What's included in this eBook?

Every practice owner should ask the question, “If I could identify and fix what’s holding my practice back today, how much more could my team achieve tomorrow?”

Dentistry is as much a business as it is a profession of care. Yet many dental practices struggle not because of lack of skill or patient demand, but because everyday operational challenges like missed appointments, high accounts receivable, inefficient workflows, or disconnected systems quietly erode their time, revenue, and team morale. These pain points don’t appear overnight; they accumulate through outdated processes, fragmented tools, and the assumption that “this is just how it’s done.”

But it doesn’t have to be this way. In this eBook, we uncover the 23 most common pain points faced by dental practices today across patient management, revenue operations, and team productivity, and show how ClearDent’s all-in-one practice management platform helps you resolve them. The goal isn’t just to work harder, but to work smarter, turning everyday frustrations into opportunities for efficiency, growth, and better patient care.

Find out why over 2300 Canadian dentists trust ClearDent to keep their practices running smoothly.

dentist organize system

BURNABY, BC — Oct 7, 2025 – ClearDent today announced a new partnership with Denti.AI, a leader in artificial intelligence solutions for dentistry, to bring cutting-edge Denti. AI Voice Perio and Denti.AI Scribe products into Canadian dental practices. This collaboration enables ClearDent customers to streamline perio charting and automate clinical documentation directly within their practice management software.

“Dentists and hygienists consistently tell us that charting and documentation are among the most time-consuming, repetitive tasks in their day,” said Karl Schmidt, EVP of Business Development at ClearDent. “By partnering with Denti.AI, we are introducing seamless voice-activated charting and automated note-taking that save time, reduce errors, and allow teams to focus more on patient care.”

“ClearDent is a trusted leader in Canadian dental technology, and we are excited to bring our Voice and Scribe solutions to their extensive customer base,” said Dmitry Tuzoff, CEO of Denti.AI. “Together, we are making advanced AI tools easily accessible to practices of every size, improving both the efficiency of providers and the experience of patients.”

Through this partnership, ClearDent customers will be able to access Denti.AI Voice Perio for assistant-free perio charting and Denti.AI Scribe for automated clinical documentation directly via the ClearDent ‘Partners’ section in their on-premise platform (coming soon to ClearDent’s Cloud solutions). Practices adopting these tools can expect reduced admin workload, faster documentation turnaround, and more consistent clinical records, with providers saving up to two hours per day on note-taking and charting.

To launch the partnership, ClearDent and Denti.AI will co-host a webinar on November 14 , 2025, “ Revolutionizing Charting & Clinical Documentation with Denti.AI + ClearDent.” The event will provide live demonstrations and practical insights on how to integrate these innovations into daily practice routines. Interested parties can register for the webinar.

About ClearDent

ClearDent is Canada’s modern dental practice management platform, trusted by practices coast-to-coast since 2002. ClearDent unifies scheduling, charting, treatment planning, billing, native digital imaging, and patient engagement into one secure, easy-to-use system—so teams can go truly paperless without juggling multiple tools. Built for Canadian privacy and regulatory requirements, ClearDent streamlines front-desk workflows, reduces no-shows with automated reminders, and simplifies online forms and bookings. The result is less admin, more productive chairs, and a smoother patient experience—end to end.

About Denti.AI

Denti.AI is an artificial intelligence company focused on transforming dental care with advanced automation and diagnostic tools. Its Voice and Scribe solutions empower dental professionals to streamline charting, automate clinical note-taking, and improve practice efficiency. By combining cutting-edge AI technology with a deep understanding of dental workflows, Denti.AI helps practices save time, reduce errors, and elevate patient care. Visit us at www.denti.ai.

Contact

info@cleardent.com


You’ve heard the words “all-in-one”, “end-to-end” and “full suite” when it comes to dental software, but what does that really mean, what’s the difference, and why should you care? 

Software providers are racing to expand their functionality and become true all-in-one solutions—and for good reason. As dental practices grow more complex, the demand for streamlined operations, seamless data integration, and fewer third-party tools has never been higher.  

When built well, all-in-one software solutions eliminate the hassle and hidden costs of cobbling together multiple tools, while delivering a faster, more intuitive experience for staff and patients alike. Even more importantly, these platforms are built to be future-proof, with the flexibility to integrate with emerging technologies like AI diagnostics, virtual consultations, and advanced analytics—ensuring your practice can evolve as the industry does. 

For practices looking to grow, reduce inefficiencies, and stay ahead of the curve, choosing an all-in-one platform isn’t just convenient—it’s a competitive advantage.  

In this article, we’ll break down: 

The Modern Dental Software Landscape: Three Approaches 

Running a dental practice today takes more than a calendar and a patient chart—it requires a full ecosystem of tools to manage both clinical workflows and business operations. But how practices assemble that ecosystem can vary widely. Most fall into one of three categories: Core Functionality Platforms, Point Solutions, or All-in-One Fully Integrated Systems

1. Core Functionality Platforms (The Basics, Covered) 

Most dental software platforms provide a foundation of essential features that support day-to-day operations. These core tools are necessary—but not always enough for a practice focused on growth or efficiency. 

