Dental PMS Demo | MyDentalPMS

Today's Production

$0

Last 7 days trend

Collections Rate

0%

Patients Today

12 scheduled

3 in 0 no-show

Schedule on track

Outstanding AR

$0

30d: $4.2K · 60d: $2.8K · 90d+: $5.4K

Acceptance Rate

0%

↑ 3% from last month

Goal: 85%

Avg $/Visit

$0

↑ from $310 last month

Recall Rate

0%

● Close to 85% target

New Patients MTD

0

↑ +33% vs last month

Provider Production

Dr. Chen

$2,180

Dr. Smith

$1,420

Hygienist

$680

Alerts

⚠️

3 unconfirmed tomorrowSend Reminders

🔴

2 claims deniedReview

⏰

1 claim aging 60+ days

Quick Actions

📅New Appt

👤New Patient

📄New Claim

📊Reports

Today's Schedule

Sarah Johnson — D1110 Prophy + D0120 Periodic Exam

9:00 AM · Op 1 · Confirmed

Michael Park — D2330 Resin Composite #14

10:00 AM · Op 2 · Checked In

Emily Rodriguez — D2740 Crown Prep #30

11:00 AM · Op 1 · Checked In

James Martinez — D3330 RCT Molar #19

3:00 PM · Op 2 · Confirmed

Lisa Thompson — D0150 Comp Exam + D0210 FMX

4:00 PM · Op 1 · New Patient

Recent Activity

Payment received: $185.00 from Delta Dental

12 min ago

Claim #4521 submitted to MetLife

45 min ago

Recall reminder sent to 12 patients

2 hours ago

New patient registration: Lisa Thompson

3 hours ago

Name	DOB	Phone	Insurance	Last Visit	Balance	Status
Johnson, Sarah	03/15/1985	(555) 234-5678	Delta Dental	02/16/2026	$0.00	Active
Park, Michael	11/22/1978	(555) 345-6789	MetLife	02/16/2026	$125.00	Active
Rodriguez, Emily	07/08/1992	(555) 456-7890	Cigna	01/20/2026	$450.00	Active
Martinez, James	01/30/1969	(555) 567-8901	Aetna	12/15/2025	$0.00	Active
Thompson, Lisa	05/12/2001	(555) 678-9012	UHC	—	$0.00	New
Williams, David	09/04/1955	(555) 789-0123	Delta Dental	08/10/2025	$75.00	Recall Due

9:00

9:30

10:00

10:30

11:00

11:30

12:00

lunch

1:00

1:30

2:00

2:30

3:00

3:30

4:00

4:30

Operatory 1

≡

S. Johnson

Prophy + Exam

+

≡

E. Rodriguez

Crown Prep #30

+

≡

L. Thompson

Comp Exam + FMX

+

Operatory 2

+

≡

M. Park

Composite #14

+

≡

J. Martinez

RCT Molar #19

+

Operatory 3

+

Patient Chart

SJ

Sarah Johnson

DOB: 03/15/1985 Age: 40 Phone: (555) 234-5678 Insurance: Delta Dental

Delta Dental

⚠ Penicillin

MAXILLARY (UPPER)

MANDIBULAR (LOWER)

Healthy

Condition / Decay

Treated / Restored

Selected

Missing / Extracted

Click any tooth to view details and chart conditions

Existing Conditions & Procedures

Tooth	Surface	Condition	CDT Code	Date	Provider
#14	MO	Decay	D2392	02/16/26	Dr. Chen
#30	Full	Crown Needed	D2740	01/20/26	Dr. Chen
#19	Full	RCT Needed	D3330	12/15/25	Dr. Chen
#3	DO	Composite	D2392	08/15/25	Dr. Chen
#12	O	Composite	D2391	06/10/25	Dr. Smith
#20	MOD	Amalgam	D2161	03/22/24	Dr. Chen
#1	—	Extracted	D7210	11/10/23	Dr. Smith
#16	—	Extracted	D7210	11/10/23	Dr. Smith

Clinical Notes

02/16/2026

Dr. Chen — Periodic Exam

Routine prophylaxis and periodic exam completed. OH excellent. Sensitivity on #14 MO — recommend composite restoration. Crown on #30 in progress. Discussed RCT for #19 with patient, scheduled for 3/15.

