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Treat

For dental, medical & specialty practices

Turn more patients into treatment.

Treat runs your whole front office in one platform — texting and email, phones with AI call intelligence, campaigns, online scheduling, treatment plans patients accept by text, payments, claims, and analytics — synced with your PMS or EHR.

Start Your 14-Day Free TrialBook a Demo

No credit card required · Connects to your PMS or EHR

Sample data

One connected path from first text to final payment

Most tools stop at the message. Treat carries the patient through the whole journey.

  1. 1

    Marketing

    Workflows and campaigns reach the right patients — recall sweeps, reactivation, unscheduled treatment — with tracking numbers proving what worked.

  2. 2

    Engagement

    Patients reply by text, book online with a deposit, join the ASAP waitlist, and finish digital forms before they arrive.

  3. 3

    Communication

    Every SMS, email, and phone call lands in one inbox — with missed-call text-back, auto-replies, and AI call summaries.

  4. 4

    Treatment

    Send treatment plans by text; patients review, sign, and accept online while follow-up sequences chase the fence-sitters.

  5. 5

    Payment

    Text-to-pay, terminals, payment plans, and membership billing — collected, followed up, and reconciled to the ledger.

Everything your front desk wishes it had

Built as one platform — not ten tools taped together.

Patient communication

Two-way texting and email in one team inbox, message templates, missed-call text-back, and auto-replies that understand intent.

Phones & call intelligence

A built-in softphone with call recording, AI summaries, routing rules, and tracking numbers that tie calls to revenue.

Campaigns & automation

A visual workflow builder, smart audiences, reminders, recall sweeps, and payment-reminder sequences — with send caps and quiet hours.

Scheduling & forms

Online booking with deposits and insurance capture, ASAP waitlists, scheduling rules, digital forms, and kiosk check-in.

Treatment acceptance

Build plans from templates, send them by text, and let patients review, sign, and accept online — with financing options presented.

Payments & revenue

Text-to-pay, invoices, card terminals, payment plans, membership billing, and balance follow-ups — reconciled to your ledger.

Claims & RCM

Claims tracking with denial reasons and appeal deadlines, readiness scoring, and eligibility checks before the visit.

Analytics & insights

Practice dashboards, custom reports, campaign-to-revenue attribution, and automated insights that suggest the next action.

Multi-location groups, integrations & more

An agency console for practice groups, PMS and EHR connectivity, integrated claims and payments, kiosk check-in — see the features page for the full picture.

Explore all features

Try it right here

Click through real product flows with sample data — no signup needed.

Build a campaign in four steps

Audience → message → schedule → results.

What your patient sees

From text to accepted plan to payment.

And how it all adds up

Follow a campaign from send to collected revenue.

PMS & EHR integration

Get connected and start today.

Treat connects to the practice management and EHR systems dental, medical, and specialty practices already run, so patients, appointments, and balances stay in sync without re-entry. CharmHealth, Dentrix, Eaglesoft, Denticon, Curve and others connect through secure cloud connections set up by our team. Open Dental practices install the Treat Sync agent and connect in minutes, self-serve. Either way, your 14-day trial starts the moment you sign up.

See how Treat connects to your practice

Ready to turn more patients into treatment?

Start your 14-day free trial. Connect your PMS or EHR and see Treat with your own patients — no credit card required.

Start Your 14-Day Free TrialBook a Demo

14 days free · No credit card required