PMS + recordings · revenue capture & coaching

Stop watching treatment walk out the door.

Avenari joins every recorded visit to your practice management system — so the treatment you recommended but never scheduled becomes a prioritized worklist, gets booked, and shows up as real money your PMS marks paid. Then it coaches your team to win the next case.

See revenue capture
No new hardware Live in 1 week Measured against a control group
Trusted by independent dental practices across the country
…and a growing list of independent practices and group dental organizations.
Two engines, one platform

One thing in, two things out.

Avenari listens to the visit and reads your practice management system. From that single input, it runs two engines: it captures the revenue you're already leaving on the table, and it coaches your team to win more of the next one.

Engine 1

Revenue Command Center

Treatment you recommended but never scheduled becomes a prioritized worklist — booked through the channel each patient prefers, and counted only when your PMS marks it paid.

  • Recommendation-to-paid funnel with leak detection
  • Worklist with verbatim evidence from the visit
  • Control-group attribution — real money, not estimates
See revenue capture
Engine 2

Weekly Coaching & Analytics

Each week Avenari joins your recorded visits to real outcomes — telling you what's working, what to tighten, and the chairside plays that actually move acceptance in your practice.

  • Case acceptance joined to PMS dollars
  • Keep / tighten coaching with verified quotes
  • "What drives acceptance here" — tuned to your data
See weekly coaching

One visit, start to finish.

Every recorded visit flows through Avenari the same way — from the front desk, to the chair, to the chart, and back out as better care and captured revenue.

1

Register & consent

The patient checks in and gives a quick recording consent by text or email — keeping you on the right side of recording laws, with no friction.

front desk · today-view
2

Record the visit

Audio is captured in the operatory and securely transcribed — no new hardware, no change to how the team works.

in the chair · secure transcript
3

Post-visit summary

A warm, plain-English recap is generated from the transcript, approved by the provider, and sent to the patient — building the relationship between visits.

from the transcript · provider-approved
4

Patient communications

Two-way messaging threaded by visit, with multi-year history per patient. The summary lives right inside the conversation it belongs to.

SMS & email · per-visit threading
5

SOAP notes → PMS

The clinical note is auto-drafted from the transcript on a per-visit-type template and written straight back into your practice management system — no double entry.

transcript-drafted · writes into your PMS
6

Daily stand-up & weekly review

Visits roll up into a morning huddle and a weekly coaching review — what's working, what to tighten, and the patients arriving with open treatment today.

analytics · coaching cadence
7

Front-office outreach (CRM)

The Revenue Command Center hands the front desk a prioritized worklist — so unscheduled treatment gets booked and shows up as revenue your PMS marks paid.

worklist · capture the revenue
Engine 1 · Revenue Command Center

Every recommendation, followed from the chair to the bank.

Avenari tracks treatment from the moment it's said on a recording to the moment your PMS marks it paid. The dollars that fall out along the way become a prioritized worklist — and the money you recover is verified, not estimated.

💰 Revenue Capture · Brightwater Family Dental Schedule synced · 7 min ago
Revenue captured through Avenari · last 30 days
$48,200
Treatment that was recommended on a recording and would likely have walked — recovered and verified as produced in your PMS.
⚡ 11× what you pay for Avenari · measured against a group we didn't contact
23 patients reactivated
$9,400 no-show recovery
$14,100 overdue recall
$24,700 unscheduled tx
On the table right now
$61,400
38 patients have treatment planned in your PMS that was discussed on a recording but never got scheduled.
PMS real planned-procedure fees  +  Recording the moment it was discussed

Where treatment slips through the cracks — each red figure is money that didn't reach the next step.

Recommended on the recording Rec
$164k
72 cases
where it all starts
Added to the treatment plan PMS
$142k
61 cases
▼ 13% lost here
Scheduled PMS
$94k
43 cases
▼ 34% lost here
Showed up PMS
$80.6k
38 cases
▼ 14% lost here
Completed & paid PMS
$48.2k
25 cases
▼ 40% lost here
!
$61,400 of treatment was recommended and planned but never made it onto the schedule this period. That's the worklist below.

Today's revenue worklist — prioritized by dollars at stake × how the conversation ended. Every row leads with a clinical or care reason, never a sales pitch.

