Product Features

Everything you need to grow your practice

From patient management to advanced analytics, Patient Advocate provides all the tools modern dental practices need to deliver exceptional care and drive growth.

Core Features

Powerful tools designed specifically for dental practices to streamline operations and improve patient outcomes.

Patient Relationship Management

Comprehensive CRM designed specifically for dental practices to manage patient relationships and improve care coordination.

  • Patient communication automation
  • Treatment plan tracking and follow-up
  • Appointment scheduling integration
  • Insurance verification workflows
  • Patient portal with secure messaging
  • Automated recall and reminder systems

Patient Relationship Management

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Visual Presentation Builder

Create compelling, professional treatment presentations that help patients understand their care options and increase case acceptance.

  • Drag-and-drop presentation designer
  • Before/after photo integration
  • Treatment visualization tools
  • Cost breakdown templates
  • Digital signature collection
  • Mobile-responsive presentations

Visual Presentation Builder

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Advanced Analytics Dashboard

Data-driven insights to optimize practice performance, track key metrics, and make informed business decisions.

  • Case acceptance rate tracking
  • Revenue performance metrics
  • Patient satisfaction analysis
  • Provider performance insights
  • Custom reporting tools
  • ROI dashboard and forecasting

Advanced Analytics Dashboard

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Seamless Integrations

Connect with your existing practice management systems and dental technology for a unified workflow.

  • Practice management software sync
  • Digital imaging system integration
  • Insurance system connectivity
  • Lab workflow automation
  • Payment processing integration
  • Third-party app marketplace

Seamless Integrations

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Compare Plans

Choose the plan that fits your practice size and feature requirements.

FeatureStarterProfessionalEnterprise
Patient CRM
Presentation BuilderLimited
Analytics Dashboard
API Access
Custom IntegrationsLimited
White-label Options
Priority Support
Custom Training

Security & Compliance

Built with healthcare-grade security and compliance standards to protect your practice and patient data.

HIPAA Compliant

Full HIPAA compliance with Business Associate Agreements and regular audits.

End-to-End Encryption

All data encrypted in transit and at rest using industry-standard protocols.

SOC 2 Certified

Independently verified security controls and data protection measures.

Ready to see it in action?

Experience the full power of Patient Advocate with a personalized demo tailored to your practice needs.