The Technology

The Growth OS.

"A unified intelligence layer that connects your PMS/EHR, phones, and marketing channels into a single, predictable engine."

Intelligent Marketing Integration

Your PMS is a goldmine. We help you mine it.

Connects to your PMS (Dentrix, Open Dental, Eaglesoft, and more) — pulling only de-identified, aggregate data. No patient-specific information is ever accessed or stored. HIPAA compliant.

Tracking

Track every dollar from click to collected revenue.

Reactivation

Automated recall and unscheduled treatment follow-up.

The Modules

A Complete Growth Stack.

01

PMS/EHR Intelligence

One-click integrations with systems like Dentrix, Open Dental, Eaglesoft, Curve, and common medical EHRs.

Key Outcomes

  • Patient demographic & insurance cohorts
  • Unscheduled treatment lists
  • Overdue recall lists
  • Revenue attribution by source
02

Market & Competitor Insights

See your market the way DSOs and aggregators do – then outmaneuver them.

Key Outcomes

  • Local demand for key procedures
  • Keyword rankings
  • DSO vs independent footprint
  • Competitor ad spend estimates
03

AI Campaign Advisor

Given practice data + market intel, the AI recommends target neighborhoods, procedures, offers, channels, and budget splits.

Key Outcomes

  • Tuned around CPA
  • Knows what a new patient is actually worth to your practice — and optimizes around that.
  • First-year value benchmarks
  • LTV benchmarks for dental/healthcare
04

Creative & Funnel Autopilot

Generative Ad Creator for Google/Meta/YouTube, plus Landing Page Copywriter for each key service line.

Key Outcomes

  • Emergency, implants, Invisalign, Botox copy
  • Tied to real local demand
  • Patient search behavior insights
  • Conversion-optimized layouts
05

Attribution & ROI Dashboard

Full-funnel attribution: first click → call/chat → booked visit → production/collections → retention.

Key Outcomes

  • Cost per new patient by channel
  • Revenue per new patient
  • ROAS
  • Chair utilization
06Coming Soon

Lead Management & Front-Desk AI (Coming Soon)

Will include AI call grading and lead rescue to plug the leak where many practices lose leads on the phone.

Key Outcomes

  • Planned: AI call grading
  • Planned: Missed-call capture
  • Planned: After-hours voice agent
  • Planned: SMS lead-rescue sequences
07

Retention & Reputation Engine

Automated recall, reactivation, and unscheduled treatment follow-up based on PMS/EHR data.

Key Outcomes

  • Smart review requests
  • AI-generated responses
  • Review velocity reporting
  • Rating trends
08

SEO & AEO Engine

Local SEO optimization, AI search engine visibility (ChatGPT, Perplexity, Gemini), and content strategy to drive organic patient acquisition.

Key Outcomes

  • Local keyword rankings
  • AEO visibility scores
  • Google Business Profile optimization
  • Monthly content production

Trusted by 4 practices including El Cerro Dental, Healthy Hands Dental, Mt. Diablo Family Dentists, and Little Heroes Pediatric Dentistry.

See the Intelligence in action.

Book Your Free Growth Audit