The call your front desk answers, the workflow that reactivates a patient, the plan they sign, the payment they make, and the claim that follows are one continuous journey. Treat keeps the whole thing in one system — with your PMS or EHR as the source of truth.
01
Texting and email in one team inbox, plus a built-in phone system. Missed-call text-back, auto-replies with intent detection, call recording, and AI call summaries — every patient interaction in one place, with full context.
02
A visual workflow builder and campaign orchestrator route each patient into the right journey — reminders, recall sweeps, reactivation. Online booking with deposits, ASAP waitlists, and digital forms turn the replies into appointments.
03
Treatment plans go out by text; patients review, sign, and accept online with financing options in view. Text-to-pay, terminals, payment plans, and membership billing collect the revenue — and claims tracking keeps insurance honest.
04
Dashboards, custom reports, and campaign-to-revenue attribution show what actually worked. Automated insights suggest the next action, and the agency console rolls it all up across every location in your group.
Patient channels flow in, your PMS or EHR stays in sync underneath, and the claims and payment rails are already wired up.
The Treat platform
One patient record, one conversation timeline
Open Dental
Treat Sync agent (Windows) · instant self-serve
Dentrix · Eaglesoft · Denticon · Curve
Cloud connection · set up by our team
CharmHealth
Medical, mental health & integrative EHR
Claims connectivity
Eligibility, tracking & denials
Integrated payments
Text-to-pay & card terminals
On another system? We connect to the leading PMS & EHR platforms — ask us about yours
A lightweight Windows agent installs alongside Open Dental and keeps patients, appointments, and treatment data in sync with Treat. Setup is self-serve — start a trial, install the agent, and you’re connected the same day.
Connect Open Dental nowMedical, mental health, and integrative practices on CharmHealth, and dental practices on Dentrix, Dentrix Ascend, Eaglesoft, Denticon, Curve and other leading platforms, connect through secure cloud connections — no agent to install. Our team handles the setup and your trial starts right away.
Talk to us about your setupRunning more than one location? Group locations, deploy templates and campaigns everywhere at once, act in bulk, and watch rollup dashboards across the whole group.
See multi-location featuresStart a 14-day free trial — most practices are connected to their PMS or EHR within days, and Open Dental the same day.
14 days free · No credit card required