Typical core functions: 

These systems cover the minimum to get by but often require third-party add-ons for more advanced needs. While the core might be solid, the experience becomes fragmented as soon as practices try to scale or modernize.  

2. Point Solutions (Filling in the Gaps) 

Many practices use separate, specialized tools for different functions. While each solution may be best-in-class, managing multiple vendors, logins, and support teams can lead to inefficiencies and integration challenges. 

Typical third-party point solutions include: Imaging software, patient communication tools, online booking, marketing & reputation tools, and payment processing tools.

Downside: More contracts, higher cumulative costs, disconnected systems, and time lost managing multiple platforms.

3. All-in-One Fully Integrated Platforms (The Connected Ecosystem) 

All-in-one dental software brings both core and growth functionality into a single, integrated platform. Instead of stitching tools together, practices get a cohesive solution where data flows seamlessly, workflows are unified, and teams work faster with fewer errors. 

Platforms like ClearDent offer built-in modules for imaging, communications, analytics, online booking, marketing, and payments—eliminating the need for most third-party tools. 

Benefits include: 

Bottom line: When evaluating dental software, it’s not just about which features are available—it’s about how well those features work together. True integration means less friction, more focus on patient care, and a smoother path to growth. 

The Price Trap: Two Paths to Hidden Costs 

When evaluating dental software, it’s tempting to focus on the lowest monthly fee. On the surface, it feels like a smart, budget-conscious decision—especially when you’re managing a full schedule and watching every dollar. 

But what often gets overlooked are the two most common traps that end up costing practices far more in the long run: 

Trap #1: The Low-Cost Software That Can’t Keep Up 

Low-cost dental software might check the basic boxes—scheduling, charting, maybe billing—but the tradeoffs are rarely worth the small monthly savings. 

What looks like value quickly turns into daily inefficiencies: slow performance, clunky interfaces, disconnected tools, and frustrated staff. Even worse, bargain software often can’t scale with your practice, leaving you boxed in when you’re ready to grow or adopt new technology. 

Here are seven hidden costs that often come with outdated or underpowered software: 

Poor Integrations 
Hidden Cost: Manual workarounds and double entry between systems that don’t communicate. 
Impact: Wasted time and higher risk of errors. 

Limited Functionality 
Hidden Cost: Paying for third-party add-ons just to access common features. 
Impact: Costs creep up and the platform becomes harder to manage. 

Clunky User Experience 
Hidden Cost: More time spent training and troubleshooting. 
Impact: Lower team morale, slower workflows, and more mistakes. 

Unreliable Reporting 
Hidden Cost: No visibility into key performance metrics. 
Impact: Poor decisions and missed growth opportunities. 

Weak Customer Support 
Hidden Cost: Lost productivity during tech issues. 
Impact: Downtime, delays, and stressed-out staff. 

Security and Compliance Risks 
Hidden Cost: Poor data protection and potential PIPEDA violations. 
Impact: Legal exposure and loss of patient trust. 

Switching Costs 
Hidden Cost: Eventually needing to replace the system entirely. 
Impact: Migration, retraining, and operational disruption. 

Trap #2: Stitching Together a “Complete” Solution 

The second trap is more subtle—but often even more expensive over time: choosing a basic software platform and then layering on third-party tools to try and build a “complete” solution. 

At first, this piecemeal approach may feel flexible or cost-effective. But it rarely stays that way. 

Every additional tool adds another contract, another login, another support number, and another way for something to break. And because these solutions weren’t built to work together, they often don’t—leading to disconnected data, repetitive manual entry, and an increasingly complex workflow. 

Each tool addresses a need—but collectively, they introduce friction, duplication, and hidden costs. You’re left managing multiple bills, multiple vendors, and a team that’s constantly switching contexts just to do their jobs. 

And here’s the kicker… 

What seems “cheaper” on paper often ends up costing more than an all-in-one system like ClearDent—especially once you factor in: 

So while all-in-one platforms like ClearDent may carry a higher sticker price upfront, they deliver more value, fewer headaches, and lower total cost of ownership over time. With one platform, one support team, and one place for your data, everything simply works—together. 

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The Smarter Question to Ask 

Instead of asking: “How much does this software cost?” 

Start asking: “What will it cost me—in time, money, and missed opportunity—to keep using it?” and “Will this platform grow with me, or will I have to rebuild my tech stack in a year or two?” 

The true cost of dental software isn’t just the monthly fee—it’s the total impact on your practice’s productivity, profitability, and potential for growth. 

