Client book for dental compliance consultants
The only dental compliance tool built around your whole client book.
For independent dental compliance consultants who look after 5 to 15 small offices and still track it all in binders, spreadsheets and email.
Maple Street Dental
Sample2 overdue tasks and 1 missing signature. Everything else is done, and no certificate expires this quarter.
From binders and spreadsheets to one calm screen
What needs you this week
Maple Street Dental
2 overdue, 1 unsigned
Lakeview Family Dentistry
All done
Cedar & Pine Orthodontics
Certificate expires in 28 days
Birchwood Dental Studio
1 overdue, certificate in 21 days
Here is where your client book stands, practice by practice:
Maple Street Dental
2 overdue, 1 missing signature
- Bloodborne pathogens training: overdue 9 days
- Sterilization log review: overdue 3 days
- Infection-control acknowledgment: waiting on 1 team member
Birchwood Dental Studio
1 overdue, 1 expiring
- Fire extinguisher inspection: overdue 5 days
- Radiography certificate: expires in 21 days
How it works
Put every practice in one book
List the offices you look after, from one to fifteen, in a single place instead of binders, spreadsheets and email.
Read the whole book at a glance
What is done, what is overdue, who has not signed and what expires next month, for every practice on one screen.
Go where it is late
Open a practice, see the task, signature or certificate holding it up, and chase it before your next visit or call.
Three things the screen never lets you lose
Late things, practice by practice
Sample lines from the screen:
- Maple Street Dental: bloodborne pathogens training, overdue 9 days.
- Birchwood Dental Studio: fire extinguisher inspection, overdue 5 days.
- Maple Street Dental: sterilization log review, overdue 3 days.
Sample: made-up practices and dates.
Who has not signed yet
Sample lines from the screen:
- Maple Street Dental: infection-control acknowledgment, waiting on 1 team member.
- Harbor Smiles: exposure control plan review, waiting on 1 team member.
- Lakeview Family Dentistry: every signature is in.
Sample: made-up practices and dates.
What runs out next month
Sample lines from the screen:
- Birchwood Dental Studio: radiography certificate, expires in 21 days.
- Cedar & Pine Orthodontics: CPR card, expires in 28 days.
- Foxglove Family Dental: nothing expiring this quarter.
Sample: made-up practices and dates.
Priced by practices managed
Monthly subscriptions. Pick the size of your client book and nothing else.
Starter
$99 per month
1 practice. Also sold directly to solo dental offices.
Professional
$299 per month
Up to 5 practices.
Multi-location
$599 per month
Up to 15 practices.