See closed-loop attribution from initial lead to collected revenue—all in one simple dashboard.
See real ROI so you can know marketing dollars are being well spent
Measure actual production revenue generated from each marketing channel
Optimize campaigns and invest marketing dollars where they're most effective
Get PMS-connected ROI insights that tie marketing directly to collected revenue
We integrate with most major dental PMS systems.
Feel confident investing in marketing that works with PMS-connected ROI
All data in one, simple dashboard
Automatically move leads forward
Track patient journeys from first click to final payment
See the lifetime value for each patient
Make data-driven decisions with marketing tied to collected revenue
How do you currently track your marketing?
Is your marketing showing real results?
Overwhelming call tracking dashboard
Call tracking systems show hundreds of calls but no patient outcomes. You log in less and less as the data piles up.
CRM that you never log into
Moving leads through your pipeline becomes another task for your busy team. Important follow-ups fall through the cracks.
Fragmented data over different softwares
Relying on data from various software tools without integrating them can lead to decisions based on fragmented insights rather than a comprehensive understanding.
Can you track your marketing to collected revenue?
Watch the complete patient journey unfold
Our CRM dashboard shows you the complete patient journey from initial interest to completed treatment.
Patient Google's "Dentist Near Me"
Sarah's been dealing with crooked teeth for years and decides it's finally time to do something about her smile.
Patient clicks on Google ad
Your Invisalign ad catches her eye – it looks like exactly what she's been wanting.
Visits landing page & calls practice
The website speaks directly to her concerns, and before she knows it, she's dialing your office number.
New lead captured
Sarah's info is instantly logged into your practice management software system as a new lead.
You've captured the lead. But did they become a patient?
Our PMS integration tracks every lead from first click to collected revenue
Appointment booked
After clicking the Facebook ad, Sarah schedules her initial Invisalign consultation for next Tuesday.
Appointment held
She walks in feeling nervous but excited, ready to learn how she can finally get the smile she's always wanted.
Production value tracked
Sarah completes her full Invisalign treatment, generating $5,399 in total production value for the practice.
Analyze marketing performance by source
View customizable reports showing which marketing channels bring your most valuable patients month after month.
Make data-driven decisions about your marketing
Focus your budget on channels that bring your highest-value patients, not just the most leads.
Simple Setup, Powerful Results
Install the Synchronizer
Input your product key and install our secure synchronizer on your server.
Data Syncs Automatically
Watch as your PMS data flows seamlessly into your CRM, with automatic cleanup and verification.
Get specialist support
Join a specialist for a guided tour of your new integrated system and CRM features.
Frequently Asked Questions
Which practice management systems work with this?
Our integration works seamlessly with leading systems like Dentrix, Eaglesoft, and Open Dental, which are industry standards. We also support a wide range of other platforms including athenahealth, Cloud9, Curve Hero, Denticon, Dolphin, PracticeWorks, and more. Let us know what system you use and we'll confirm compatibility.
Is this integration secure?
We use NexHealth's trusted synchronizer to connect with your PMS - the same system used by leading dental software companies. It works independently of your PMS, ensuring zero interference with your existing systems while maintaining bank-level security.
Can we track multiple locations?
Absolutely. Whether you have one office or ten, you'll see clear ROI data for each location and your practice group as a whole.
How long does setup take?
Installation takes just minutes - you'll simply add the synchronizer to your system. Our team then takes 8-10 days to set up your custom dashboard, clean data, and prepare for launch. We'll schedule a training call to ensure you get the most from your integration.
Don't other agencies also integrate with practice data?
Many agencies simply pull your existing new patient reports and repackage them. We actually track leads from their marketing source through their entire patient journey, showing you which channels bring new patients versus which patients are returning. This gives you true visibility into your marketing effectiveness.
Can you tell the difference between new leads and existing patients?
Yes! Unlike other tracking systems that count existing patients as "new leads," our PMS integration distinguishes between genuine new leads and returning patients. This means you get accurate data on which marketing channels are truly bringing in new business versus which ones are engaging your existing patient base.
How does PMS-connected ROI help me make better marketing decisions?
PMS-connected ROI shows you which marketing channels are generating actual collected revenue, not just leads or appointments. This means you can confidently shift your budget toward campaigns that bring in high-value patients and away from channels that aren't delivering real returns.
What does closed-loop attribution actually track?
Closed-loop attribution tracks the complete patient journey—from the first ad click or search all the way through to collected revenue in your PMS. You'll see exactly which marketing source brought each patient in and how much revenue they've generated, giving you a complete picture of your marketing performance.
What's the difference between PMS-connected ROI and traditional marketing reports?
Traditional marketing reports show clicks, calls, and form submissions—but they can't tell you if those leads became paying patients or how much revenue they generated. PMS-connected ROI gives you closed-loop attribution by connecting your marketing data directly to collected revenue in your practice management system. This means you're making decisions based on actual patient value and treatment revenue, not just surface-level metrics.
