Know Your Practice
By the Numbers
Pronto Plus turns the cash flow, collections, production, patient flow and marketing data already inside your practice into one plain-language Business IQ report — then puts curated automations to work on what it finds, with your say-so.
- No credit card required
- Sandbox needs no account — synthetic data only
- First report in under an hour
Business IQ dashboard preview
Cash in
▲ 6.2%$186,400
AR over 60 days
▼ 11.4%$42,300
New patients
▲ 8.6%38
Chairs filled
▼ 1.1%84.5%
Money owed to you
$136,600 outstanding, by age
The 61+ day pool is $42,300 — a polite 3-touch sequence typically recovers ~40% at this age.
AR Collections Agent
3 sequences in motion · 0 exceptions
Recall follow-up
17 overdue recalls · ~$24k unscheduled
Business IQ delivery
Bi-weekly · 3 recipients
Every number that matters, explained.
Six views of the practice, refreshed from your live systems. Each tile carries a delta versus the prior period, a plain-language insight and a timestamp so you always know how fresh it is.
Cash flow, at a glance
Money in versus money out for the period, with a delta against the prior period and a one-line takeaway on what moved.
Collections & AR aging
Outstanding balances bucketed by age. Every number links to the action — start a collections sequence straight from the tile.
Production & profitability
Production by provider and collected-versus-produced, so you know which chair-hours actually turn into revenue.
Patient flow
New patients, recall compliance, no-show rate and the appointments that never got rebooked — the leaks that quietly cost the most.
Marketing ROI
Ad click → consult → accepted treatment, with cost per new patient by channel. Know whether Google or Meta is earning its keep.
Schedule health
Chairs filled, open chair-hours for the next two weeks, and the follow-ups that would close the gaps.
Three steps. No data entry.
Traditional CRMs died in this market because nobody at the front desk has time to type. Pronto Plus reads, reports and acts — you approve.
- 01
Connect what you already use
QuickBooks Online, your practice management system through a read-only bridge, Google and Meta ads, GA4 and your calendar. No new data entry — ever.
- 02
Read your Business IQ report
A recurring office-at-a-glance dashboard and report. Every metric carries a delta, a plain-language insight and a freshness timestamp.
- 03
Flip Manual to Automate
Pick from a short library of named office tasks. You authorize once; agents do the work and report back with a summary and only the exceptions that need you.
Built for the business side of clinical practices.
Most owners look at the numbers once a year with their accountant. Pronto Plus gives you a running, explained picture — and does the repeatable work you never get to.
~40%
of 61+ day receivables typically recovered by a polite 3-touch sequence
< 1 hr
of office time from sign-up to the first Business IQ report
0
patient-facing surprises — every outbound action is explicitly authorized
1 price
flat monthly subscription. No credits, no meters, no per-use math
Orthodontics
Aligner and bracket case margins by provider, consult-to-start conversion and contract receivables that actually get chased.
Specialized Dental
Hygiene recall compliance, unscheduled treatment value and AR aging, with QuickBooks and your PMS reconciled in one place.
A short list of named tasks, not a chat box.
Each one ships with a Manual / Automate toggle, a deterministic fallback for every step and an exception queue for anything that needs a human.
AR Collections Agent
ManualAutomateWorks your outstanding receivables ledger with a polite, compliant 3-touch sequence: SMS, then a courtesy call, then a statement email — over 10 business days.
Trigger: Invoice ≥ 30 days past due (configurable)
Invoice & Payment Reminders
ManualAutomatePre-delinquency nudges: a friendly SMS at day 7 and an email at day 14 on issued, unpaid invoices — so balances never age into collections.
Trigger: Invoice issued, still unpaid at 7 / 14 days
Business IQ Report Delivery
ManualAutomateGenerates and emails the Business IQ report on your cadence — the office-at-a-glance summary, every metric with a plain-language insight, delivered by email with a secure link.
Trigger: Calendar schedule (bi-weekly default, monthly option) · Included in Free
Recall & Unfulfilled-Appointment Follow-up
ManualAutomateReaches out to patients overdue for recall or who missed an appointment and never rebooked, with SMS and email nudges.
Trigger: Patient overdue for recall / missed appt, no rebooking within 7 days
Missed-Call Follow-back
ManualAutomateWhen an inbound call is missed and nobody calls back within a few hours, sends a friendly SMS: “We missed your call — want us to call back or book online?”
Trigger: Missed inbound call logged, no callback within 2 hours
Compliance & Renewal Reminders
ManualAutomateInternal email reminders for licenses, memberships, and equipment service dates — nothing patient-facing.
Trigger: Date-driven (configurable lead time)
Insurance Maximizer
ManualAutomateFinds patients with unused remaining benefits and plan years ending this year, then texts them — only after you authorize — that the window is open and the office wants them in.
Trigger: Remaining benefit unused, or plan year ends this calendar year
Hire
ManualAutomatePost the opening, review candidates, shortlist, and put interviews on the practice calendar — only after you authorize. Not an ATS.
Trigger: New applicants on the open posting, or a shortlist ready to schedule
Flat. Predictable. Pay and forget.
No credits, no per-use meters, no surprises. Messaging and model costs are absorbed into the subscription.
Free
$0forever
One automation, one connector. The monthly Business IQ email from QuickBooks or your PMS.
- Monthly Business IQ email
- QuickBooks or PMS connector
- One automation, forever
- Sandbox with synthetic data
Business IQ
$100/ month, flat
The full report and dashboard for practices that want to finally see the business side.
- Full Business IQ report + dashboard
- All connectors
- Bi-weekly cadence
- Multi-user with roles
- Secure, expiring share links
Pronto Plus
$500/ month, flat
Everything in Business IQ plus the curated automation library and a dedicated practice number.
- Everything in Business IQ
- AR Collections Agent
- Reminders, recall and follow-up agents
- Dedicated SMS / voice number
- Unlimited authorized sequences within fair use
Multi-location practices: per-location pricing with a group discount. Ask during onboarding.
Questions practices ask us first.
Is Pronto Plus a practice management system or a CRM?
No. It reads from the PMS, QuickBooks and ad accounts you already run and never asks your team to type data in. It is an internal intelligence layer with a short list of automations — not a replacement for any system of record.
Will it ever contact my patients without approval?
Never. Every outbound action — a text, a call, an email — is either launched with one click or switched on with a Manual / Automate toggle by someone in the office. Quiet hours and opt-outs are always honored, and every action lands in an append-only audit trail.
Which systems does it connect to?
QuickBooks Online, practice management systems through read-only bridges (OrthoTrac, Dolphin, Cloud 9, Open Dental, Dentrix, Eaglesoft and more), DentalXChange, Google Ads, Meta Ads, GA4 and Google Calendar. Messaging runs on Twilio and Resend.
Where is my data stored?
In Canada (ca-central-1) on Supabase, with row-level security per practice. Patients appear as initials in every agent message and the sandbox demo contains no PHI at all.
What happens when an automation hits something it can't handle?
Every workflow step has a deterministic fallback, and anything that needs human judgment is parked in the exception queue with the context attached. Nothing fails silently, and a single kill switch pauses every automation instantly.
How long does setup take?
Create an account, connect QuickBooks or your PMS and you have a first report in under an hour of office time. Real practices are onboarded white-glove with invites and per-practice roles.
See your practice clearly this month.
Start in the sandbox with synthetic data, or connect QuickBooks and your PMS and get a first Business IQ report in under an hour.
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