Planfix for Dental Networks
Unify intake, treatment plans, and approvals in one workspace. Cut delays, raise case acceptance, and keep every stakeholder aligned.
Unify intake, treatment plans, and approvals in one workspace. Cut delays, raise case acceptance, and keep every stakeholder aligned.
Bring emails, chats, and forms into trackable tasks. Standardize steps with status rules and SLAs. Share plans and files in a secure client dashboard while every update is logged for audit and payer review.
Convert inbound messages to tasks on day one. Route by clinic and specialty automatically. Add SLA timers for first response and follow-ups. Your team works from a single queue while leadership sees live throughput and bottlenecks.
Open the Planner and drag a card between conditional lists—fields update instantly and routing changes without manual edits. Share a plan in the Client’s Dashboard to show costs and next steps, then collect e-consent in the same thread.
Respect clinic hours with org calendars and Planned Work Time. Whiteboards convert to live tasks and relations. Project Totals and dashboards track margins and denials. LLM actions classify messages, extract codes, and draft payer cover letters.
The Planner beats generic boards with conditional lists and no duplicate cards. Objects outclass static CRMs by adding lifecycles and audits. The Client’s Dashboard replaces brittle portals and writes replies back into the case automatically.
Begin with omnichannel intake and the Planner. Add Objects, status sets, and transition rules as you standardize from request to approval. Layer dashboards and reports to track margins, denials, and utilization across the network.
Connect channels, calendars, storage, telephony, and automation to centralize case work.
