CareRM
For dental groups tired of agency theater

A winning-ad engine for your practice. Always testing, never set-and-forget.

CareRM is the embedded growth function for multi-location dental. Real-patient and AI-generated ads built for Meta, with engineering-grade integration into your PMS and PHI-safe ad tech. We own the new-patient number, and we kill the duplicate vendor line items along the way.

PMS-nativeServer-side trackingNo markup on ad spendCybersecurity-led90-day pilot

Working with

Bright Direction Dental logo

Bright Direction Dental

Multi-location DSO · 40+ practices · Denticon + Dentrix

New Smile Columbus logo

New Smile Columbus

Dental implant studio · Hilliard / Columbus, OH

Same pitch, different slides. Then nothing changes.

You’ve hired three agencies. Fired three. The next one is selling the same deck with new branding. The deliverable model breaks at scale, and most of them don’t even know what’s broken in your stack.

All agencies sound the same

Generic creative. Google Ads they didn’t make. A monthly PDF nobody reads. No idea which ad brought which patient.

Leads arrive by email, not into your PMS

Most agencies email a CSV or PDF to your front desk. The team re-types it into Denticon, Dentrix, or Open Dental by hand. Errors compound. Response times collapse. And patient data sits in inboxes and spreadsheets. That’s a PHI exposure your compliance officer would lose sleep over if they knew.

Set-it-and-forget-it

They say they’ll deliver. They don’t. You realize it 90 days in when the monthly report still has the same three screenshots.

Hidden tracking-pixel liability

Meta Pixel and GA can capture PHI in URLs, form fields, and event payloads. There are active class actions over this exact failure. Your current agency probably can’t tell you whether you’re exposed. We can. That’s why we wrote the audit.

$1.5–3.8K

per practice per month in redundant SaaS hiding in your stack.

30%

of your PMS gets used. Outside vendors charge you for the rest.

Why CareRM

Not another agency. Storytelling that fills the schedule, engineering that proves it.

Real patients, real procedures, on-site

New patients in the door and a schedule that stays full starts with creative people actually believe. We shoot on location: real patient stories, real procedures, professionally edited. The front of your funnel is our half, and it is never stock footage and never AI slop.

~78%
trust real patients on camera over AI-generated video
22x
more memorable when it is a story, not a fact

Animoto, 2025 · Aaker, Stanford

Engineering and cybersecurity DNA

Our founder ran AppSec for NetJets. 14TB of security telemetry a month, hundreds of engineers and analysts mentored. We know the systems your agency is faking competence on.

14TB
security telemetry a month, audited in production
86%
conversion lift video on a landing page can drive

Genesys Growth, 2026

Human-led, AI-amplified

We film real patients on-site. AI never generates from scratch, it tests and multiplies what we already shot. LoreKit turns that footage into 10 to 100+ tested ad variants a week. Iteration speed no agency matches, on raw material no agency can fake.

48%
trust human-plus-AI ads, vs only 13% for fully AI

Smartly, 2025

We sit in your weekly working sessions and own the new-patient number. We surface the vendor spend duplicating your PMS; you approve what stays and what goes, and we execute. The wins are yours. The misses are ours to fix.

Four phases. Ninety days. One scoped portfolio of practices.

The pilot is the engagement. We run it across two or three practices first, prove the lift, then expand to the rest of the portfolio.

  1. Audit

    We map your PMS configuration, vendor stack, tracking-pixel exposure, and attribution gaps. We also audit the creative running now: which ads convert, what brand and patient footage you already own, and the state of your social presence. You get a written blueprint of what’s working, what’s redundant, and where PHI is leaking.

  2. Enablement

    We turn on the PMS modules you’re already paying for (reactivation, scheduling, review routing, reporting), and we start production. An on-site shoot with real patients and real procedures, professional editing, and the first conversion campaigns built and ready to launch.

  3. Consolidation

    We map the agencies and SaaS line items duplicating what your PMS already does and show you the redundant spend. You approve what stays and what goes. We execute the cuts and absorb the work.

  4. Execution and proof

    We run the funnel end-to-end. Real-patient video, multiplied by LoreKit into 10 to 100+ tested variants a week, into Meta. Server-side attribution traces every booked consult back to the ad that produced it. Weekly working sessions with your team. If the lift is there, we scale to the rest of the portfolio.

Phase one is the audit, and it’s free. You walk away with the blueprint whether or not we go further.

Reserve your free audit

This is what new-patient acquisition looks like when engineers build it.

Illustrative examples of the live product. Real screenshots from the Bright Direction Dental pilot replace these the moment it goes live.

Illustrative
New4
Margaret Chen
Implant inquiry · Meta video
Consult booked2
Robert Alvarez
Aligners · LoreKit V3 hook
Procedure attributed3
Eleanor Park
Implant · $4,200 · ad #LK-08

An implant inquiry lands in your PMS the moment it converts. No CSV. No re-typing. No PHI in someone’s inbox.

Illustrative
Hi, I called about an implant consult but nobody picked up.
Linda · 6:47 PM
Sorry we missed you, Linda. I can have someone call back in 10 minutes or book the consult right now. Which works?
CareRM · 6:47:04 PM
Consent · quiet hours ok

Missed call gets a text in 4 seconds. Consent and quiet hours confirmed in the same step.

Illustrative
Meta CAPI
PMS
ad #LK-08 → consult #34921
case_value: $4,200
payload: hashed, scrubbed
attributed

Every booked consult traces back to the ad that produced it. Server-side. PHI scrubbed before pixel fire.

The creative that gets a patient to schedule their visit.

New patients and a full schedule start at the top of the funnel, and that is our half. We don’t license stock and we don’t fabricate patients.

Our in-house videographer shoots on location: real patients telling real stories, real procedures, color-graded and cut by someone who does this for a living. Then LoreKit multiplies that footage, it never generates it, into the tested variants that find what converts. Real raw material, AI velocity.

Patient storiesProcedure b-rollProvider introsBefore & afterOffice tours
Production pipeline · one shootin-house
On-site shoot
Real patients, real procedures
Professional edit
Color-graded, cut to convert
LoreKit multiply
10 to 100+ variants a week
Into Meta
Scripted per procedure

Most dental agencies will get their clients sued before they realize what they broke.

Patient data leaks through tracking pixels. CSV email handoffs are a HIPAA audit nightmare. Server-side tracking, hashed identifiers, BAA-covered vendors, and a tamper-evident audit log aren’t a checklist for us. They’re the architecture.

Server-side Meta CAPIBAA-backed vendorsPHI scrubbed before pixel fireTamper-evident audit log
Audit chain · one PMS writeverified
lead.captured
01HX…a4f3
phi.scrub
01HX…b9c1
pms.write
01HX…d7e0
audit.commit
01HX…f2a1

Is CareRM right for your group?

Built for multi-location dental groups on Denticon, Dentrix, Open Dental, CareStack, or Eaglesoft. DSOs and PE-backed platforms tired of inheriting an agency contract at every acquisition. Operators who want a marketing function, not a vendor list.

Solo practices under $80K/mo collections, not yet. We don’t replace your PMS. We don’t do scheduling, billing, or back office. If you need an agency you can hire and forget, we’re the wrong call. We’ll tell you so.

PMS’s, ad platforms, and tools we run on

  • Denticon
  • Dentrix
  • Open Dental
  • CareStack
  • Eaglesoft
  • Meta
  • Instagram
  • TikTok
  • YouTube
  • Google Ads
  • Twilio
  • Postmark

See where your stack leaks money and where your creative loses patients.

Reserve your free audit