Question 1

How does CareStack help dental practices grow revenue without expanding locations?

Accepted Answer

CareStack enables practices to increase same-store growth through built-in tools for new patient acquisition, treatment plan acceptance, and high-efficiency scheduling—all without adding new ops or locations.

Question 2

Can CareStack support referral-based growth models like endodontics?

Accepted Answer

Yes. CareStack includes a referral management system that tracks inbound and outbound referrals, automates updates to referring GPs, and helps foster ongoing relationships.

Question 3

Is CareStack integration-friendly for marketing and CRM tools?

Accepted Answer

Absolutely. CareStack offers open APIs and native integrations with CRMs, VoIP platforms, Google Ads, analytics tools, and more, making it easy to connect with your existing growth stack.

Question 4

What professional services does CareStack offer to accelerate growth?

Accepted Answer

CareStack offers implementation consulting, digital marketing support, treatment acceptance strategy workshops, and operational audits as part of its Unified Professional Services division.

Question 5

How can endodontic offices optimize their schedule for consults, emergencies, and retreats using CareStack?

Accepted Answer

CareStack allows you to create custom appointment types with templates, routing rules, and tags to manage case complexity and provider efficiency, maximizing chair time even in high-acuity care.

Question 6

How does CareStack modernize the patient journey across touchpoints?

Accepted Answer

Patients can complete intake forms online, get appointment reminders via text, access their treatment history through a portal, and make payments with one click—all from their mobile devices.

Question 7

Can I send personalized communication to patients or guardians?

Accepted Answer

Yes. You can automate messaging sequences (pre-op/post-op), enable two-way texting, and customize communications based on procedure type, patient age, or care plan.

Question 8

Does CareStack support digital consent forms and medical history updates?

Accepted Answer

Yes. Secure, HIPAA-compliant digital consent and intake forms can be sent before the appointment and signed electronically—reducing time spent at check-in

Question 9

How does CareStack support patient trust in high-anxiety procedures like endo surgery?

Accepted Answer

You can provide visual treatment plans, annotated X-rays, voice-generated summaries, and auto-triggered education messages—all of which empower and reassure patients.

Question 10

Can patients pay balances and view treatment records online?

Accepted Answer

Yes. Through the CareStack patient portal, patients can view appointment history, download visit summaries, make payments, and request documents anytime.

Question 11

Does CareStack support specialty workflows like those needed in endodontics?

Accepted Answer

Yes. CareStack includes customizable charting templates, multi-visit treatment planning, and CBCT integration—perfect for handling complex root canals, trauma, and surgical cases.

Question 12

Is there a built-in imaging system or integration with existing devices?

Accepted Answer

CareStack has built-in cloud imaging that supports all major sensors and includes features like side-by-side comparisons, annotations, and date/tooth filtering.

Question 13

Can I document clinical notes using voice dictation?

Accepted Answer

Yes. Heidi, CareStack’s integrated AI voice scribe, allows providers to dictate clinical notes, use templates, insert codes, and personalize macros, all in real-time.

Question 14

How does CareStack help with treatment plan management and follow-up?

Accepted Answer

Treatment plans can be phased, categorized, and tracked with automated reminders and follow-ups for unscheduled cases, ensuring no patient falls through the cracks.

Question 15

Does CareStack support real-time collaboration between front desk and clinical teams?

Accepted Answer

Yes. Internal messaging, and alerts allow seamless handoffs between TCs, front desk, and providers—critical in fast-paced surgical or endo environments.

Question 16

How does CareStack improve claim submission and insurance processing?

Accepted Answer

CareStack automates insurance eligibility checks, provides built-in claim scrubbing, supports payer-specific rules, and allows for attachments of X-rays, perio charts, and narratives.

Question 17

Can I manage recurring claims for ongoing treatments?

Accepted Answer

Yes. CareStack supports staged billing, automated recurring claims (especially useful in ortho or staged perio), and tracks pre-authorization and payment statuses.

Question 18

What payment options can I offer patients?

Accepted Answer

CareStack allows in-office and remote payment collection via card-on-file, text-to-pay, ACH, online portal, or third-party financing integrations like Sunbit and CareCredit.

Question 19

How does CareStack reduce accounts receivable for specialty practices?

Accepted Answer

With payment automation, custom collection rules, digital reminders, and frictionless billing, practices using CareStack report up to 43% reduction in A/R days.

Question 20

Is CareStack suitable if I outsource billing or use in-house staff?

Accepted Answer

Yes. Whether you manage RCM internally or work with external billing teams, CareStack provides dashboards, access roles, and audit trails to support either model efficiently.

Question 21

What kind of analytics does CareStack offer out-of-the-box?

Accepted Answer

CareStack provides real-time dashboards for production, collections, treatment acceptance, new patients, recall, referral source trends, and much more—out of the box.

Question 22

Can I track performance by provider, procedure, or referral source?

Accepted Answer

Yes. You can generate custom reports that break down performance by provider, appointment type, treatment category, and referring GP—all exportable or automated.

Question 23

How do I know if my team is hitting operational benchmarks?

Accepted Answer

CareStack lets you set and track KPIs like case acceptance rate, no-show percentage, average claim turnaround time, and collection ratio—helping you spot inefficiencies early.

Question 24

Can I measure outcomes for treatment acceptance and unscheduled cases?

Accepted Answer

Yes. The treatment tracker dashboard lets you view case acceptance percentages, follow-up status, and identify high-value unscheduled treatment opportunities.

Question 25

Does CareStack offer custom or enterprise-level reporting support?

Accepted Answer

Yes. Through its Unified Professional Services division, CareStack provides advanced analytics, report building, and even data warehousing for multi-site or specialty practices.

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