Case studies
The software we've built, run, and grown.
Real dental software Webstrail has designed, built, and operated — across revenue cycle, platforms, analytics, AI, payments, and the rest of what dental companies run on. Here's a selection of the work.
One platform, one revenue view across a multi-location DSO
Aggregated RCM with automated insurance verification and ACH posting, plus a KPI dashboard across a 20–25 practice DSO running several different PMSs.
Read Case StudyAn enterprise RCM & payments platform for dental
Multi-tenant SaaS for payments, A/R automation, payment plans, analytics, and practice chaining — taken through SOC 2 and HIPAA certification.
Read Case StudyThe platform 800+ dental practices run on
Replaced fragile spreadsheets with a role-based platform for a national coaching firm — coach revenue, practice assessments, and KPI monitoring under one roof.
Read Case StudyA CRM that turned a decade of dental data into strategy
A shared spreadsheet became a multi-user CRM computing churn, customer lifetime value, and retention — analytics that reshaped how the business is run.
Read Case StudyThe software a dental membership plan runs on
Enrollment, billing, and a member portal for a dental membership and benefits plan — the operating system behind the subscription.
Read Case StudyAutomated eligibility verification across heterogeneous PMSs
Real-time insurance eligibility checks written straight back into each location's practice-management system — no more portal hopping at the front desk.
Read Case StudyClaims tracking + ERA/EOB reconciliation, automated
Claim status and amounts by patient and location, with automated payment posting reconciled to the general ledger.
Read Case StudyA multi-location KPI dashboard on a unified data warehouse
Production, collection, A/R, and new-patient metrics by location, provider, and carrier — drawn from 15+ practice-management systems into one warehouse.
Read Case StudyAI that drafts treatment plans and reads imaging
AI treatment-plan assistance and image processing built inside a dental product — turning clinical data into a faster, more consistent workflow.
Read Case StudyAI lead & churn analysis for a dental group
Models that flag at-risk patients and surface high-value leads from everyday practice data — so the team acts before patients drift.
Read Case StudyPatient payment plans & financing, built in
Installment plans and financing options embedded directly in the payment flow — more treatment accepted, less revenue left on the table.
Read Case StudyA patient front door: portal, scheduling & online payments
Booking, communication, and payments in one place — a patient experience people actually use, integrated with the practice's systems.
Read Case StudyA data-migration engine between practice-management systems
A custom engine to migrate and clean data across PMS vendors — moving a practice to a new system without downtime or lost history.
Read Case StudyA member portal & vendor catalog for a dental GPO
A group-purchasing portal with vendor catalogs and the data plumbing behind it — the platform a buying group runs its members on.
Read Case Study0→1: a dental-tech founder's MVP, shipped
Took a dental-tech idea to a real, usable product in months — no in-house engineering team required to get to market.
Read Case StudyReviews & reputation, automated for a dental brand
Automated review capture and reputation management across locations — turning happy patients into a steady stream of public proof.
Read Case StudyA dental-tech architecture & consulting engagement
Strategy, architecture, and integration guidance for a dental company — the technical direction to scale a product without rebuilding it later.
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