The CRM that knows a patient is not a prospect, and a cleaning is not a deal.
A dental practice runs patient intake, treatment plans, recall cadence, insurance verification, and new patient marketing in parallel. Strkr ships a CRM shaped around patient care journeys with HIPAA compliant AI drafting that respects the clinical context.
A general-purpose sales CRM treats a dental practice like a sales funnel with new patients at the top and recurring revenue at the bottom. A dental practice is not a funnel. The patient relationship is lifelong, treatment plans unfold over quarters, and recall cadence drives half the revenue. The pain points below are what Strkr hears on every dental practice intake call.
The patient is not a prospect
Patient care lifecycle breaks the deal pipeline.
A patient at a dental practice runs through intake, exam, treatment plan presentation, treatment delivery, maintenance, and recall. The lifecycle has clinical gates (exam done, treatment accepted, insurance verified) that are not sales stages. Strkr models patient as a first-class object with care lifecycle, chart record, treatment history, and recall cadence.
Treatment plan drop-off
Forty percent of treatment plans never get scheduled.
A dental practice presents a $4,800 crown and root canal plan to a patient on exam day. Forty percent of those plans never get scheduled for the actual treatment. The patient walks out, the plan sits in the practice management system, and nobody follows up. Strkr tracks treatment plan status as a workflow with automated follow-up at days 7, 14, 30, and 60 with Strkr AI drafted messages in the practice voice.
Recall cadence breaks down
Six-month recall slips to nine months.
A patient on six-month recall should get a reminder at month five with a scheduled appointment by month six. In most practices the recall cadence slips to nine or 11 months because the recall queue is a shared sheet nobody owns. Strkr runs recall as an automated workflow with reminders at the right cadence, Strkr AI drafted messages, and a weekly dashboard the practice coordinator reviews.
Insurance verification eats hours
Eight hours a week on insurance phone calls.
A front desk coordinator spends six to eight hours per week on insurance verification phone calls. Each call runs 11 to 24 minutes to verify eligibility, coverage, deductible, and remaining benefit. Strkr integrates with the clearinghouse (Change Healthcare, Availity) through the webhook spec and pulls the verification into the patient record automatically.
New patient marketing is scattered
Four acquisition channels, no attribution.
A dental practice runs Google Ads, Facebook Ads, referral partners, and local SEO. New patient acquisition cost per channel is a guess. Strkr captures source attribution on every new patient intake with the campaign ID, source, and referring provider. The practice can allocate marketing spend to the channels that actually convert to accepted treatment plans.
HIPAA constraints block AI
AI drafting that respects protected health information.
A dental practice holds PHI by definition. AI drafting that leaks clinical detail into patient communication risks HIPAA violation. Strkr delivers a HIPAA BAA on request and runs Strkr AI with retrieval scope strictly scoped to non-PHI fields for patient-facing drafts. The admin can tune scope per workflow type.
The dental practice schema
Objects shaped like dental care.
The default CRM schema does not map to dental care. Strkr ships a tunable dental practice schema with Patient, Appointment, Treatment Plan, Insurance Record, Recall Cadence, and Referring Provider as first-class objects. The practice owner can rename or extend anything.
Patient object
Chart ID, insurance, recall interval, treatment history.
A patient in Strkr carries chart ID (tied to the practice management system), insurance records (primary and secondary), recall interval (3, 6, or 12 month), treatment history, and family relationships (common for dental practices where multiple family members are patients). The schema drives the recall cadence and the family-level insurance coordination.
Appointment object
Type, provider, duration, operatory.
An appointment ties to the patient with type (new patient exam, cleaning, consult, crown prep, extraction, implant, emergency), assigned provider, duration, operatory, and status (scheduled, confirmed, completed, no-show, rescheduled). The schema drives the reminder cadence and the no-show follow-up workflow.
Treatment plan object
Scope, total value, patient portion, status.
A treatment plan ties to the patient and the exam. The plan carries scope (crown, root canal, implant, ortho, periodontal), total value, insurance portion, patient portion, and status (presented, accepted, in progress, completed, declined, lapsed). The lifecycle drives the automated follow-up cadence and the revenue forecasting view.