How All-in-One Software Helps Your Practice Scale 

An all-in-one platform isn’t just about convenience—it’s about setting your practice up for sustainable, scalable growth. When your software connects the dots between clinical care, operations, and patient engagement, your team spends less time wrestling with tech and more time delivering great dentistry. 

ClearDent’s fully integrated platform is built to do just that. From scheduling and imaging to patient communication, payments, and beyond, every component is designed to work seamlessly together—backed by local support, robust security, and ongoing product innovation that keeps pace with a rapidly evolving industry. 

With fewer moving parts, you reduce the risk of errors, streamline your day-to-day workflows, and gain deeper insight into your practice’s performance—all from one connected system. And as new technologies like AI continue to emerge, ClearDent’s modern architecture ensures your practice is ready to evolve without disruption. 

Real World Example: The Missed Opportunity Moment 

You’re checking out Mrs. Jones after an Invisalign consult. The front desk sees the appointment, collects payment, and books her next visit. Without an all-in-one fully integrated system, here’s what they don’t see:

In a basic system, this context is missing. The team checks the patient out and moves on. 

That’s over $800 in unbooked treatments and outstanding balances—left on the table. 

But with ClearDent, these insights appear automatically, giving your staff the chance to act in real time. That’s not just convenience—that’s revenue. That’s proactive care. That’s trust. 

It’s not just about having data. It’s about using that data at the right moment to make the right decisions. That’s what ClearDent’s all-in-one platform enables. 

Real World Opportunity: Leaving Money on the Table Every Day 

It’s 10:17 PM on a Tuesday. A new patient visits your website looking to book an appointment. But your office is closed, your phones are off, and your third-party booking tool isn’t connected in real time. So what happens? 

They bounce. 

They find another practice with online booking that’s fast, easy, and available 24/7. 

That’s not just a missed click—it’s a missed patient. A missed treatment plan. A missed opportunity. 

With ClearDent’s fully integrated Online Booking tool, your practice is always open. It connects directly to your schedule, eliminating double-booking, delays, and missed chances to fill your chair. 

And here’s what that looks like in practice: 

Without a truly integrated booking tool, not only do you make it harder for existing patients to schedule appointments, but you’re closing the door on new business every night—and you may not even realize it. 

ClearDent doesn’t just help you run your day. It helps you capture the opportunities happening when you’re not even looking. 

Final Thoughts 

Choosing dental software is one of the most important business decisions a practice can make. It impacts your team’s efficiency, your patient experience, and your ability to grow. While low-cost or piecemeal solutions may seem appealing at first glance, they often create more problems than they solve. 

An all-in-one platform like ClearDent delivers more than just software—it delivers clarity, control, and confidence in your practice’s future. When everything works together, everything works better. 

Ready to explore a truly integrated solution? 
Book a demo with ClearDent and see how all-in-one software can support your next stage of growth. 

BURNABY, BC — March 6, 2025ClearDent, a leading provider of dental practice management software, is thrilled to announce general availability of its Online Booking tool.

Online Booking

Online Booking is transforming the patient experience by providing a simple, intuitive, and accessible way to book dental appointments online, 24X7. ClearDent developed this extension to enable patients to schedule visits at their convenience, reduce wait times, and improve communication between patients and practices. 

For dental practices, Online Booking offers an unparalleled opportunity to increase revenue, maximize marketing ROI, enhance operational efficiency, and reduce administrative tasks. The platform extension integrates directly with ClearDent’s dental practice management software in real-time, ensuring a seamless, automated workflow that keeps schedules full and optimizes resource utilization. Key features of Online Booking include: 

  • 24/7 Appointment Scheduling: Allows patients to book appointments anytime, from anywhere, via their dental practice’s website. 
  • Real-Time Availability and Schedule Integration: Displays up-to-date availability, enabling patients to select the most convenient times without the need for back-and-forth communication. Because the scheduling is all done within the ClearDent platform, office staff don’t have to transfer the online booking into their practice management schedule after the fact, reducing time, and the potential for booking errors resulting from manual intervention. 
  • Customized Scheduling Control: Enables practices to tailor the booking experience to specific services, providers, days and chairs.  

Early adopters of ClearDent’s Online Booking tool are experiencing powerful results including more than 90 new patients, $40,000 in net new revenue, and 48 staff hours saved on average, per year. 

About ClearDent

ClearDent is Canadian-made dental practice management software. Modern dentists use ClearDent to go completely paperless and integrate with popular, advanced digital equipment. ClearDent’s all-in-one practice management solution is easy to use and full-featured, and is available in On-Premise, Hybrid and Full Cloud platforms. With ClearDent, staff workload drops significantly, making it simple to book, confirm and remind patients about appointments with cloud-based patient engagement features. With improved patient care, dentists get paid faster and reduce unpaid services. Visit us at www.cleardent.com. 

Switching dental practice management software can feel overwhelming. Concerns about data migration, IT, training, and ongoing support often deter practices from making a much-needed change. But with the right partner, transitioning to new software doesn’t have to be disruptive. At ClearDent, we simplify the process and provide the tools, expertise, and support to ensure a smooth transition.