01/20/2026

Dr. Chen — Crown Prep

Crown prep #30. Temp placed. Impression taken. Shade A2. Lab case sent to Valley Dental Lab. Return in 2 weeks for seat.

08/15/2025

Dr. Chen — Restorative

D2392 Resin composite #3 DO. Caries removed. Shade A2. Proximal contact verified. Patient tolerated procedure well.

Total Charges (MTD)

$8,350

5 procedures

Total Payments (MTD)

$6,200

3 insurance claims

Outstanding Balance

$2,150

26% of charges

Collection Rate

97.2%

↑ 2.1% from last month

Date	Description	Provider	Charges	Credits	Balance
01/20/26	D0120 Periodic Exam	Dr. Chen	$65.00		$65.00
01/20/26	D1110 Adult Prophy	Dr. Chen	$135.00		$200.00
01/20/26	D0274 Bitewings (4 films)	Dr. Chen	$75.00		$275.00
01/25/26	Cigna Payment - Claim #4418			-$175.00	$100.00
02/10/26	D2740 Crown Porcelain #30	Dr. Chen	$1,200.00		$1,300.00
02/12/26	Cigna Payment - Claim #4485			-$850.00	$450.00

3

Created

5

Submitted

18

Paid

2

Denied

Claim #	Patient	Insurance	Date	Amount	Status	Age
#4521	M. Park	MetLife	02/16/26	$285.00	Submitted	0d
#4518	D. Williams	Delta Dental	02/10/26	$1,200.00	Submitted	6d
#4510	E. Rodriguez	Cigna	01/20/26	$275.00	Paid	27d
#4485	E. Rodriguez	Cigna	02/10/26	$1,200.00	Paid	6d
#4402	J. Martinez	Aetna	12/15/25	$950.00	Denied	63d
#4511	T. Johnson	Aetna	01/05/26	$650.00	Submitted	42d
#4515	K. Smith	MetLife	01/12/26	$500.00	Submitted	35d
#4520	M. Brown	Delta Dental	01/27/26	$425.00	Paid	20d
#4398	P. Davis	Cigna	11/20/25	$1,100.00	Denied	78d
#4505	R. Wilson	UHC	12/22/25	$875.00	Submitted	55d

Daily Production

$8,542

↑ 3.2% vs last month

Collections Rate

97.2%

↑ 0.8% vs goal

New Patients MTD

28

↑ 12% vs last month

Tx Acceptance

73.8%

↑ 5.2% vs prior

Overview

Production

Patients

Insurance

⚠ 34 Patients At Risk

No visit in 6-12 months — consider sending recall reminders

3-Month Revenue Forecast

Actual Forecast

Patient Retention

Active: 1,847 (87%)

At-Risk: 156 (7%)

Inactive: 89 (4%)

Lost: 42 (2%)

Production per Hour by Provider

Provider Performance Summary

Provider	Days	Patients/Day	Production	Collections %	Acceptance %
Dr. Sarah Chen	18	12	$42,580	98.2%	82%
Dr. Robert Smith	16	10	$35,200	96.5%	74%
Dr. Lisa Kim	14	9	$28,400	97.8%	79%
Jamie Garcia (RDH)	20	8	$18,600	99.1%	—
Tom Wilson (RDH)	18	7	$15,800	98.5%	—

Top Referral Sources (6 mo)

Google

42

Referral

31

Insurance

19

Facebook

14

Yelp

9

No-Show Reasons (Last 30 Days)

Forgot (12)

Traffic (8)

