Every Feature Your Practice Needs — Built for 2026
AI-powered scheduling, autonomous billing, voice charting, and a patient portal your patients will actually use. All in one cloud-native platform.
AI-Powered Scheduling That Fills Chairs
Stop playing phone tag. UpDental's AI schedules, confirms, and reschedules patients automatically — optimizing your operatory grid in real time.
- ✓Operatory grid view with drag-and-drop — see all chairs at a glance
- ✓Real-time availability sync across multiple providers
- ✓Automated recall campaigns: hygiene, perio, and ortho
- ✓Smart waitlist fills last-minute cancellations instantly
- ✓2-way SMS and email confirmations with no-show prediction
- ✓Morning huddle dashboard — every provider briefed before they arrive

Autonomous Insurance & Billing
UpDental's RCM engine handles the entire revenue cycle — from eligibility checks at booking through ERA posting and denial appeals. Your front desk focuses on patients, not paperwork.
- ✓EDI 837 claim submission to 800+ payers — automatic
- ✓EDI 835 ERA auto-posting with adjustment detection
- ✓Real-time eligibility verification at scheduling
- ✓Denial intelligence: pattern detection + one-click appeals
- ✓AR aging dashboard with AI collection priority scoring
- ✓CDT code recommendations from clinical notes

Clinical Charting Built for Speed
Chart faster with an interactive odontogram, full perio charting, and voice-enabled notes. Everything syncs instantly to the patient record.
- ✓Interactive odontogram with 19 condition types and 18 treatment types
- ✓Per-surface fill, RCT/implant/bridge overlays
- ✓Full perio charting with 6-point pocket depths and recession
- ✓Voice-enabled charting — dictate findings hands-free
- ✓Auto-generated clinical notes from charting data
- ✓Treatment plan builder with fee estimates and financing options

A Patient Portal Patients Actually Use
Give patients a modern digital front door: online booking, QR check-in, 2-way texting, and transparent treatment costs with financing options.
- ✓Branded patient portal with online appointment requests
- ✓QR code check-in — no clipboard, no waiting room forms
- ✓2-way SMS texting — patients reply to your messages
- ✓Digital intake and consent forms with e-signature
- ✓Instant financing quotes: CareCredit, Sunbit, Cherry
- ✓Post-visit review requests and follow-up automations

Analytics That Drive Production Growth
From solo practices to DSOs, UpDental's reporting gives you instant visibility into production, collections, AR aging, and provider performance.
- ✓DSO dashboard: multi-location roll-up in real time
- ✓AR aging buckets with AI-powered collection forecasting
- ✓Production vs goal tracking by provider, operatory, and month
- ✓New patient source attribution — know what marketing works
- ✓Cancellation and no-show rate trends with root cause analysis
- ✓One-click executive report for owners and consultants

Open Platform. HIPAA-Compliant. API-First.
UpDental is built on a modern API-first architecture with a PMS bridge that connects to Dentrix, Eaglesoft, and Carestack for zero-disruption migration.
- ✓REST + webhook API for EHR/lab integrations
- ✓PMS bridge: bidirectional sync with major legacy systems
- ✓HIPAA Business Associate Agreement included
- ✓SOC 2 Type II certified infrastructure
- ✓DICOM imaging support for X-rays and CBCTs
- ✓Role-based access control with full audit log

And Dozens More Features Included
Every UpDental subscription includes these advanced capabilities at no extra cost — features competitors charge separately for or don't offer at all.
Benefit Optimizer
AI surfaces unspent insurance benefits before the plan year resets — turning uncaptured coverage into scheduled appointments.
RCM Autopilot
Fully autonomous revenue cycle: eligibility → claim submission → ERA posting → denial appeals, without touching a single form.
Claim Scrubber
Pre-submission validation against carrier-specific rules catches rejections before they happen, saving weeks of rework.
Practice Benchmarking
Compare your production, collections, AR aging, and provider productivity to peer practices in real time.
Reputation Management
Automated post-visit review requests, AI-generated responses, and multi-platform monitoring — Google, Yelp, Healthgrades.
Loyalty & Referral Programs
Points systems, referral rewards, and member-only benefits that drive retention and organic growth from existing patients.
Care Flow Automation
Multi-step clinical pathways for implants, perio management, and ortho cases — triggered automatically by chart events.
Lead Management
Capture, score, and convert new patient leads from web forms, phone calls, and referrals with full attribution tracking.
PMS Data Migration
Import your full patient history from Dentrix, Eaglesoft, or any other system — patients, charts, ledgers, and images.
See Every Feature Live in 30 Minutes
Book a personalized demo with a dental technology specialist. No pushy sales — just an honest look at what UpDental can do for your practice.