This guide addresses the key concerns practices have when switching software and highlights how ClearDent makes the process stress-free and efficient.

1. Who Will Guide Me Through the Switching Process?

Preparation and Planning

We work with you to map out the dates for data pickups, installations, training, delivery, and Go Live as part of your path to success. This includes a review of your current dental practice management software and any customizations unique to your dental practice.

Experienced Specialists

Our team of specialists will guide you through every step of the process, ensuring you feel supported and confident throughout the transition.

Key Takeaway: With ClearDent, you have a dedicated partner to lead you through preparation, planning, and execution—every step of the way.

2. Is My Data Going to Be Safe During the Switch?

Imagine this: Your patient records, treatment histories, and billing details are all stored in your current system. The thought of losing even a fraction of this data keeps you up at night.

Why This Matters

Your data is your most valuable asset. Accurate and timely migration is critical to ensure uninterrupted operations when switching software.

How ClearDent Handles Data Migration

ClearDent offers one of the most comprehensive data migration services in the industry. Here’s what you can expect:

Key Takeaway: Rest easy knowing ClearDent’s experienced team ensures a secure, accurate, and timely data transition.

3. Who’s Going to Coordinate with My IT and Dental Equipment Specialist During the Switch?

Picture this: Your front desk team is already swamped managing appointments, insurance claims, and patient inquiries. Now, add coordinating with IT providers and dental equipment specialists to upgrade hardware or configure networks—it’s a recipe for chaos.

Why This Matters

Ensuring compatibility between your new software and existing hardware is crucial to avoid disruptions.

How ClearDent Simplifies IT Coordination

ClearDent collaborates directly with your IT team or provides trusted recommendations to handle the technical aspects of the transition:

Key Takeaway: ClearDent’s seamless IT coordination ensures a hassle-free, technically sound transition—so no detail is missed.

4. What Kind of Training Will I Receive?

Comprehensive and Interactive Training

Our training covers all key areas of practice management, ensuring that your team is well-prepared to navigate the software after switching.. We follow a structured training checklist that includes everything from scheduling and patient file management to insurance claims, treatment planning, reporting, and more.

Tailored Training for Your Practice

We understand that no two practices are the same. Some teams may need in-depth training on every feature, while others only require guidance on specific workflows. Our approach is flexible—we provide only the training you need.

Before training begins, our team will discuss your unique requirements and recommend the most relevant training materials to ensure long-term success. Whether it’s a comprehensive onboarding experience or a focused session on specific features, we tailor our training to match your goals.

Flexible Training Delivery

Key Takeaway: ClearDent’s training is comprehensive yet flexible, ensuring your team gets the right training, at the right time, in the right way.

5. What Kind of Support Will I Have After Switching?

Imagine this: Your new software is live, and inevitably, your team encounters an unfamiliar screen. They’re frustrated and struggling to find answers, slowing down the practice. The lack of immediate support turns a smooth start into a bottleneck.

Why This Matters

Support doesn’t stop at go-live. Practices need ongoing resources and training to maintain efficiency and adapt to new challenges.

How ClearDent Supports You

ClearDent provides unmatched support to help your team succeed long after the transition:

Key Takeaway: With ClearDent, support doesn’t end after the transition. You’ll have everything you need to stay efficient and productive.

6. Is It Easy to Hire People Who Know ClearDent?

Why This Matters

The ability to find and train team members familiar with your software reduces onboarding time and ensures smoother operations.

How ClearDent Makes This Easy

Key Takeaway: ClearDent’s widespread adoption and ease of use make hiring and training new staff simple.

Conclusion 

Switching dental software doesn’t have to be complicated. With ClearDent, you gain:

Ready to make the move? Contact ClearDent for a personalized consultation or demo today! 

Imagine googling your dental practice and being greeted by a mix of glowing praise and scathing critiques that end up in a 3.5 overall star rating. While the positive reviews are encouraging, the negative ones sting—especially since they’re visible to every prospective patient and can heavily influence their decision-making process. Studies show that potential patients often prioritize recent and negative reviews over positive ones, which means unresolved issues can weigh disproportionately in their choices. Worse, you’ve noticed that some of the criticisms stem from simple misunderstandings or issues that could have been resolved with better communication. As a dental practice owner, you understand the importance of reputation, but managing it online feels like a constant uphill battle and not what you or your staff are trained to do. 

Your marketing efforts are in full swing, from targeted digital ads to social media campaigns, yet potential patients hesitate to book appointments due to a few bad reviews. Meanwhile, glowing feedback from happy patients remains under-leveraged, sitting unshared and uncelebrated. Sharing positive reviews not only counters the effects of negative feedback but also reinforces trust and credibility. By actively showcasing patient praise, your practice demonstrates its commitment to quality care, encouraging prospective patients to choose your services. It’s clear that while your clinical skills are excellent, your practice’s online reputation isn’t fully working in your favour. 

