One system for the whole front office, zero copy-paste between the parts
Because it's one product, the modules compound: a website lead becomes a patient record, the patient gets a portal, the visit triggers a review request, the recall campaign knows who's overdue, and the front desk sees all of it on one morning screen — automatically.
Chapter 1 of 10
Run the day
The front desk’s whole morning on one screen
Every module above feeds a daily-ops layer built for the person at the desk. The Overview is a morning huddle — today’s chairs, who hasn’t confirmed, what came in overnight. The Appointments agenda groups the day the way the desk thinks and ages unconfirmed visits from green to red; a freed slot offers itself to your fast-pass waitlist before it goes empty. Follow-ups create themselves from balances, overdue recall, and unconfirmed visits, so nothing slips. And the money side is handled: booking deposits, online balance payments, patient-started payment plans with card-on-file autopay, and a collections workboard.
Read the setup docWhat’s included
6 included
- Morning-huddle Overview: today’s chair, attention cards, overnight activity
- Appointments agenda with aging edges + one-click confirm / reschedule / no-show
- Fast-pass waitlist: a cancelled slot fills itself before it goes empty
- Booking deposits (per visit type) that confirm the appointment on payment
- Self-running follow-ups from balances, recall, and unconfirmed visits
- Collections workboard + payment plans with card-on-file autopay
Chapter 2 of 10
The storefront
A practice website you actually control
Most practices rent their website from an agency and email support to change a sentence. Your DreamCRM site is yours: open the Website Studio and your real, live site appears in an editable canvas — hover any section, click Edit, save, published. Services come from a curated dental library with per-practice AI customization; the blog, SEO plumbing (sitemaps, local schema, social cards), careers page, and lead forms are all part of the same site.
Read the setup docWhat’s included
6 included
- Edit-in-place studio — change text, photos, services, and hours by clicking the page
- AI copy assistant with a monthly allowance included (manual editing is always free)
- Services library with detail pages, FAQs, and navigation that build themselves
- SEO dashboard reading real Google Search Console data
- Blog with AI-drafted posts you review before publishing
- Careers page with JobPosting schema — Google for Jobs indexes your openings free
Chapter 3 of 10
Acquisition
Online booking that protects the schedule
Patients book from your real availability — office hours minus what is already on the books, in your timezone — on your public site and in the portal. The classic self-scheduling failure (a root canal booked into a 30-minute cleaning slot) is designed out: you choose which visit types are bookable online, and everything else routes to a phone call.
Read the setup docWhat’s included
6 included
- Live slot grid, double-booking impossible (the second patient is asked to re-pick)
- Visit-type rules and minimum-notice windows, set by you
- After-hours capture — bookings happen when your phones are off
- Confirmation emails carry your intake form automatically
- Every booking tagged with its source: website, portal, or front desk
- With your PMS connected, bookings push into it and cancellations clear the slot
Chapter 4 of 10
Retention
A patient portal wearing your brand, not ours
Patients get a warm, mobile-first portal with your logo, your colors, your voice — not dental-software chrome. They confirm and self-reschedule visits, fill forms before they arrive, see their balance with an honest as-of date, pay online, and manage the whole family from one passwordless login. You control every feature with toggles where off means gone — no dead links — and preview the result as a patient before sharing it.
Read the setup docWhat’s included
6 included
- State-aware next-visit card: confirm → add to calendar → directions → reschedule
- Self-serve reschedule/cancel with your notice window ("call us" inside it)
- Passwordless sign-in links — portals die on forgotten passwords
- Family access: parents manage kids’ visits and forms from one login
- Online balance payments through your own Stripe account
- Per-feature toggles + welcome copy + announcement bar + preview-as-patient
Chapter 5 of 10
Communication
Every patient conversation in one thread
Portal messages and patient email merge into a single conversation per patient, so the front desk answers people, not channels. Threads a patient is waiting on grow an aging edge from green to red — the inbox triages itself. Your practice Gmail connects too, with team triage for everything that isn’t a patient thread.
Read the setup docWhat’s included
5 included
- One thread per patient across portal + email
- Aging colors on unanswered inbound — nothing rots silently
- Reply templates for the three messages you send fifty times a week
- Connected Gmail inbox with assignment and resolve states
- Patient-facing email sends from your practice identity, not ours
Chapter 6 of 10
Reputation
Reviews collected at the right moment
After a good visit, send a one-tap review request. The patient writes their words on your page; you choose which become testimonials on your website — their exact words, never edited — and they’re invited onward to Google where public reputation compounds. Same ask to every patient, no rating-gating: clean under the FTC’s fake-reviews rule.