CM
Carlos Mendez Broken appointment High priority
Implant restoration · #19 · last seen Feb 14 (19 wks ago)
From the visit"We'll figure out the timing as we go" · at implant placement · Feb 14
ProcedureImplant restoration · #19
Treatment value$3,400
Best channel📞 Call
$3,400
if scheduled
LP
Linda Park Unscheduled treatment
Crown · #19 + night guard · last seen Apr 12 (10 wks ago)
From the visit"Let me check my schedule and get back to you" · treatment discussion · Apr 12
ProcedureCrown #19 + night guard
Treatment value$1,780
Best channel✉️ Email
$1,780
if scheduled
KB
Kayla Bennett Unscheduled treatment
Crown · #30 · last seen Mar 1 (16 wks ago)
From the visit"Yeah, let's get that scheduled" · treatment discussion · Mar 1
ProcedureCrown · #30
Treatment value$1,400
StatusTexted · self-booked
$1,400
booked
📅 Booked
Jun 12 · on your schedule
MH
Maria Herrera Unscheduled treatment
2 fillings + night guard · completed Jun 14
From the visit"Glad I came back in for this" · completed visit · Jun 14
Procedure2 fillings + night guard
Produced & paid$1,200
StatusReconciled in PMS
+$1,200
captured
✓ Captured
Paid & reconciled
Recording extracted from the visit transcript PMS pulled live from your practice management system Combined recording matched to the PMS record
We only count real money. A patient counts toward captured revenue only after they show up and the visit is paid in your PMS — never "estimated."

The control group, in plain terms. When a patient first becomes eligible for outreach, Avenari automatically holds back a small, random share (about 1 in 10) and leaves them alone. If the patients we contacted book more often than that untouched group, the difference is what Avenari actually caused — not what would have happened anyway. It's automatic, there's nothing for your team to set up, and you can exempt clinically urgent patients so no one's care is delayed. Credit only counts inside a 60-day window.
Engine 2 · Weekly Coaching & Analytics

Your coach is the software.

No consultant on retainer. Every week, Avenari reads your visits on its own, joins them to real outcomes in your PMS, and tells you exactly what's working — with verbatim quotes — and the one repeatable move that would close more cases.

📈 Weekly review · Dr. Daniel Hart · Brightwater Family Dental Week of Jun 8–10 · 13 visits

From chair to schedule — what you recommended out loud this week, and where it landed in your books.

Case acceptance
78%
of treatment you recommended this week
Recommended & scheduled
$14,200
you brought it up — and it got booked · 9 cases
Recommended, not scheduled
$6,400
discussed on the recordings — never booked · 4 cases
Left with a next visit
92%
of patients booked before leaving
PMS acceptance, dollars & rebooking from your records Recording the coaching read comes from the transcripts

What's working — and the one to tighten. Every quote is verbatim from the recordings, verified character-by-character.

KEEPKeep doing
Take the pressure off the patient
Across the week the patient — not the chair — set the pace. Victor was handed the aesthetic call entirely: mirror, natural light, and an explicit no-penalty offer to send the case back. Patients who own the decision leave as partners.
From the visit"There's no pressure at all. We can always send it back if there's something you want to modify further."Dr. Hart to Victor on the bridge aesthetics · June 8
TIGHTENThe one to tighten
Bring a cost & next-step beat into the big operative visits
On consults this is a strength. But on the high-value chairside visits the cost/next-step beat goes missing — Gary's three anterior crowns ran a long, warm visit with no mention of cost, insurance, or what happens next financially. This ties directly to the open balance above.
From the visit"Going to make your temporaries and then get you out of here, Gary."Dr. Hart closing the 3-crown prep without a cost beat · June 9

What drives acceptance here — mined from 243 of your visits joined to real plan outcomes.

Real lever · PMSThe doctor's chair is where high-value acceptance is won or lost
Routine and hygiene acceptance is already excellent. Nearly all the upside sits in the doctor's high-value restorative case presentation — closing even part of this 31-point gap is worth more than any other change available to the practice.
Dr. Hart · high-value restorative64%
Hygiene & associates · routine95%
Real lever · PMSWhere the unscheduled money actually sits
$2.48M in open treatment plans across 716 patients — and it isn't spread evenly. A few procedure types hold most of it, which is exactly where case presentation and follow-up should focus.
$797K
Crowns · 450 planned
$177K
Veneers
$128K
Implants
$128K
Adult ortho

The chairside plays that win high-value cases — tuned to your patients, sharpening as more visits come in.

Show the patient their own X-ray or photo let them see what you see before you recommend Do more of this
When you walk a patient through their own image, they say yes more often — they're deciding with you instead of being told. It costs nothing and works on every high-value case. Make it the first move before you present the plan.
Say the treatment fee out loud, in the chair price the recommended work, not just the exam Do more of this
The cases that walked rarely heard a number — only the exam or X-ray got priced, never the crown or the implant. Naming the fee while the patient is still in the chair removes the silent cost worry that becomes "let me think about it."
Offer financing the moment cost comes up membership, third-party, or in-house terms Start doing this
Financing almost never surfaces in your high-value visits — yet $2.48M sits in open plans, much of it stalled on cost. A simple "we have monthly options, want me to lay them out?" the moment price lands gives a hesitant patient a path to yes instead of a reason to wait.
Permission-to-defer language "no rush," "totally up to you," offering the cheap band-aid Watch out for this
When you verbally license the wait, the case tends to walk. It reads as kindness, but it quietly hands the patient a reason to delay work that shouldn't wait. Keep the warmth — just don't hand them the open door on needed treatment.
How these recommendations are made. Avenari learns what works in your practice by joining every recorded visit to its real plan outcome, then surfacing the moves that separate a yes from a case that walks. The plays are tuned to your patients and your procedures, and they sharpen automatically as more visits come in.
Results from pilot practices

Built to move the metrics that pay the lease.