Statistics show that online reviews significantly influence patient decisions—70-80% of patients rely on reviews when choosing healthcare providers. Furthermore, the cost of acquiring new patients can range from $150-$300, making it critical to retain those you already have while cultivating new relationships through positive reviews. 

Managing Online Reviews 

Online reviews can make or break a dental practice. They’re the digital equivalent of word-of-mouth referrals, but with far greater reach and speed. Plus, they’re evergreen – staying online until someone changes or removes them – which almost never happens. Here are the most common pain points practices face when managing their online reputation: 

These challenges can undermine marketing efforts, decrease patient trust, and leave your practice vulnerable to competitors with stronger online reputations. Considering the typical lifetime value of a dental patient—estimated between $7,000 and $10,000—losing even a few patients due to negative online reviews can significantly impact your bottom line. 

ClearDent Solutions for Managing Online Reviews 

Managing online reviews doesn’t have to be overwhelming. Social media platforms provide tools to analyze your reviews, while ClearDent offers solutions that streamline the process, making it easier for practices to build and maintain a stellar online reputation. Here’s how: 

Encourage Positive Reviews Automatically

Monitor and Respond to Reviews

Showcase Your Best Feedback

Streamline Feedback Collection

Track Trends and Insights

The Pain-Free Practice

Consider this example: A patient had a minor complaint about a long wait time during a visit. They left a negative review on Google, which you noticed immediately through Google reviews. Within hours, your team responded with an apology and an explanation of how the practice is addressing scheduling issues to reduce wait times. The patient appreciated the prompt response and updated their review to reflect your professionalism and willingness to improve. 

At the same time, your ClearConnect system sent review prompts to 20 patients who had completed appointments that week. As a result, you received 15 new 5-star reviews, significantly boosting your overall rating and pushing the initial negative review lower in the list. You then featured one of the glowing reviews on your social media channels, showcasing your commitment to excellent patient care. Your practice now appears more appealing to prospective patients searching on Google or Yelp, leading to increased inquiries and bookings.  

This seamless integration of tools and strategy turned a potential setback into an opportunity to strengthen your reputation and attract more patients. When you consider that most practices need 20-50 new patients per month to sustain and grow, tools like ClearConnect and partnerships like Social Ordeals ensure you stay ahead. 

Attract and Retain Patients with ClearDent 

Your online reputation is one of the most critical assets for your dental practice. With ClearDent’s patient engagement tools and partnership with Social Ordeals, you can effectively manage reviews, address patient concerns, and showcase your strengths to prospective patients. By leveraging digital marketing strategies and reputation management tools, you’ll not only protect your brand but also foster trust, loyalty, and growth. 

It’s the end of the month, and your team is busy analyzing the practice’s financial performance. Despite efforts to increase production—through promotional campaigns, adding new procedures, and scheduling more patients—revenue growth remains stagnant, and key performance indicators fail to meet expectations. As you dig deeper, you notice an alarming trend: accounts receivable (A/R) are climbing, and some planned treatments have gone unbilled. Your expenses are mounting, yet it’s unclear which areas are underperforming. This could mean certain procedures are not generating expected revenue, marketing campaigns are not delivering patient acquisition, or operational inefficiencies are inflating costs. 

This scenario paints a troubling picture: without clear insights into your practice’s performance, inefficiencies and missed opportunities compound over time. The lack of visibility into key metrics makes it difficult to pinpoint problems, let alone develop effective solutions. This not only affects profitability but also adds stress to an already demanding schedule. 

Lack of Visibility into Business Performance 

Running a dental practice requires strategic decision-making, and a lack of visibility into business performance is a significant obstacle. Practices often face challenges such as: 

Without real-time and actionable insights, these challenges snowball. Overdue accounts lead to cash flow issues, delaying investments in new equipment or marketing. Limited report visibility means missed trends, such as declining patient retention, which could have been addressed through better engagement strategies. Ultimately, the lack of clear data makes it difficult to take proactive steps, leading to slower growth and increased stress for practice owners. 

Business Analytics: A Crucial Element for Growth 

For dental practices, gaining visibility into financial and operational metrics is essential to address inefficiencies and unlock growth potential. Business analytics allow practices to identify trends, track performance, and make data-driven decisions that lead to measurable improvements. By analyzing metrics such as accounts receivable, production trends, and patient retention rates, dentists can gain a clearer understanding of their practice’s health and focus on areas for improvement. 

The Pain-Free Practice

Imagine this: It’s the start of a new quarter, and you review your practice’s performance metrics. Instantly, you see a real-time snapshot of your financial and operational health. A/R is down because overdue accounts were proactively addressed last month. Your production trends highlight which procedures are driving revenue, and you notice a spike in treatment acceptance for Invisalign after launching a targeted campaign. 

But the benefits go beyond financials. With a clear understanding of your metrics, you’re able to make strategic decisions—tweaking your patient engagement strategy, refining social media campaigns, and adjusting your marketing and website content to target high-value treatments. Online booking data helps you identify peak scheduling times and optimize staff availability, improving efficiency and patient satisfaction. 

Thanks to this visibility, you’ve been able to empower your team and optimize operations – without having to spend much, if any money. Additionally, you’ve aligned your expenses with projected revenue, ensuring your practice runs smoothly and profitably. Your practice isn’t just maintaining its profitability—it’s thriving and setting the stage for sustainable growth. 

Attract and Retain Patients with ClearDent 

In today’s competitive dental landscape, understanding your business “by the numbers” is essential for growth. ClearDent provides the tools you need to stay informed, streamline operations, and focus on delivering exceptional patient care. By leveraging ClearDent’s business analytics solutions, you can turn data into actionable insights, ensuring your practice remains profitable and prepared for the future. 

Your practice is thriving in many areas: the marketing efforts are paying off, new patients are consistently walking through the door, and glowing online reviews reflect your dedication to patient care. Yet, as you review the monthly reports, a concerning trend catches your eye. Despite the influx of new patients and the loyalty of existing ones, treatment plan acceptance rates are lower than expected. Additionally, hygiene recall appointments are declining, leaving significant gaps in the schedule. 

You notice a pattern: new patients who initially express interest in comprehensive care do not follow through with their treatment plans. Meanwhile, long-time patients are missing and/or delaying their hygiene recalls, disrupting your ability to maintain relationships and keep their oral health on track. These missed opportunities not only affect your schedule but also have a noticeable impact on revenue and patient retention. It’s clear that while attracting patients has been successful, ensuring they stay engaged and commit to their care requires a different approach. 

The Business Impact of Missed Treatment Plans and Recalls 

To illustrate the impact of low treatment plan acceptance rates and missed recalls on your business, we’ve outlined their potential effects on the practice as a whole: 

  1. Reduced Revenue: Every missed treatment or hygiene recall is revenue that doesn’t make it into your practice. 
  1. Missed Opportunities for Growth: Hygiene recall appointments are a gateway to identifying additional treatment needs and strengthening patient relationships. 
  1. Higher Costs for Patient Acquisition to Fill Gaps: It costs significantly more to attract new patients to fill empty spots than to retain and engage existing ones. 
  1. Weakened Patient Relationships: Lack of engagement can lead patients to feel undervalued, increasing the risk of losing them to competitors. 

Understanding the Challenges: Recalls and Treatment Plans

Missed Hygiene Recalls 

Missed hygiene recalls are often the result of several things including a lack of efficient tools, processes, and a disciplined approach to follow-ups. Practices that rely solely on phone outreach often end up playing long games of phone tag, have limited availability during office hours, and overwhelm the staff who have many other tasks they need to focus on.  

Another challenge for practices is quickly and efficiently identifying which patients are due for recalls within specific windows of time – to optimize the effort required to reach out. 

Without regular visits or the ability to share important information with patients through digital channels, patients often don’t see the full value of regular hygiene visits because they are not aware of the long-term health benefits, like preventing gum disease or tooth decay, or the potential risks of skipping them. This lack of understanding can make the effort, time, or cost involved in scheduling these visits feel unnecessary to them. 

These challenges, if left unaddressed, lead to inconsistent recall rates, gaps in patient care, and a strained relationship between the practice and its patients. 

Low Treatment Plan Acceptance Rates 

Low treatment plan acceptance rates often result from challenges in a practice’s ability to clearly communicate the importance of treatment, addressing patient concerns, and offering personalized solutions. Patients may struggle to grasp the urgency of treatment if it is not explained in relatable terms, or they may feel overwhelmed by technical jargon that confuses rather than informs.  

Patients often have concerns about cost, time, or potential discomfort that go unaddressed, leading to hesitation or rejection of treatment plans. Many patients are also unaware of the long-term consequences of delaying care, as practices may not effectively convey this information.  

Finally, the absence of a structured follow-up system or tools to re-engage patients with unscheduled treatments can result in missed opportunities. By improving communication strategies, addressing concerns proactively, and implementing effective follow-up processes, practices can build trust, enhance understanding, and increase treatment acceptance rates. 

Revenue Implications

Imagine this: 

Let’s say that for every 25 treatment plans presented, approximately 40% of patients never return for their recommended care. For example: 

20 outstanding treatments × $750 average treatment fee = $15,000 in lost revenue per month. 

Annualized, this equals $180,000 in potential revenue left on the table. 

Without regular follow-ups, patients may deprioritize their dental care, leading to consistently low treatment acceptance rates. Research shows that implementing a structured follow-up system can increase acceptance rates by 15-20%, turning missed opportunities into completed treatments and strengthening patient relationships. 

