Turn Treatment Data Into Predictable Dental Revenue Growth

    Most dental revenue opportunities already exist inside the practice they just remain unscheduled or incomplete.

    SmartSync.One connects dental PMS systems with your CRM to track treatment proposals, pending procedures, completed treatments, and expected payments automatically.

    Understand where revenue is being created and where it is being lost.

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    Dentrix and Open Dental to GoHighLevel patient data sync workflow

    Track Treatment Intelligence Automatically

    Treatment Proposed
    Pending Procedures
    Treatment Completed
    Expected Future Payments
    Patient Treatment History
    The Unseen Revenue Issue

    Millions in Treatment Revenue Are Not being Scheduled

    Dentists often recommend treatments that patients put off or never book.

    Marketing performance alone cannot solve growth challenges without understanding treatment conversion.

    SmartSync.One helps uncover these opportunities.

    Without visibility into treatment pipelines, clinics and agencies struggle to identify:

    1

    Unscheduled procedures

    2

    Delayed treatments

    3

    Lost production opportunities

    SmartSync.One Revenue Pipeline Intelligence

    Automatically Track the Entire Treatment Lifecycle

    SmartSync.One continuously synchronizes treatment activity from supported dental practice management systems.

    Every update becomes visible inside SmartSync.One analytics and CRM opportunities.

    Monitor treatment progression from proposal to payment.

    Treatment Proposed

    • Identify treatment plans created for patients.
    • Know some of the potential production coming into the pipeline

    Pending Procedures

    • Identify treatments which are unbooked or incomplete.
    • These prospects are often tremendous untapped sources of revenue.
    • Agencies and clinics can use this insight to trigger follow-ups or reactivation campaigns.

    Treatment Completed

    • Track procedures completed inside the PMS automatically.
    • Measure operational performance and treatment acceptance trends.

    Payment Realization

    • Monitor payments collected after treatments are completed and understand revenue conversion performance.
    Estimate Future Income

    Know the Future Production Before the Event

    SmartSync.One anticipates future payments due to pending procedures and upcoming treatments.

    Practices and agencies get a clear view of:

    Value of Upcoming production

    Treatment backlog

    Revenue Opportunity in the Future

    This enables teams to better plan their growth strategies.

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    Good for Marketing Agencies

    Spot Growth Opportunities Beyond Lead Generation

    Dental marketing agencies are frequently dedicated to filling the new patient pipeline.

    SmartSync.One allows agencies to also identify revenue opportunities already inside the practice.

    Agencies can help clinics:

    Recover unscheduled treatments

    Improve treatment acceptance

    Reactivate patients needing procedures

    This strengthens agency positioning as a growth partner rather than a lead provider.

    Automate Treatment Follows UPs

    Trigger CRM Campaigns Based on Treatment Activity

    SmartSync.One writes treatment updates into CRM systems where automation workflows can be triggered.

    Examples include:

    1

    Follow-up campaigns after treatment proposals

    2

    Reminder sequences for pending procedures

    3

    Patient education workflows

    4

    Revenue recovery automation

    Automation becomes aligned with real clinical opportunities.

    Patient Context Included

    Understand Treatment Within the Patient Journey

    SmartSync.One also syncs important lifecycle Data.

    Follow along treatment activity:

    First Visit Date
    Last Visit Date
    Next Appointment Date
    History of Patient Payments

    With this you get full context to more intelligent outreach and retention strategies.

    Multi Location Visibility

    Track Treatment Performance in Multiple Clinics

    Agencies and DSOs with multiple locations have visibility into the treatment pipelines across all their locations.

    Compare:

    Volume of treatment proposals
    Completion trends
    Revenue performance across clinics

    Address operational deficiencies fast.

    Supported Systems

    Works With Leading Dental PMS Platforms

    40+ Supported PMS PlatformsCore dental PMS platforms feature turnkey two-way sync. Specialty and EHR systems are labeled by availability.

    Open Dental
    Dentrix (G6, G7, G8)
    Dentrix Ascend
    Dentrix Enterprise
    Eaglesoft
    Curve Dental
    Denticon
    eClinicalWorks
    Dolphin
    OrthoTrac
    PracticeWorks
    Cloud9
    Athenahealth
    Modernizing Medicine
    NextGen Office
    More (40+ Supported)
    View all 40+ supported practice management systems →

    CRM Integrations

    GoHighLevel
    HubSpot
    Salesforce
    Why SmartSync.One

    From Reactive Reporting to Revenue Intelligence

    No SmartSync.One:

    • Treatment options are not clearly seen
    • Follow-ups occur by hand
    • No easy way to forecast revenue
    Modern Approach

    With SmartSync.One:

    • Treatment pipelines are revealed
    • Automation drives better conversion
    • Revenue becomes predictable

    SmartSync.One seamlessly connects clinic operations with growth strategy.

    Frequently Asked Questions

    What is dental treatment tracking software?
    Dental treatment tracking software helps clinics and agencies monitor treatment proposals, pending procedures, completed treatments, and related payments by syncing data directly from dental PMS systems.
    How does dental revenue pipeline software improve practice growth?
    Dental revenue pipeline software improves growth by identifying unscheduled or delayed treatments, allowing teams to recover lost opportunities and forecast future revenue more accurately.
    What are pending procedures in dental analytics?
    Pending procedures in dental analytics refer to treatments that have been proposed but not yet scheduled or completed, often representing significant unrealized revenue for the practice.
    Can SmartSync.One help with dental treatment acceptance tracking?
    Yes, SmartSync.One enables dental treatment acceptance tracking by monitoring which proposed treatments are completed and which remain pending, helping improve conversion and patient follow-up strategies.
    How does SmartSync.One support dental production forecasting?
    SmartSync.One supports dental production forecasting by analyzing pending treatments and scheduled procedures to estimate expected future payments and overall revenue potential.

    Unlock Revenue Already Inside the Practice

    Track treatment opportunities, recover lost production, and forecast future payments automatically.

    Join agencies and clinics already using SmartSync.One across 120+ customers.

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