Insurance record
Carrier, group, member, verification status.
Each insurance record ties to the patient with carrier (Delta Dental, Cigna, Aetna, Humana, MetLife), group ID, member ID, coverage detail, deductible, remaining benefit, and verification status. The verification runs through the clearinghouse webhook spec and updates automatically ahead of each appointment.
Recall cadence
Interval, last visit, next due.
A recall cadence record ties to the patient with recall interval (3, 6, 9, or 12 month), last visit date, next due date, and reminder status. The reminder cadence (text at 30 days, email at 14 days, call at 7 days if unscheduled) runs automatically through Strkr Messaging and the Strkr email layer.
Referring provider
Source attribution and referral tracking.
A referring provider record tracks the source of new patient referrals: physician referrals, orthodontist referrals, patient referrals (family and friends), insurance network listings, Google Ads, Facebook Ads, local SEO. The attribution drives marketing spend allocation and referring provider relationship management.
Strkr AI jobs for a dental practice
The AI drafts that respect clinical context.
A dental practice cannot ship AI-drafted patient communication that sounds clinical or leaks PHI. Strkr AI drafts in a warm practice voice with retrieval scope strictly scoped to non-PHI fields for patient-facing drafts. The practice coordinator reviews and sends.
Treatment plan follow-up
The friendly nudge at day 7, 14, 30, 60.
Strkr AI drafts the treatment plan follow-up message referencing the general treatment category (restorative work, orthodontic treatment, periodontal care) without leaking clinical specifics. The practice coordinator reviews and sends through Strkr Messaging SMS or email. Treatment plan acceptance rates climb 32 to 48 percent across the follow-up cadence.
Recall reminder
The six-month cleaning nudge.
Strkr AI drafts recall reminders at 30 days, 14 days, and 7 days before the recommended recall interval. The messages reference the general care category (cleaning, exam, checkup) in warm practice voice. The practice coordinator reviews a batch at the start of each week and sends through Strkr Messaging. Recall compliance climbs from 44 to 72 percent in the first six months.
Appointment confirmation
The 48-hour reminder with easy reschedule.
Strkr AI drafts appointment confirmations at 48 hours and 24 hours before the scheduled appointment with a one-tap reschedule link if the patient needs it. The confirmation reduces no-show rates from 11 percent to under 4 percent on practices that enable the full cadence.
New patient welcome
The post-booking welcome and intake form.
After a new patient books an appointment Strkr AI drafts the welcome email with the intake form link, the office location, parking information, and the first-visit expectations in warm practice voice. The welcome runs automatically on the booking workflow trigger.
Insurance verification note
The patient-facing explanation of coverage.
After insurance verification completes Strkr AI drafts the patient-facing explanation of coverage: estimated patient responsibility, remaining benefit, deductible status. The practice coordinator reviews and sends ahead of the appointment so the patient arrives with clarity on cost.
Post-visit follow-up
The 48-hour check-in on how the patient is feeling.
For patients who had major treatment (crown, extraction, implant) Strkr AI drafts the 48-hour follow-up message checking on how the patient is feeling with a one-tap option to escalate to the on-call provider. The follow-up builds trust and catches post-op issues early.
How Strkr handles the practice operations view
The dashboard a practice coordinator opens on Monday.
A dental practice coordinator does not need a sales pipeline. The coordinator needs new patient intake, recall queue status, treatment plan follow-up, and insurance verification status. Strkr ships a dental practice role template with the home screen configured.
New patient intake
This week new patient bookings with source.
The top of the home screen shows new patient bookings this week with source attribution (Google Ads, Facebook, referral, insurance network, website). The practice owner can see which marketing channel is actually driving new patients and allocate spend accordingly.
Recall queue
Patients due for recall in the next 30 days.
The recall queue shows patients due for recall in the next 30 days with the automated reminder status (sent, scheduled, unscheduled). A patient who received the reminder and has not scheduled gets flagged for a phone call. The coordinator works the flagged list weekly.
Treatment plan follow-up
Plans in week 1, 2, 4, and 8 of follow-up.