Turning Missed Opportunities into Growth

Being proactive in addressing these challenges is essential, focusing on managing both treatment plans and recalls in a systematic and efficient way: 

Increase Hygiene Recall Rates 

Leverage Recall Manager

Automated Recall Reminders

Maximize Recall Appointments

Engage Patients with Educational Content

Boost Treatment Plan Acceptance Rates 

Clear, Straight-Forward Proposals

Proactive Follow-Ups

Address Financial Concerns

Educate Patients

A Proactive Approach to Growth 

Focusing on treatment plan acceptance and recall rates is critical for the long-term success of your practice. By addressing these challenges, you can increase revenue by converting missed opportunities into scheduled appointments. Additionally, you can strengthen patient relationships and loyalty through proactive engagement, while streamlining workflows to reduce the administrative burden on your staff. ClearDent has the tools you need to maximize profitability and continue to grow your practice. 

Don’t let missed treatment plans and recalls hold your practice back. Request a demo today and discover how ClearDent can help your practice thrive.  

It’s the end of the month, and your team is busy analyzing the practice’s financial performance. Despite efforts to acquire new patients—investing in online ads, running social media campaigns, and sending promotional emails—something isn’t adding up. Revenue is stagnating, and when you dive deeper into the numbers, you notice that current patients are churning more than normal. While new patients are coming in, more and more of your existing patients are becoming inactive, meaning all your efforts are just plugging the hole instead if growing the business. 

This scenario paints a troubling picture: existing patients are slipping through the cracks. Most patients only visit once or twice a year, making it critical to maintain relationships between visits and stay top of mind. Without consistent engagement, they drift away, often to other practices that better meet their scheduling, financial, or personal needs. Worse, these lapses in engagement can lead to missed referrals from satisfied patients, further impacting growth. 

Your efforts to grow the practice are being undermined by the silent churn of what should be loyal patients. Building strong, engaged relationships with existing patients is the key to reversing this trend. 

Practice Pain Point: Retaining Existing Patients 

Retaining patients is a challenge faced by many dental practices, and losing patients is costly. Studies show that dental practices lose 15-20% of their patients every year, and it costs significantly more to acquire a new patient than to retain an existing one. Here are some reasons why patients leave: 

  1. Limited Scheduling Options: Patients struggle to find appointment times that fit their busy schedules. 
  1. High Treatment Costs: Without flexible payment plans or promotional offers, treatment can seem out of reach for some patients. 
  1. Lack of Engagement: Patients are not kept informed about their oral health needs, promotional activities, or updates that help to build relationships with the practice. 
  1. Poor Patient Experience: Dissatisfaction with service quality leads patients to look elsewhere. 

When patients leave, chairs are empty, referrals decline, and marketing costs increase trying to attract replacements. Preventing this churn requires consistent engagement and proactive communication strategies. 

ClearDent Solutions for Patient Retention

Strengthening relationships with patients is essential to retaining them. By delivering better service, engaging marketing strategies, and personalized communication, practices can foster loyalty and lasting connections. ClearDent offers innovative tools to streamline this process and ensure your practice stays top-of-mind for your patients: 

  1. Communicate Marketing Activities with Bulk NewslettersClearDent’s Bulk Newsletter feature allows practices to easily send newsletters tailored to their audience. Whether it’s practice announcements, promotional offers, or oral hygiene tips, this tool lets you set criteria to target specific groups of patients effectively. By sharing relevant and engaging content, practices can build stronger relationships, keep patients informed, and encourage loyalty and referrals. 
  1. Increase Visibility Through Digital Marketing: Use email campaigns, blogs, websites, and online booking to maintain patient relationships. These tools and services ensure patients stay informed about the practice’s activities and offerings and have an easy, seamless way to book their appointments. 
  1. Maintain Relationships by Following Up on Treatment Plans: With ClearDent’s Manage All Patients tool, practices can easily identify inactive patients or those with unfinished treatments. Send personalized messages to remind them of their care plan or inform them of promotions that could reignite their interest. 
  1. Show Patients You Truly Care: Personalize interactions by remembering details about patients and their concerns. ClearDent’s Patient Portal enables practices to collect and review patient information before appointments, streamlining conversations and ensuring personalized care. If a patient hesitates on a treatment plan due to financial constraints, ClearDent’s tools can help the practice offer flexible payment options or promotions tailored to their needs. 
  1. Gather Feedback with Patient Surveys: ClearDent makes it easy to collect valuable patient feedback through surveys. By regularly soliciting feedback on their experience, practices can identify areas for improvement, address concerns proactively, and demonstrate that they value their patients’ opinions. This helps build trust, enhance service quality, and improve overall patient satisfaction.

