance authorization status updates — all without front desk intervention.
Schedule clinical and front office staff by role. Track hygienist and assistant license expiration dates. Credential renewal alerts prevent scheduling non-compliant staff.
See production by provider, treatment plan acceptance rate, recall retention rate, and case value trend. Production data updated daily — no waiting for month-end reports.
Solo dentists to group practices — no per-provider fees.
For solo dentists and small practices with 1–2 operatories.
For growing practices with 3–6 operatories and hygiene scheduling.
For established practices with treatment plan management and staff credentialing programs.
For DSO-affiliated practices and multi-location dental groups — contact sales for pricing.
All plans include a 30-day free trial. No credit card required.
General dentistry, orthodontics, and specialty practices.
"Treatment plan acceptance rate went from 48% to 67% after we started tracking and following up on outstanding plans. The system shows which plans have been sitting unscheduled and prompts a patient outreach. Simple but transformative."
"Our recall retention improved from 71% to 92% in one year. Automated reminders at the right cadence keep patients coming back. I used to have a full-time coordinator managing this manually."
"ADA code tracking inside treatment plans means our clinical team and front office are always aligned on what was planned vs. what was completed. Billing discrepancies dropped to near zero."
Get your recall system, treatment plan tracking, and staff scheduling running before your next month.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime