Marketing ops
- Meta and Google Ads, with video from your real doctors and patients
- Your website, SEO, and AEO for Google and AI assistants
- Google Business Profile and reviews
- Funnels and conversion pages for each offer
Agentic RevOps for DSOs
Fill every chair. Prove every patient.
CareRM is the revenue operations layer for dental support organizations. AI agents and a senior team read every practice's pipeline from first inquiry to booked chair and tell you what to change next. If you have a marketing team, we extend it across every location. If you don't, we are it.
You get a report every month. You still don't know what to do.
Every vendor sends numbers. Spend, impressions, leads, cost per lead. None of it tells you why one location fills its schedule and another one two towns over cannot, or where next month's budget should go. The report shows up and the decision is still yours to guess at.
Numbers, not decisions.
Nobody owns the answer.
Existing patient demanddental implants near me
1active search
Practice A$18
Practice B$24
Practice C$31
Your practice$42
4practices bidding
1patient searching
$24 more0 more demand
Somebody owns marketing. Nobody owns the path.
Every month someone should sit with your numbers and ask why one location converts and another does not, then move budget toward whatever is filling the schedule.
Answering that means pulling from the ad accounts, the phone lines, the website and every practice management system in the group. Inside the 50+ practice group we work in, that was seven different systems and no single view. The question gets asked. It rarely gets answered.
That is the job we take. Every month we bring back what worked at which practice and what to change next. Then we make the change.
Built inside a working dental group.
Not a lab, not a deck. Dozens of locations, seven practice management systems, and no single view of what marketing produced.
Revenue cycle management collects on the visit.
Care RM fills it.
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Bright Direction DentalMulti-location dental service organization
Four vendors answer for four pieces. We answer for the whole path.
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Know the value
Before we spend a dollar, we work out what a new patient is worth to each location: case value, lifetime value, capacity, and what a booked consult can afford to cost. If those numbers do not exist yet, we build them with you.
ValueDemandResponseChairRevenue -
Create demand
Meta video built from your real doctors, patients, and team. Google Ads where search intent earns it. A website, SEO, and AEO that make you the answer in Google and AI assistants, plus Google Business Profile and reviews, so the patient who looks you up finds a practice worth trusting.
ValueDemandResponseChairRevenue -
Answer every inquiry
Every call from your ads, website, and Google Business Profile is tracked and recorded, so you can hear which new-patient calls did not book. Forms and texts get a fast, consistent reply. A lead nobody answers is spend with no return.
ValueDemandResponseChairRevenue -
Fill the chair
Focused funnels turn interest into scheduled consults, with confirmation and follow-up so booked patients arrive. Your team receives each booking with its source attached, ready for your insurance and payment steps.
ValueDemandResponseChairRevenue -
Trace the revenue
The standard is ad dollar to collected case. Today every lead, call, and booking is tied to its source. Next, a PMS connection carries each one through to shows, accepted treatment, and collections. We use what your systems already know; we do not check eligibility or file claims.
ValueDemandResponseChairRevenue
Start with a few practices. Set the baseline, prove the cycle there, then carry what works to the rest.
Show me the proofMarketing on one side. Your revenue cycle on the other.
Most groups run them as separate worlds. The agency optimizes leads. The front desk handles scheduling, insurance, and payment. Nobody owns the handoff between them, and that is where new-patient revenue leaks. CareRM owns it.
The handoff
- Every call tracked and recorded, every form answered
- Consults booked, confirmed, and followed up
- Each booking delivered with its source attached
- Reconciled against appointments and accepted care
Front-end revenue cycle
- Scheduling in your PMS
- Insurance and eligibility
- Treatment estimates
- Payment at the visit
We read what your PMS and revenue-cycle tools already know. We do not check eligibility, build estimates, or file claims. See each stage and what comes next
What you can see today.
Not a roadmap slide. These run on CareRM engagements now, so a missed call or an unbooked consult becomes a fix, not an argument between the agency and the front desk.
Every inquiry has a next step
Ad, website, funnel, response, and scheduling run as one accountable path.
Hear every new-patient call
Calls from ads, your website, and Google Business Profile are tracked and recorded, so you can see which ones did not book.
Know what each source booked
Forms, calls, and bookings are tied to the ad, page, or profile that produced them. Clicks are an input, not the result.
31.5× average web-traffic growth.
Measured across the two practices we piloted inside Bright Direction Dental, a 50+ practice dental service organization now scaling the engagement to more practices.
Web traffic is the first number that moved. It is not a claim of patient, production or revenue growth. Call and booking tracking is how we measure those next.
Bright Direction DentalMulti-location dental service organization
One fee per practice. Nothing billed on the side.
Each practice sits on one of four plans and can move between them as its goals change. A practice that only needs a secure website does not pay for a growth program.
- Tier 1Host
- HIPAA-compliant hosting, maintenance, and secure patient forms.
- Tier 2Presence
- Host, plus local SEO, AI-search readiness, website updates within one business day, and light search and social ads.
- Tier 3Growth
- Presence, plus email and CRM sequences, past-patient reactivation, call tracking with recordings, and social posting.
- Tier 4Accelerate
- Growth, plus Meta video ads built from on-site shoots, with the creative refreshed every month.
- Ad spend passes through at cost, never marked up. Call tracking is part of the platform.
- Start on 12 months of Host or 3 months of any other plan and the website build or redesign is free.
- One dashboard for every practice, a weekly executive review, and a monthly call with each practice are part of every engagement.
You own what we build.
Changing partners should not cost you your history. You keep the vendor relationships, the data, and the reporting. Nothing here is built to make us hard to leave, and it is in writing before any engagement starts.
- Ad accounts
- Meta and Google accounts stay in your name. We are added as partners.
- Creative and footage
- Yours. We keep the right to show the work in our portfolio.
- Website and landing pages
- Built into your site, under your domain.
- Call tracking and recordings
- Built into CareRM, alongside your ads, forms, and bookings.
- CRM and lead data
- Exportable on request and if we part ways.
- PMS connection
- You authorize it, and you can revoke it at any time.
- Reports and attribution history
- Exportable as CSV or PDF when we part ways.
What is a new patient worth to you?
Bring us a few practices, a treatment, or a growth goal. If the value of a new patient is not on hand, that is the first thing we work out together.
Show me the proof↗