The work around the dentistry, in one system.
Nine jobs. One system.
Card payments
Take a card at the desk, keep one on file, or send a payment link through the portal. The payment lands on the patient's account without anyone keying it in again.
Claims
Claims worked as a queue, with the stuck ones on top. Insurance payments fetched and posted by rule, with only the exceptions left for a person.
The books
A general ledger fed by the practice as it works: deposits, bank reconciliation, budgets and financial statements. Nothing is re-keyed into a bookkeeping program at month end.
Supplies
A catalog, stock on hand by location, expiry tracking, cycle counts, and purchase orders with approval and receiving. Reorder points are recalculated from what the practice actually uses.
Payroll
Regular, off-cycle and bonus runs from the hours the time clock already has, reviewed before anything posts. Provider pay by production, collections, base plus a percentage, or hourly.
Vendors
Vendors with their terms, bills due this week and bills overdue, approval before payment, expenses by category, and a running total for 1099-reportable vendors.
Staff scheduling
Shifts by role and location, rules for how many of whom, and a coverage heatmap that shows the gap before the week starts.
The workforce
Time clock and breaks from a phone, time off with balances, availability, shift swaps, and an app for every staff member.
Outside staff
Short a hygienist on Thursday? Post the shift to the Network Marketplace, review the bids from outside workers, track the engagement, and record what the contractor is owed.
Money in.
Claims, worked as a queue.
Insurance payments that post themselves.
Deposits, then the bank.
Money out.
Payroll, from the hours you already have.
Provider pay, the way you actually pay it.
A budget, against actuals.
Bills, due and overdue
What is due this week, what is overdue and the total owed, with approval before a bill is paid.
Vendors with terms
Every vendor in one list with payment terms and balance due, and a year-to-date total for the ones that are 1099-reportable.
Expenses by category
Entered once, counted against the budget, and posted to the ledger.
The books.
Books that tie out, to the cent.
Every line, with where it came from.
A general ledger, in the PMS.
People.
The week's staffing, before it starts.
The gap, in red.
Clock in, take the break, get paid right.
The Network Marketplace
Post an open shift to a network of outside workers and review their bids. Accepted shifts appear as engagements you can start, complete, or mark as a no-show.
Contractor payouts
What the practice owes each outside worker for completed shifts, and the payment history against it.
The team's own marketplace
Staff post a swap, a drop or an open shift, and a colleague picks it up. No group text, no spreadsheet.
Supplies.
Catalog and kits
Every item with its unit and cost. Kits bundle the supplies a procedure or an appointment type uses.
Stock and expiry
On hand by location, bin and lot, with the lots at risk of expiring unused listed before they do.
Cycle counts
Expected against counted, the variance per item, and the shrinkage in dollars.
Purchase orders
Raised, approved, confirmed and received in one place, with a queue for the approver.
Reorder points that adjust
Par levels and reorder points per item and location, with suggested values recalculated daily from what was actually used.
Supply cost, measured
Supplies as a share of collections against a benchmark band, supply cost per procedure, and losses to waste and expiry.
Ask the way your team would. This is the same help that is built into the product, answered with the real screens, not a help-center article.
Or pick one of the recorded answers.
Why it is one system.
A payment taken at the desk is a deposit, then a line on the bank reconciliation, then revenue in the ledger. An hour on the time clock is a line on a payroll run, then an expense against the budget. When those live in separate tools, somebody carries the number across by hand. Here it is carried once, by the system.
No module fees
Payroll, inventory, the ledger and the marketplace are included in the one price.
No per-seat fees
Every staff member gets the app. The invoice does not change.
Bring your month-end.
Twenty minutes. We will show you the claim, the deposit, the payroll run, and the books they land in.