Authorized Henry Schein Technology Partner
Built for Dentrix
Patent Pending
Built for multi-location Dentrix practices

Stop losing revenue on treatments patients never complete

DentaHub tracks every treatment from Pre-Determination through completion. When insurance approves, patients are automatically emailed a booking link. AI-powered prioritization tells your team exactly who to call first.

6
Clinics live
30,000+
Cases tracked
18
Workflow statuses
dentahub.ca/dashboard
Insurance Cases
All Clinics ▾
142
Contact Ins.
87
Pre-D Sent
64
Scheduled
23
Overdue
PatientServiceStatusFollow-up
Wilson, A. Crown — 27211 Pre-D Sent Feb 10
Johnson, S. Root Canal — 33111 Scheduled
Chen, M. Implant — 79421 Pre-D Received Feb 8
Patel, R. Bridge — 62501 Completed
Reminder sent
Pre-D follow-up for Wilson, A.

Sound familiar?

Every dental practice loses revenue to these gaps in the treatment workflow.

Pre-D responses go unnoticed

Insurance responds in Dentrix Document Centre, but staff are too busy to check consistently. Approvals sit there for weeks.

No one follows up with patients

Insurance approves the treatment, but the patient never gets called. Staff intend to follow up but get pulled in other directions.

Spreadsheet chaos across clinics

Tracking treatments across multiple locations with Excel leads to missed cases, outdated data, and hours of manual work every week.

Owners have zero visibility

You have no easy way to see how many recommended treatments actually convert to completed procedures across your practice group.

Cases fall through the cracks

Without systematic tracking, cases silently drop off. By the time anyone notices, the patient has moved on or the approval has expired.

$180K+ in lost revenue annually

Industry data shows 60-65% of recommended treatments never complete. For a typical multi-location practice, that's $15K/month per clinic lost.

The only platform that tracks the full Pre-D workflow

RecallMax, Weave, and Dental Intelligence are great tools — but none of them track the insurance pre-determination process where the real conversion bottleneck occurs.

DentaHub fills this gap with end-to-end visibility from the moment a treatment is planned to the day it's completed — including automated patient outreach.

RecallMax
Weave
Dental Intelligence
1
Treatment Planned
Auto-imported from Dentrix
AUTO
2
Pre-D Sent to Insurance
Detected from Dentrix claims
AUTO
3
Pre-D Received
Approval or decline logged
TRACKED
4
Patient Emailed Automatically
Booking link sent with click tracking
NEW ✉
5
Patient Contacted
Follow-up reminders at Day 1, 2, 3
TRACKED
6
Appointment Scheduled
Auto-detected from Dentrix
AUTO
Treatment Completed
Revenue captured
AUTO

Everything you need to close the gap

Built specifically for Dentrix practices managing insurance-dependent treatments.

● Live

Dentrix Auto-Sync

A lightweight agent on your Dentrix PC syncs treatment plans, Pre-D status, scheduled appointments, and completed procedures — automatically, every few minutes.

● Live

Visual Case Tracking

See every case with color-coded status badges across 18 workflow stages. Filter by clinic, doctor, status, or date range. Nothing hides.

● Live

Email Notifications

Daily digest emails at 8 AM with cases needing attention. Escalation alerts for overdue follow-ups. Weekly performance summaries every Monday.

● Live

Multi-Clinic Dashboard

One unified view across all your locations. Conversion funnel, KPI cards, and clinic-by-clinic breakdowns. Built for practice groups and DSOs.

● Live

Smart Reminders & Escalation

Automatic follow-up reminders at configurable intervals. Overdue cases escalate to managers. The system ensures accountability without micromanagement.

● Live

Excluded Codes Manager

Self-service admin panel to hide routine procedures (cleanings, x-rays) from your tracking view. Data stays saved — just decluttered.

● Live

Patient Booking Emails

When insurance approves treatment, patients are automatically emailed a booking link. DentaHub tracks opens, clicks, and whether the patient actually scheduled — closing the biggest drop-off in your conversion funnel.

Coming Soon

SMS Alerts

Critical updates via text message for urgent follow-ups. Configurable per user. Powered by Twilio for reliable delivery.

● Live

AI Follow-Up Queue

AI scores every case by dollar value, freshness, workflow stage, and clinic conversion history. Your team calls the $3,000 crown first — not the $150 filling from 3 weeks ago. Same staff, more revenue recovered.

