Available in workspaceSchedule protection
Schedule protection workspace
Daily schedule with risk flags, confirmations, and chair-time review.
Staff act on flags. No patient-facing actions are sent automatically.
Product Updates
Help shape the front-office workspace.
What changed recently, what's being polished now, and what teams asked for next.
Reviewed by front-desk teams. Updates land as practices use them.
Available in workspace
10Live in the workspace today, used in daily schedule review.
Available in workspaceRecall workflows
Recall opportunities queue
Recall list with priorities, filters, and staff-driven outreach steps.
Outreach happens after staff review.
Available in workspacePatient messages
Patient message review queue
Shared inbox with AI drafts that staff approve before anything goes out.
AI drafts require staff approval. No auto-send.
Available in workspaceInsurance/admin workflows
Insurance benefit checks
Track benefit checks per patient with manual verification by default.
Summaries are informational and require staff verification.
Available in workspaceClaim packet support
Claim packet checklist
Build claim packets with required items, narrative drafts, and staff notes.
Submission is handled by staff outside the app.
Available in workspaceImports
CSV imports for patients and appointments
Upload CSV batches with row-level success and failure reporting.
Available in workspaceTeam permissions
Team roles and practice members
Owner, admin, office manager, front desk, treatment and insurance roles.
Available in workspaceAI review workflows
AI output review queue
Every AI output is stored with a review status and reviewer trail.
Sensitive outputs default to needs-review.
Available in workspaceAutomations
Automation rules with task creation
Rules can create tasks, drafts, and review queues for staff.
Automations cannot send patient-facing messages or submit claims.
Available in workspaceIntegrations
Integration settings surface
Place to track which integrations are configured for the practice.
We list specific connectors only when a real integration exists.
Recently improved
3Tightened recently from front-desk feedback.
Recently improvedRecall workflows
Additional recall filters
Filter the recall queue by treatment type, last contact age, and provider.
Recently improvedSchedule protection
Morning brief grouping
Unconfirmed visits, open chairs, and follow-ups grouped for the morning huddle.
Recently improvedClaim packet support
Claim packet review flow
Walk through required items in order so insurance leads can review faster.
Being refined from practice feedback
4Currently being refined with practice teams.
Being refined from practice feedbackAI review workflows
Expanded AI review controls
More granular reviewer assignment and per-feature approval rules.
Approval defaults stay on for sensitive content.
Being refined from practice feedbackInsurance/admin workflows
Insurance verification audit trail
Per-patient log of who verified what, and when, for benefit checks.
Being refined from practice feedbackAutomations
More automation triggers and conditions
Additional event types and condition operators for the rule builder.
Automations continue to require staff approval for patient-facing actions.
Being refined from practice feedbackPatient messages
Internal staff messaging notes
Side-channel notes on a patient thread that never reach the patient.
Internal notes are clearly separated from patient-facing content.
Next workflow polish
4Queued as the next polish pass.
Next workflow polishImports
More import mapping templates
Saved column-mapping presets for common practice management exports.
Next workflow polishTeam permissions
Expanded team permission presets
Pre-built role bundles practices can adopt instead of configuring per-permission.
Next workflow polishSchedule protection
Multi-location reporting views
Compare chair-time and confirmation rates across locations in one view.
Next workflow polishClaim packet support
Claim packet attachment library
Reusable attachment groups so common procedures take fewer clicks to assemble.
Tell us what would help next.
What we polish next is shaped by what dental teams tell us is painful. Share the workflow you wish was easier — we read every submission.
A few promises:
- We won't auto-subscribe you to marketing.
- We won't publish your name, practice, or vote counts.
- Updates land as teams use them — see the changelog for what's recently shipped.