Front desk

Dental front desk software, from opening checklist to nightly balance

The paper sheets and spreadsheets your front desk runs on, rebuilt as live forms connected to your PMS, with a clear to-do list for every role.

Daily operations

Front ChecklistThe opening and closing checklist, with a PDF day report.
Nightly BalanceBalanced every night and posted to the owner.
Card paymentsPayments posted straight to your PMS, with refunds, transfers and pay links.
Treatment Coordinator sheetThe TC's daily sheet, live instead of on paper.

Patients

Paperless check-inPatient forms on the iPad or by link.
Two-way textingOne texting inbox for the office, plus mass texting with quiet hours.
ReviewsReview surveys and Google reviews, with an automated review responder.
Balances that get paidText and email statements with a Pay now button, written back to your PMS.

Most front desks run on a patchwork: one vendor for texting, another for forms, a spreadsheet for the nightly balance and a clipboard for opening. DailyOps puts it in one place, so the office manager can see what's done without walking up front.

Questions

Does DailyOps replace our separate texting vendor?

It can. Two-way texting, mass texting with quiet hours, review requests and text statements are part of DailyOps, so there's no second vendor to log into.

Are card payments posted to our PMS?

Yes. Card payments, refunds and transfers are posted straight to your PMS.

Can patients fill out forms before their visit?

Yes. Patients fill out forms on the iPad or by link, and they're saved to your PMS.

What is the Nightly Balance?

The end-of-day balance your front desk already does, as a live form that's posted to the owner every night.