Platform tour
One system, eight jobs, zero copy-paste between them
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, and the recall campaign knows who's overdue — automatically.
01The 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 doc →- Edit-in-place studio — change text, photos, services, and hours by clicking the page
- AI copy assistant with a monthly allowance on every tier (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
02Acquisition
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 doc →- 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 Open Dental connected, bookings push into the PMS and cancellations clear the slot
03Retention
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 doc →- 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
04Communication
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 doc →- 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
05Reputation
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 doc →- 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
- Per-patient rate limiting so nobody gets over-asked
06Reactivation
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 Open Dental is connected, its recall engine drives the due dates.
Read the setup doc →- Self-maintaining audiences from lifecycle + recall status
- System templates with your voice: reactivation, birthday, welcome
- Sent → Opened → Clicked → Booked attribution to real appointments
- One-click unsubscribe honored everywhere automatically
- SMS channel on the roadmap — not available yet
07New 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 doc →- 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
08The foundation
Open Dental sync through the official API — only
DreamCRM wraps your PMS; it never replaces it and never sneaks behind it. The Open Dental sync is two-way through OD’s sanctioned API: patients, appointments, providers, balances, and recall due dates flow in; bookings, cancellations, and a CommLog mirror of every message we send flow back — all visible in your OD audit trail. Open Dental has publicly cautioned its customers about vendors writing directly into its database; we built the integration they recommend instead.
Read the setup doc →- Two-way: imports patients/visits/balances/recall, pushes bookings + cancellations
- CommLog mirroring — our sends appear in each patient’s OD chart
- 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
- Dentrix Ascend next (partner approval in progress)
Ten minutes from signup to a live website
Start on Basic with the website, switch tiers as you adopt more. Month-to-month, no contract.