PMS Set Up & Workflow Guidance
Integrating dental membership software with your existing Practice Management System (PMS) can be a game-changer, but every office workflow is different and navigating the setup process and optimizing workflows for your new system may feel daunting. We offer expert assistance to ensure a smooth implementation.
How does PMS set up and workflow guidance benefit your practice?
Read & Write integration
Seamlessly update the PMS once a member is enrolled, find opportunities for conversion to membership, and keep your analytics & reporting accurate with services used and production generated
Workflow & reporting setup
We ensure that PMS setup is done correctly, including assigning the discounted fee schedule. We support on other workflows like provider compensation and can offer many reports for reconciliation & tracking.
Team training & support
Have a new front desk person? Need some retraining? We are available to retrain your team and answer any questions so your team feels confident about using the system.
Best practice guidance
We’ve just celebrated our 8th birthday, and we’ve learned alot. We’ll help you optimize your program with proven strategies that drive growth.
Get in touch
Give us a call or send us a message and we’ll be in touch to answer your questions and/or to schedule a demo to showcase our wide range of dental software services.