Emergency (6)

Illness (5)

Other (3)

Referral Source Analytics

Source	New Patients	Conversion %	Cost/Acq	Lifetime Value
Google Maps	42	68%	$45	$2,450
Patient Referral	31	82%	$0	$3,100
Insurance Dir	19	52%	$25	$1,800
Facebook	14	45%	$85	$1,650
Yelp	9	38%	$120	$1,200

Current

$85,000

30+ Days

$28,000

60+ Days

$12,000

90+ Days

$8,500

120+ Days

$4,200

Insurance Payer Performance

Payer	Claims	Total Billed	Total Paid	Reimburse %	Avg Days
Delta Dental	142	$85,400	$76,860	90%	14
MetLife	98	$62,300	$54,424	87%	18
Cigna	76	$48,600	$40,338	83%	22
Aetna	54	$35,200	$28,160	80%	25
UHC	38	$24,800	$18,600	75%	32

All Unread Flagged Auto

John Doe2m

Can I reschedule my Thursday appt?

💬 SMS

Sarah Wilson8m

Question about my insurance coverage...

✉️ Email · Flagged

Michael Chen15m

How long should the numbness last?

💬 SMS

Emma Rodriguez1h

Payment confirmation received

💬 SMS · Auto

David Thompson2h

Hi, I'd like to become a new patient

🌐 Portal

Lisa AndersonYesterday

Reminder: balance of $125 is due

✉️ Email · Auto

John Doe

💬 (555) 234-5678 · Next appt: 02/20/26

Today, 2:43 PM

Hi, can I reschedule my Thursday appointment to next week? Something came up at work.

Of course, John! Let me check availability for next week. Would Monday or Tuesday work for you?

✓✓ Read

Tuesday would be perfect! Same time if possible.

📅 Appointment rescheduled to Tue 02/24 at 10:00 AM

✨ Quick Reply 📎 Attach ⏱ Schedule

Info

Templates

Analytics

Contact Methods

💬 SMS

✉️ Email

🌐 Portal

Preferences

Appointment reminders

Billing notifications

Marketing messages

Family Members

Jane Doe (Spouse), Tommy Doe (Child)

Quick Templates

Appt Confirmed

Your appointment is confirmed for {date}...

Payment Received

We received your payment of {amount}...

Insurance Verified

Your insurance has been verified...

Post-Op Instructions

Here are your post-op instructions...

Recall Reminder

It's time for your routine cleaning...

Today's Stats

124

Sent

98.2%

Delivered

64%

Open Rate

32%

Response

Channel Breakdown

SMS

68%

Email

24%

Portal

8%

Practice

Providers

Schedule

Fee Schedule

Team

Security

Integrations

Billing

Practice Information

Practice Name

Website

Phone

Email

Address

Tax ID / EIN

NPI Number

Providers

Name	Title	NPI	Specialties	Schedule
Dr. Sarah Chen	DDS	1234567890	General, Implants	Mon-Fri
Dr. Robert Smith	DMD	0987654321	Orthodontics	Mon-Thu
Jamie Garcia	RDH	1122334455	Hygiene	Mon-Fri
Tom Wilson	RDH	5566778899	Hygiene	Tue-Sat

Office Hours

Mon-Fri Start

Mon-Fri End

Saturday (9 AM - 1 PM)

Appointment Types

New Patient Exam	60 min
Prophy/Cleaning	45 min
Crown Prep	90 min
Filling (Single)	30 min
Root Canal	120 min
Extraction	45 min

Preferences

Buffer Between Appointments (min)

Allow online booking Auto-send 24hr reminders

Fee Schedule

CDT Code	Description	Standard Fee
D0150	Comprehensive Oral Evaluation	$150
D0210	Intraoral Periapical X-ray	$35
D1110	Prophylaxis Adult	$120
D2391	Composite Resin — 1 Surface	$180
D2740	Crown — Porcelain/Ceramic	$1,200
D3310	Root Canal — Anterior	$850
D4341	Scaling & Root Planing — Per Quad	$250
D7210	Surgical Extraction	$350

