Turn Treatment Data Into Predictable Dental Revenue Growth
Most dental revenue opportunities already exist inside the practice they just remain unscheduled or incomplete.
SmartSync 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.
Track Treatment Intelligence Automatically
Millions in Treatment Revenue Often Go Unscheduled
Dental practices frequently propose treatments that patients delay or never schedule.
Marketing performance alone cannot solve growth challenges without understanding treatment conversion.
SmartSync helps uncover these opportunities.
Without visibility into treatment pipelines, clinics and agencies struggle to identify:
Unscheduled procedures
Delayed treatments
Lost production opportunities
Automatically Track the Entire Treatment Lifecycle
SmartSync continuously synchronizes treatment activity from supported dental practice management systems.
Every update becomes visible inside SmartSync analytics and CRM opportunities.
Monitor treatment progression from proposal to payment.
Treatment Proposed
- Identify treatment plans created for patients.
- Understand potential production opportunities entering the pipeline
Pending Procedures
- Detect treatments that remain unscheduled or incomplete.
- These opportunities often represent significant unrealized 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.
Understand Upcoming Production Before It Happens
SmartSync calculates expected future payments based on pending procedures and scheduled treatments.
Practices and agencies gain visibility into:
Upcoming production value
Treatment backlog
Future revenue potential
This helps teams plan growth strategies more effectively.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Identify Growth Opportunities Beyond Lead Generation
Dental marketing agencies often focus on acquiring new patients.
SmartSync 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.
Trigger CRM Campaigns Using Treatment Activity
SmartSync synchronizes treatment updates into CRM platforms where automation workflows can be triggered.
Examples include:
Follow-up campaigns after treatment proposals
Reminder sequences for pending procedures
Patient education workflows
Revenue recovery automation
Automation becomes aligned with real clinical opportunities.
Understand Treatment Within the Patient Journey
SmartSync also synchronizes important lifecycle data.
Track alongside treatment activity:
This provides complete context for smarter outreach and retention strategies.
Monitor Treatment Performance Across Multiple Clinics
Agencies and DSOs managing multiple locations gain centralized insight into treatment pipelines.
Compare:
Identify operational gaps quickly.
Works With Leading Dental PMS Platforms
Supported systems include: (All integrations support two-way synchronization)
CRM Integrations
Move From Reactive Reporting to Revenue Intelligence
Without SmartSync:
- Treatment opportunities remain hidden
- Follow-ups happen manually
- Revenue forecasting is difficult
With SmartSync:
- Treatment pipelines become visible
- Automation improves conversion
- Revenue becomes predictable
SmartSync bridges clinic operations and growth strategy.
Frequently Asked Questions
Unlock Revenue Already Inside the Practice
Track treatment opportunities, recover lost production, and forecast future payments automatically.
Join agencies and clinics already using SmartSync across 80+ dental practices.