The Pain-Free Practice

Imagine this common scenario: A long-time patient visits your office for a routine cleaning. During the appointment, you notice an evolving issue with their alignment and jaw strain and recommend Invisalign. The patient expresses interest but isn’t ready to commit. Months later, your practice launches a promotional campaign for Invisalign. Using ClearDent’s Manage All Patients tools, you quickly identify all the patients who previously showed interest in Invisalign and send them a targeted email or text message about the promotion using the Bulk Newsletter. For those still unsure, you include links to a blog post on your website that educates them about the benefits of Invisalign. The email also includes a button for online booking, allowing them to schedule an appointment in just a few clicks. 

This seamless integration of patient data, targeted marketing, and online booking keeps the patient engaged, informed, and more likely to choose your practice for their treatment.  

Attract and Retain Patients with ClearDent 

In today’s competitive landscape, retaining existing patients is just as important as acquiring new ones, if not more important. ClearDent provides the tools practices need to build strong relationships, deliver personalized care, and keep patients coming back. From engaging newsletters to seamless online booking and personalized follow-ups, ClearDent helps you foster loyalty and create raving fans who are more likely to refer others. 

It’s the start of a new month, and you’re pulling reports to review the practice’s performance. As you scan through the numbers, a worrying trend emerges – new patient bookings are on the decline. 

While your practice has successfully retained many loyal patients, attracting new ones has been a challenge due to factors like limited online visibility, competition from other practices, and difficulty converting website visitors into booked appointments. The reliance on inbound phone inquiries leads to frustrating rounds of phone tag, causing potential new patients to disappear. Unfilled slots in the schedule are becoming more common, directly impacting revenue.  

Despite investing in things like online ads, social media campaigns, and email marketing, the return on those investments isn’t meeting expectations. 

It’s clear that something needs to change. The balance between attracting new patients and retaining loyal ones is “off”, and practice growth is starting to stall. 

A Leaky Patient Funnel and Missed Growth Opportunities 

Striking the right balance between attracting new patients and retaining existing ones is a common challenge for dental practices. Today, 43% of patients search for dentists online, meaning practices with outdated websites or weak SEO risk losing new patients to competitors. With new practices emerging regularly, standing out is increasingly difficult. The problem is made worse by: 

These factors combine to create a leaky patient funnel, where potential new patient leads slip away, schedules remain unfilled, and marketing efforts fail to deliver the desired results.  

Here’s a great example of a leaky funnel. Statistics suggest that 33% of inbound calls go to voicemail, and 87% of potential new patients don’t leave a message or book an appointment. To make matters worse, most practices only attempt to follow-up on calls 1 to 2 two times on average—despite it generally taking 6 to 9 calls to reach someone. This means that valuable leads are lost every single day, marketing dollars are wasted, and schedules remain unfilled. 

Your Practice’s Competitive Edge

ClearDent provides a comprehensive solution to these challenges through its Online Booking and ClearConnect tools, along with Digital Marketing partnerships. We enable practices to attract new patients, retain existing ones, and deliver the seamless experiences modern patients demand. Here’s what you can do with ClearDent’s patient engagement solutions: 

Stand Out in a Competitive Market: 

Provide Seamless Patient Experiences: 

Maximize Patient Acquisition Opportunities: 

Balance Retention and Attraction: 

Real Results with ClearDent

Promontory Heights Dental in Chilliwack, British Columbia, faced some challenges including inefficient booking processes and limited marketing impact before implementing ClearDent’s integrated solutions. Dr. Jehan Casey recognized that their booking process was inefficient, leading to unfilled appointment slots and frustrated patients unable to book times outside of office hours. Promontory Heights leveraged ClearDent’s online booking tool and were able to fill gaps in the schedule even after hours, while reducing the administrative burden on staff. 

Promontory Heights also enhanced their online presence to attract new patients. By optimizing their website for SEO, encouraging positive reviews, and using QR codes in their marketing materials to link directly to their online booking system, they saw a steady influx of new patients. Through these marketing activities that linked directly to their online booking system, Promontory Heights’ marketing investments translated seamlessly into scheduled appointments. As Dr. Casey noted, the ability to integrate marketing and booking in one platform saved both time and money while significantly boosting growth. 

Attract and Retain Patients with ClearDent 

In an industry where competition is fierce and patient expectations are high, ClearDent’s tools provide the edge your practice needs to get and stay ahead. From building a strong online presence to delivering seamless booking and communication experiences, ClearDent helps you stand out while keeping your current patients engaged. Just like Promontory Heights Dental, you can turn inefficiencies into opportunities and create a patient experience that fosters loyalty and growth. 

At ClearDent, we partner with Social Ordeals, experts in digital marketing for dentistry, to offer a comprehensive online marketing solution. Social Ordeals has developed a platform and services that help dental practices monitor, manage, and build their online reputations and brands. From building or refreshing your website, to search engine optimization, to digital advertising and more, Social Ordeals coupled with ClearDent’s patient engagement solutions is a win-win for today’s modern dental practice. Get a FREE Digital Audit Report for your practice.