Bright Direction Dental
Multi-location DSO · 40+ practices · Denticon + Dentrix
CareRMFor dental groups tired of agency theater
Every dental marketing agency brings their own system. We build on top of yours.
CareRM is the embedded growth function for multi-location dental. Engineering-grade integration into your PMS, PHI-safe ad tech, and creative iteration at a velocity no agency can match. 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
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.
35%+
of new patients lost to unanswered phones.
$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. An embedded marketing function with engineering DNA.
Real production, in-house
Our videographer specializes in dental. On-site shoots, patient stories, procedure b-roll, professional edits. Real craft, not stock footage and not AI slop.
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.
AI that amplifies the craft
LoreKit takes our production footage and ships 10 to 100+ tested ad variants per week. Iteration speed no agency matches, on raw material no agency can fake.
We sit in your weekly working sessions, own the new-patient number, and decide which of your existing vendors stay and which get cut. 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.
Audit
We map your PMS configuration, your current vendor stack, your tracking-pixel exposure, and your attribution gaps. You get a written blueprint of what’s working, what’s redundant, and where PHI is leaking.
Enablement
We turn on the PMS modules you’re already paying for. Patient reactivation, online scheduling, review routing, reporting. Stuff your team never had time to configure.
Consolidation
We retire the agencies and SaaS line items duplicating what your PMS already does. We keep the ones earning their fee. We absorb the work of the ones that aren’t.
Execution and proof
We run the funnel end-to-end. LoreKit creative into Meta. Server-side attribution back to revenue. Weekly working sessions with your team. If the lift is there, we scale to the rest of the portfolio.
This is what new-patient acquisition looks like when engineers build it.
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.
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.
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.
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
- TikTok
- YouTube
- Google Ads
- Twilio
- Postmark