The whole front office, one platform
Ten connected capabilities — from the first missed call to the reconciled payment — instead of ten disconnected subscriptions.
Patient Communication
Every text, email, and reply for the whole office — in one inbox.
- Two-way patient texting and email, unified in one shared team inbox
- Message templates so common answers take one click, not one minute
- Missed-call text-back that answers before the patient calls the next office
- Auto-replies with intent detection — reschedules, confirmations, and questions get routed, not lost
- Bulk and office-wide conversation views so nothing sits unread
- Opt-out handling built in, so your outreach stays compliant
Phone System & Call Intelligence
Your phones live where your patient conversations already are.
- Built-in softphone — make and take calls right inside Treat
- Call recording and AI call intelligence with automatic summaries
- Call-to-revenue attribution: see which calls became booked treatment
- Tracking numbers with dynamic number insertion for marketing attribution
- Routing rules that send calls to the right person or location
- Phone analytics — volume, answer rates, and outcomes by line
Campaigns & Automation
Build the journey once — Treat runs it for every patient who qualifies.
- Visual workflow builder: drag steps, branches, and waits onto a canvas
- Campaign orchestrator that routes each patient into the right workflow by audience
- Smart audiences and patient lists driven by your PMS data
- Appointment reminders and confirmations that run themselves
- Recall and retention sweeps that bring inactive patients back
- Automated payment-reminder sequences for outstanding balances
- Daily send caps and quiet-hours controls, so automation stays polite
Online Scheduling & Forms
Patients book, pay a deposit, and finish paperwork before they ever reach the front desk.
- Online booking links with configurable deposits and insurance capture
- ASAP waitlist requests that fill last-minute openings
- Scheduling rules and guides that protect how your book is built
- Calendar feeds that keep the schedule visible where your team works
- Digital patient forms with a full form builder — no clipboards, no re-typing
- Public lead-capture forms for your website and campaigns
- Kiosk check-in mode for the waiting room
Treatment Acceptance
Unpresented treatment is unaccepted treatment. Put the plan in the patient's hand.
- Treatment plan builder with reusable templates
- Send plans by text — patients review, sign, and accept online
- Clear insurance estimates and patient portions on every plan
- Financing options presented alongside the plan
- Automatic follow-up sequences for treatment still on the fence
- Treatment analytics and timelines — see what's presented, accepted, and completed
Payments & Revenue
The easiest payment to collect is the one attached to the conversation.
- Text-to-pay and payment requests patients settle from their phone
- Invoices — including recurring invoices — with clean, branded receipts
- Card terminals for in-office payments
- Patient payment plans that split larger cases into manageable amounts
- In-house membership plans with automatic billing for uninsured patients
- Patient credits and automated balance follow-ups
- Every payment reconciles back into the practice ledger
Claims & RCM
Know where every claim stands — and never miss an appeal window.
- Claims tracking with denial reasons and appeal deadlines in one view
- Readiness scoring that flags problems before you submit
- Eligibility checks so coverage surprises happen before the visit, not after
Analytics & Insights
Not just dashboards — answers about what actually produced revenue.
- Practice analytics and CRM dashboards with KPIs and custom reports
- Revenue tracking with campaign-to-revenue attribution
- Call attribution down to the marketing source
- Automated insights that surface issues and suggest the next action
- Performance dashboards for the whole team
Multi-Location & Groups
One console for every location — built for practice groups, DSOs, and MSOs.
- Agency console with cross-location dashboards
- Location groups for regions, brands, or partners
- Deploy templates, campaigns, and settings across locations at once
- Bulk actions instead of location-by-location busywork
- Rollup reporting that shows the whole group at a glance
Integrations
Your PMS or EHR stays the source of truth — Treat stays in sync.
- CharmHealth for medical, mental health, and integrative practices — connected by our team
- Open Dental via Treat Sync — instant, self-serve connection
- Dentrix, Dentrix Ascend, Eaglesoft, Denticon, Curve and more — connected by our team
- Built-in claims connectivity: eligibility, tracking, denials
- Integrated payments: text-to-pay, terminals, payment plans
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.
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