Recently shippedSchedule 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.
Recently shipped
8Live in the workspace today.
Recently shippedRecall workflows
Recall opportunities queue
Recall list with priorities, filters, and staff-driven outreach steps.
Outreach happens after staff review.
Recently shippedPatient 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.
Recently shippedInsurance/admin workflows
Insurance benefit checks
Track benefit checks per patient with manual verification by default.
Summaries are informational and require staff verification.
Recently shippedClaim packet support
Claim packet checklist
Build claim packets with required items, narrative drafts, and staff notes.
Submission is handled by staff outside the app.
Recently shippedImports
CSV imports for patients and appointments
Upload CSV batches with row-level success and failure reporting.
Recently shippedTeam permissions
Team roles and practice members
Owner, admin, office manager, front desk, treatment and insurance roles.
Recently shippedAI review workflows
AI output review queue
Every AI output is stored with a review status and reviewer trail.
Sensitive outputs default to needs-review.
Planned
4On the near-term build list. No dates are promised.
PlannedAI review workflows
Expanded AI review controls
More granular reviewer assignment and per-feature approval rules.
Approval defaults stay on for sensitive content.
PlannedInsurance/admin workflows
Insurance verification audit trail
Per-patient log of who verified what, and when, for benefit checks.
PlannedAutomations
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.
PlannedPatient 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.
Exploring
4Being scoped with practice teams; not yet committed.
ExploringImports
More import mapping templates
Saved column-mapping presets for common practice management exports.
ExploringTeam permissions
Expanded team permission presets
Pre-built role bundles practices can adopt instead of configuring per-permission.
ExploringSchedule protection
Multi-location reporting views
Compare chair-time and confirmation rates across locations in one view.
ExploringClaim 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.