No. Dentistry Automation is designed for teams that want to keep their existing practice-management system while improving the manual revenue-cycle work around it. Technical discovery starts with the deployed environment, access method, data that is available, operating rules, and review controls.
A PMS modernization campaign
Don't Replace Your PMS. Automate It.
Still using SoftDent or MacPractice? You do not have to migrate your practice-management system to add modern, AI-powered revenue-cycle workflows.
Modernize your RCM. Keep your PMS.
No migration-first pitchScope the real environmentKeep human exception review
pms-modernization-path
Workflow viewExisting PMS
MacPractice or SoftDent
Keep the patient, appointment, ledger, and staff context your team already uses.
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Dentistry Automation
Modernization layer
Scope the data, prepare repeatable work, and preserve exception controls.
Configured workflow outcomes
01Insurance Verification
02Payment Posting
03Claim Follow-Up
04Denials & Exceptions
05Reconciliation
06Insurance A/R
Data access, reconciliation, review, handoff, and any approved write-back behavior are confirmed for the deployed environment before launch.
The operating model
Modernize the RCM work around the PMS—not the whole practice at once.
A practice-management system can remain the operational context while Dentistry Automation helps organize the repetitive work, review checkpoints, and exception paths that sit around it.
- 01
Keep your existing PMS
Patient, appointment, ledger, and staff context stay anchored in the practice-management system your team knows.
- 02
Add Dentistry Automation
Assess the available data, access model, workflow rules, and review controls needed for the selected RCM workflow.
- 03
Run a governed RCM workflow
Prepare repeatable work, keep human review for exceptions, and confirm approved handoff or write-back behavior before launch.
Start with the actual bottleneck
Pick the RCM workflow that is costing the team the most manual effort.
The workflow is scoped around the deployed PMS, available information, payer and document context, operating rules, and the review controls the practice needs.
Insurance Verification
Organize appointment-driven eligibility and benefit detail with evidence and exception review.
Explore workflowPayment Posting
Prepare available remittance, claim, patient, and adjustment context for a reviewable posting path.
Explore workflowClaim Follow-Up
Make payer status, missing information, ownership, and the next action easier to work.
Explore workflowDenials & Exceptions
Route missing documentation, unusual outcomes, and policy-sensitive items to the right team member.
Explore workflowReconciliation
Evaluate payer, claim, ledger, deposit, and bank reconciliation where the configured workflow supports it.
Explore workflowInsurance A/R
Prioritize aging claims with status, documentation, deadline, and human-escalation context.
Explore workflowBuilt for the PMS you already use
Start with your current PMS—not a replacement project.
Keep your PMS
MacPractice
Keep MacPractice as your practice-management context while you scope the RCM work creating the most manual effort.
Explore MacPractice automationKeep your PMS
SoftDent
Keep SoftDent in place while you evaluate a modernization path around the workflows your team already runs.
Explore SoftDent automationThe practical distinction
Modernization is not a blanket promise to automate every decision.
Dentistry Automation starts with the work that is repeated, the information available, and the decisions that need clear operating rules. Uncertain matches, missing information, payer-policy questions, unusual adjustments, and other low-confidence items remain visible for human review.
Campaign FAQ
Questions teams ask before they modernize around an existing PMS.
Keep what already works. Modernize the RCM work around it.
Bring the current PMS, manual bottleneck, and operating context. Dentistry Automation will help identify the practical configuration and review path.
See the modernization path