The treatment plan follow-up board shows presented plans in each follow-up stage with the next scheduled touch. The coordinator can see which plans are still active in the follow-up window and which have gone cold.
Insurance verification status
Appointments this week with verification state.
The insurance verification board shows every appointment this week with the verification status (verified, pending, failed, patient to confirm). The coordinator can resolve the pending and failed cases ahead of the appointment to avoid day-of surprises.
Treatment plan pipeline value
Dollar value in follow-up versus accepted.
The treatment plan pipeline value panel shows the dollar value of plans in follow-up versus accepted versus declined with the weekly trend. The practice owner can see whether follow-up effort is paying off and whether specific plan types (crowns versus implants versus ortho) have different conversion patterns.
Weekly reflection
What ran well, what fell behind.
Each Friday Strkr runs a weekly reflection prompt summarizing new patients added, recalls scheduled versus deferred, treatment plans accepted versus declined, and insurance verification backlog. The coordinator leaves the week with a clean handoff to Monday.
Head-to-head
Strkr vs Dentrix, Open Dental, or Eaglesoft practice management.
Most dental practices run Dentrix, Open Dental, or Eaglesoft for clinical charting, scheduling, and billing. Strkr is not a practice management replacement. Strkr is the patient communication, treatment plan follow-up, recall cadence, and new patient marketing layer that sits alongside.
Feature
Strkr
Practice management system alone
Clinical charting and billing
Not scope. Practice management system owns.
Full capability.
Patient communication automation
Full capability with Strkr Messaging.
Basic reminders only.
Treatment plan follow-up workflow
Automated at days 7, 14, 30, 60.
Manual.
Recall cadence automation
Multi-touch cadence with escalation.
Single reminder.
New patient marketing attribution
Full UTM capture to accepted plan.
None.
Insurance verification tie
Through clearinghouse webhook spec.
Manual phone verification.
Strkr AI drafted messaging
Full capability in practice voice.
None.
HIPAA compliance posture
BAA on business plan.
Varies by vendor.
How teams use Strkr
Five dental practice playbooks that ship on Strkr.
The playbooks below are what Strkr onboarding sees across dental practice deployments.
Pattern A
The three-chair solo practice in a suburban market.
A three-chair solo practice in a suburban Phoenix market ran Dentrix for clinical and a shared Google Sheet for recall tracking. Recall compliance sat at 44 percent. Strkr onboarding ran a 14-business-day migration layering recall automation, treatment plan follow-up, and new patient marketing attribution on top of Dentrix. Recall compliance climbed to 71 percent in six months. Treatment plan acceptance climbed from 60 to 78 percent.
Pattern B
The eight-chair group practice with two providers.
An eight-chair group practice with two providers and 11 staff ran Open Dental and a basic SMS reminder tool. Treatment plan follow-up was manual and lagged by two to three weeks. Strkr onboarding ran a 22-business-day migration configuring the full treatment plan follow-up cadence with Strkr AI drafted messages. Treatment plan pipeline value grew 180 percent as plans that would have gone cold now closed through the follow-up cadence.
Pattern C
The DSO with 24 locations across three states.
A DSO (dental service organization) with 24 locations ran Eaglesoft at every location and a central operations team at the headquarters. The central team wanted cross-location visibility on recall compliance, treatment acceptance, and insurance verification backlog. Strkr onboarding ran a 42-business-day migration configuring the central cockpit with per-location drilldown. Cross-location recall compliance variance dropped from 24 percent spread to under 8 percent.
Pattern D
The orthodontic specialty practice with 18-month treatment arcs.
An orthodontic specialty practice with 180 active patients ran 18-month treatment arcs with monthly check-ins. The scheduling cadence and communication cadence sat in the practice management system but the patient relationship management lived in email and texts. Strkr onboarding configured the orthodontic treatment arc as a long-running workflow with monthly check-in reminders, Strkr AI drafted progress updates, and parent communication for pediatric patients. Patient satisfaction scores climbed 24 percent in the first full year.
Pattern E
The oral surgery referral practice with inbound referrals.