Team Members

Name	Role	Email	Status	Last Login
Dr. Sarah Chen	Owner/Dentist	[email protected]	Active	Today 2:30 PM
Dr. Robert Smith	Dentist	[email protected]	Active	Today 9:15 AM
Karen Taylor	Office Manager	[email protected]	Active	Today 8:00 AM
Amy Zhang	Front Desk	[email protected]	Active	Today 7:45 AM
Jessica Brown	Billing	[email protected]	Active	Yesterday

Two-Factor Authentication

Enforce 2FA for all staff

🔐

All users must enable 2FA for enhanced security

Password Policy

Require complex passwords Force change every 90 days Prevent reuse of last 5 passwords

Session Timeout

60 min

Recent Activity Log

Date/Time	User	Action	Details
02/16/26 2:30 PM	Dr. Chen	Login	Successful login from 192.168.1.10
02/16/26 11:45 AM	Karen Taylor	Record Modified	Updated patient: Sarah Johnson
02/16/26 9:15 AM	Dr. Smith	Login	Successful login from 192.168.1.12
02/15/26 5:00 PM	System	Backup	Daily backup completed

Connected Services

Stripe Payments

Connected

Payment processing for online billing

Twilio SMS

Connected

Appointment reminders & communications

SendGrid Email

Setup Required

Email delivery & automated communications

Google Calendar

Not Connected

Sync appointments to provider calendars

QuickBooks Online

Not Connected

Accounting & financial reporting

Current Plan

Professional

$199/month

Patients: Unlimited · Providers: 5 · All Features

Usage This Month

Active Patients

847

Appointments

324

SMS Sent

1,250 / 5,000

Storage

45.2 GB / 500 GB

Payment Method

💳 Visa ending in 4242Expires 12/26

Next renewal: March 17, 2026 · Cancel anytime

Invoice History

Invoice #	Date	Amount	Status	Action
INV-2026-002	02/17/2026	$199.00	Paid	Download
INV-2026-001	01/17/2026	$199.00	Paid	Download
INV-2025-012	12/17/2025	$199.00	Paid	Download

Good afternoon, Dr. Chen

Today's Schedule

Recent Activity

Patients

Schedule

Dental Chart

Existing Conditions & Procedures

Clinical Notes

Patient Ledger

Insurance Claims

Practice Analytics

Messages

Settings

Practice Information

Providers

Office Hours

Appointment Types

Preferences

Fee Schedule

Team Members

Two-Factor Authentication

Password Policy

Recent Activity Log

Connected Services

Usage This Month

Payment Method

Demographics

Insurance

Medical Alerts

Account Summary

Last 5 Appointments

Clinical Notes

Billing Ledger

Claims History

Edit Patient

Edit Appointment

Smart Fill

Plan Name	Status	Procedures	Total	Insurance Est.	Patient Est.	Date
Crown #30	In Progress	D2740	$1,200	$850	$350	01/20/2026
RCT + Crown #19	Presented	D3330+D2740	$2,150	$1,500	$650	02/16/2026

Good afternoon, Dr. Chen

Today's Schedule

Recent Activity

Patients

Schedule

Dental Chart

Existing Conditions & Procedures

Clinical Notes

Patient Ledger

Insurance Claims

Practice Analytics

Messages

Settings

Practice Information

Providers

Office Hours

Appointment Types

Preferences

Fee Schedule

Team Members

Two-Factor Authentication

Password Policy

Recent Activity Log

Connected Services

Usage This Month

Payment Method

Demographics

Insurance

Medical Alerts

Account Summary

Last 5 Appointments

Clinical Notes

Billing Ledger

Claims History

KPI Details

Quick Book Appointment

Edit Patient

Edit Appointment

Smart Fill