Read the setup docWhat’s included
5 included
- Text-first review capture you own, with Google/Healthgrades/Facebook share-on
- One-click feature/unfeature onto your website’s testimonial section
- Ready-to-ask list driven by completed visits
- Post-visit 0–10 NPS surveys with detractor escalation to the owner
- Per-patient rate limiting so nobody gets over-asked
Chapter 7 of 10
Local presence
Your Google profile and socials, run from one place
Connect your Google Business Profile in a couple of clicks and the real reviews patients leave sync in — reply from your dashboard, and your live star rating shows on your website. The same connection keeps your Google hours, address, and photos in step with your site and surfaces your local search performance on the SEO and Analytics pages. Then compose once and publish — or schedule — to Google, Instagram, Facebook, TikTok, YouTube, and LinkedIn from a single composer with a content calendar.
What’s included
6 included
- Real Google reviews sync in — reply in one place; they drive your site’s rating
- Facebook recommendations alongside them, with a reply link-out
- Google hours, address, and photos keep your site current automatically
- Local performance — impressions, calls, directions — on SEO + Analytics
- One composer → Google, Instagram, Facebook, TikTok, YouTube, LinkedIn
- Schedule ahead and see everything on a content calendar
Chapter 8 of 10
Reactivation
Recall that fills chairs, measured honestly
Audiences build themselves from live patient data — due, overdue, lapsed, birthdays — and stay current without list maintenance. Warm templates go out by email with booking links, and the funnel reports what matters: not opens, but visits actually booked. If your PMS is connected, its recall engine drives the due dates.
Read the setup docWhat’s included
6 included
- Self-maintaining audiences from lifecycle + recall status
- System templates with your voice: reactivation, birthday, welcome
- Sent → Opened → Clicked → Booked attribution to real appointments
- Loyalty program + refer-a-friend with booking attribution
- Broadcast a segment-picked message from the inbox in one shot
- One-click unsubscribe honored everywhere automatically
Chapter 9 of 10
New revenue
A shop and membership plans nobody else ships
Sell whitening kits, electric brushes, and branded merch from your own website, and run in-house membership plans (the uninsured-patient answer) with benefit tracking. Payments run through your own Stripe account — payouts land in your bank, not ours. No orbital-layer competitor ships a storefront; this is yours alone in the category.
Read the setup docWhat’s included
5 included
- Product catalog with variants, inventory, pickup or flat-rate shipping
- Membership plans billed monthly or annually, with benefit usage tracking
- Birthday coupons and promo codes
- Stripe Connect: your account, your payouts, your Stripe dashboard
- Order pipeline from paid to picked-up/shipped
Chapter 10 of 10
The foundation
PMS sync through official, sanctioned paths — only
DreamCRM wraps your PMS; it never replaces it and never sneaks behind it. One bridge reaches Open Dental, Dentrix, Eaglesoft, and most other systems — we set it up with you in a short server install. Patients, appointments, providers, insurance, and family links flow in; bookings and cancellations flow back; everything moves through official, sanctioned paths. Open Dental has publicly cautioned its customers about vendors writing directly into its database; we built the kind of integration they recommend instead.
Read the setup docWhat’s included
6 included
- One bridge for Open Dental, Dentrix, Eaglesoft + more — set up with you, free
- Two-way: imports patients/visits/insurance/family, pushes bookings + cancellations
- Transparent field map on the integration page: exactly what reads and writes
- Sync-health monitoring with proactive alerts — never silent failure
- Charts, procedures, and claims never move; clinical data stays in the PMS
- Online booking offers your real open times, straight from the PMS schedule
And so much more
The parts that don’t need their own tour
Deep systems that ride along with the modules above — no add-on line items, all in the same flat price.
Digital intake forms
Photo & insurance-card fields, OCR autofill, AI pre-visit summary, Spanish, kiosk mode, and an OD chart mirror.
Membership plans
In-house plans for the uninsured — monthly or annual, with benefit-usage tracking and a portal upsell.
Payment plans
Patient-started installments with card-on-file autopay, retries, and a collections workboard.
Careers + ATS
Public job postings with JobPosting schema (Google for Jobs) and a hiring pipeline.
Practice analytics
A scorecard of new patients, retention, reputation, and search — measured against the prior window.
Loyalty + referrals
Points for visits and a refer-a-friend link with booking attribution baked in.
Custom domains
Point your own domain at your DreamCRM site with managed SSL.
Family access
One passwordless login runs the whole household’s visits, forms, and balances.
Honest by default
Published pricing, month-to-month, official APIs only, and every gap marked before you buy.
Ten minutes from signup to a live website.
Everything you just read is live in the product today — one plan, one price, month-to-month. Run it on your own practice for a week before you decide.