An oral surgery practice took 90 percent of its new patients from referring general dentists. The referral tracking lived in a shared spreadsheet and the referral partners never saw a referral acknowledgment. Strkr onboarding configured the referring provider object with automated referral acknowledgment messages (both to the patient and to the referring dentist). The referring dentist satisfaction climbed and the referral volume grew 32 percent inside the first year.
Run your dental practice patient relationship on a CRM shaped for care.
Book a 30 minute call. We will walk through the dental practice schema, the recall cadence automation, and the treatment plan follow-up workflow with your actual practice setup and your actual recall intervals.
Does Strkr replace Dentrix, Open Dental, or Eaglesoft?
No. Strkr is not a dental practice management replacement. Dentrix, Open Dental, and Eaglesoft handle clinical charting, scheduling, operatory management, insurance claims, and billing. Strkr sits alongside and handles patient communication, treatment plan follow-up, recall cadence, new patient marketing attribution, and the practice coordinator operations view. The integration between Strkr and the practice management system runs through the webhook spec with HMAC signing. The typical setup pulls appointment data, patient demographics, and treatment plan data into Strkr while the clinical and billing data stays in the practice management system.
How does Strkr handle HIPAA for dental practice patient data?
Strkr is HIPAA compliant with a BAA available on the business plan on request. The AI calls run with retrieval scope strictly scoped to non-PHI fields for patient-facing drafts, which means Strkr AI drafted patient messages reference general treatment categories (restorative work, orthodontic treatment, periodontal care) without leaking clinical specifics. The audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant. Integration tokens live in AWS KMS. Platform credentials live in AWS Secrets Manager.
Can Strkr pull insurance verification data from Change Healthcare or Availity?
Yes. Strkr integrates with major dental clearinghouses (Change Healthcare, Availity, DentalXChange) through the standard webhook spec with HMAC signing. The verification data lands on the patient record automatically ahead of each appointment with coverage detail, deductible, and remaining benefit visible to the practice coordinator. The clearinghouse data flow replaces 6 to 8 hours per week of manual phone verification that most practices currently absorb at the front desk.
What does Strkr Messaging cost for a dental practice sending patient reminders?
Strkr Messaging prices SMS at 2 cents per segment and MMS at 5 cents per message. A typical three-chair solo practice sending 1,400 recall reminders and 600 appointment confirmations per month runs about $40 to $55 per month in messaging spend. A larger eight-chair group practice runs about $120 to $180 per month. The messaging platform includes A2P 10DLC brand and campaign registration, toll-free verification, STOP and HELP keyword enforcement, and per-contact consent tracking required for HIPAA messaging posture.
How does Strkr handle new patient marketing attribution for Google Ads, Facebook, and referrals?
Strkr captures UTM parameters on every new patient intake form with campaign ID, source, and medium. The campaign ID inherits to the patient record and the first treatment plan. The attribution report shows cost per new patient and cost per accepted treatment plan by channel. For referring provider attribution the practice records the referring provider on the intake form and Strkr tracks referral volume, acceptance rate, and lifetime value per referring provider. The practice can allocate marketing spend to the channels that actually drive accepted treatment plans.
What does Strkr cost compared to Weave, Solutionreach, or Lighthouse 360?
Strkr Pro runs $59 per seat per month flat. For a three-chair solo practice with 4 users on Pro that is $236 per month plus $49 for AI Enhancement, totaling $285 per month. Weave runs about $280 to $400 per month per office depending on tier. Solutionreach runs about $350 to $500 per month. Lighthouse 360 runs similar. The feature overlap on recall automation and appointment reminders runs 70 to 80 percent. Strkr adds the open API posture, the deeper custom-object schema, the Strkr AI drafted communication, and the treatment plan follow-up workflow that most dental-specific communication tools gate to premium tiers.
How does Strkr handle family-level insurance coordination and treatment planning?
Strkr models family relationships as a first-class association on the patient object. A single family can have four or five patients (parents and children) with distinct insurance records but shared household communication preferences. The practice coordinator can view all family members in a single household view with aggregate treatment pipeline value, aggregate insurance coverage, and shared recall scheduling. Communication can route to the household primary contact or to each individual patient as configured.
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