● Live

Weekly Cohort Reports

Automated conversion funnel reports by week and clinic. Replaces manual Excel tracking with one-click PDF/Excel exports.

Up and running in 30 minutes

No changes to your Dentrix workflow. No staff retraining. It just works.

1

Install the Sync Agent

Our team installs a lightweight Windows service on your Dentrix PC. It reads data via standard ODBC — no changes to Dentrix itself.

~30 minutes per clinic
2

Configure Your Preferences

Set up notification schedules, escalation rules, and team access. Exclude procedure codes you don't need to track.

~15 minutes
3

Watch Cases Convert

Cases start flowing in automatically. Patients get booking emails when approved. Your team gets reminders, managers get visibility, and treatments stop falling through the cracks.

Same day

Intelligent reminders at every stage

Configurable alerts ensure every case gets the attention it needs — automatically.

Electronic Pre-D Sent

Day 3 — First reminder
Day 5 — Second reminder
Day 7 — Escalate to manager

Mailed Pre-D Sent

Day 7 — First reminder
Day 10 — Second reminder
Day 14 — Escalate to manager

Pre-D Approved

Day 1 — Contact patient
Day 2 — Second attempt
Day 3 — Escalate to manager

Patient Booking Email

Instant — Email sent to patient
Tracked — Open & click monitored
Auto — Booking confirmed from Dentrix

Insurance approves. Patient gets emailed. You track everything.

The biggest drop-off in treatment conversion happens when patients aren't contacted after insurance approves. DentaHub closes that gap automatically.

From: Yorkview Dental via DentaHub
Great news about your dental treatment!

Hi Sarah,

Your insurance has approved coverage for your upcoming dental treatment. Here are the details:

Procedure Crown — 27211
Clinic Yorkview Dental
Doctor Dr. Nanji
Book Your Appointment →
Yorkview Dental · (905) 555-0123
Link clicked — 2h ago

Full visibility from send to schedule

Every patient email is tracked end-to-end. Your team sees exactly where each patient is in the booking process — no guesswork, no follow-ups falling through the cracks.

Simple, transparent pricing

No hidden fees. No long-term contracts. Cancel anytime.

Starter
$299/mo
For single locations
  • 1 clinic included
  • Dentrix auto-sync
  • Unlimited case tracking
  • Email notifications
  • Basic reporting
  • Email support
Book a Demo
Enterprise
Custom
For DSOs & large groups
  • Unlimited clinics
  • Everything in Professional
  • Custom integrations
  • Dedicated account manager
  • Custom workflows
  • SLA guarantee
Contact Us

See DentaHub in action

Book a 20-minute demo and we'll show you exactly how DentaHub tracks the treatment conversion workflow — including automated patient booking emails — in a real Dentrix environment.

  • Live walkthrough with your questions
  • See real case tracking across clinics
  • Preview the patient booking email flow
  • Custom setup plan for your practice
We'll respond within one business day. No spam, ever.

Common questions

About 30 minutes per clinic. Our team installs a lightweight sync agent on your Dentrix PC via remote session. No changes to Dentrix itself, no staff retraining required.

DentaHub works with all modern Dentrix versions using standard ODBC connections. As an authorized Henry Schein Technology Partner, we maintain compatibility as Dentrix updates.

When insurance approves a treatment, DentaHub automatically sends the patient a branded email from your clinic with their treatment details and a link to book. We track whether the email was opened, whether the patient clicked the link, and whether they actually scheduled — all visible in your dashboard.

No. Month-to-month billing, cancel anytime. We also offer annual plans with 2 months free if you'd like to save.

No. DentaHub is read-only — it pulls data from Dentrix but never writes to it. Your Dentrix database and workflows remain completely untouched.

Yes. All data is encrypted in transit and at rest, hosted on secure cloud infrastructure, and fully compliant with healthcare data privacy regulations. Daily automated backups ensure nothing is ever lost.

We're currently built specifically for Dentrix. Support for Open Dental and Dentrix Ascend is on our roadmap.

Our AI engine scores every active case by combining dollar value, time since last status change, workflow stage, and your clinic's historical conversion rates. Cases are ranked so your team always knows who to call first for maximum revenue recovery. Scores update automatically every hour.