A typical Avenari practice recovers tens of thousands in unscheduled treatment — and because every dollar is measured against a held-out control group, the ROI is what Avenari actually caused.

$48,200
captured in 30 days
verified produced & paid in the PMS
11×
ROI vs. subscription
measured against a control group
9 KPIs
across 3 tiers
revenue · retention · conversation
$61k
on the table right now
planned treatment, not yet scheduled

"The KPI dashboard finally answers the question I've been asking my consultants for ten years — what's the conversation in the chair actually doing for the practice? Now I can see it, by week, by hygienist."

WD
Owner-dentist
Wylie Dental Group

"The follow-up queue paid for the whole subscription in the first three weeks. We pulled thousands in unscheduled treatment out of the chart and into the chair without making a single cold call."

AF
Practice administrator
Adey Family Dentistry

"My hygienists asked us to keep Avenari before the trial was even over. The SOAP notes write themselves and the patient summaries are clearer than anything we used to hand out."

RDH
Lead hygienist
Independent group practice
How teams use it

Where your team runs the business.

Avenari isn't a report you skim — it's where the practice actually works. Each role opens it for the part of the day that's theirs, and the practice keeps moving without anyone chasing paper.

Front desk
💰Work the revenue worklist. See exactly who to follow up with and why — unscheduled treatment, overdue recall, broken appointments — then reach out and book them in a click.
Revenue Capture
Provider
Review & approve. Each patient's post-visit summary and SOAP note is drafted and waiting — read it, approve it, and it sends to the patient or files to the PMS.
Approvals
Every morning
☀️Run the daily huddle. A morning view of who's arriving today — and which of them have open treatment worth raising in the chair while they're in it.
Daily stand-up
Office manager
📊Open the weekly review. See what's working, the one thing to tighten, and exactly where dollars are slipping out of the schedule — on your own time, no meeting required.
Weekly review
Owner
📈Check the numbers. Revenue captured, patients retained, and the quality of the conversations in the chair — all in one dashboard. Click any number to drill into the visits behind it.
KPI Dashboard
Trust & security

Healthcare-grade security, by default.

We treat patient data like it's our own — because in healthcare, it has to be. Encryption in transit and at rest, role-based access, full audit trails, and a Business Associate Agreement signed before any data flows.

Read security overview
HIPAA-compliant
Administrative, physical, and technical safeguards across the platform.
AES-256 encryption
Patient data is encrypted both in transit (TLS 1.2+) and at rest.
Granular access
Role-based access, MFA, and full audit logs on every record viewed.
BAA ready
Business Associate Agreement signed before any data flows.
FAQ

Questions practices ask before signing.

Does Avenari replace my clinical notes?
No — we draft them. The clinician reviews and approves every SOAP note and patient summary before it goes anywhere. Avenari is an assistant, not an autopilot.
How does Avenari fit with our practice management software?
Avenari runs alongside your PMS via a lightweight web app on the operatory device, with weekly billing CSV imports for revenue attribution. Most practices go live in under a week with no front-desk workflow changes.
How is "Total Revenue Captured Through Avenari" calculated?
Only treatment that's completed and billed counts — never "estimated." We attribute revenue across four buckets — unscheduled treatment recovered, recall reactivation, same-day conversion lift, and Quick-Book captures — using a 60-day window from the prompting event to the chair. Methodology is documented and audit-able.
How do you know Avenari caused the booking — and not something that would've happened anyway?
A held-out control group. When a patient first becomes eligible for outreach, Avenari automatically leaves a small, random share (about 1 in 10) alone. If the patients we contacted book more often than that untouched group, the difference is what Avenari actually caused. It's automatic, requires no setup, and you can exempt clinically urgent patients so no one's care is ever delayed. That's why our ROI figures read "vs. a group we didn't contact."
Where is patient data stored?
In HIPAA-eligible AWS environments in the United States, encrypted at rest and in transit. We sign a BAA before any data flows and limit collection to what's needed for care.
What if a patient explicitly declines an outreach?
They're suppressed from outreach queues for 12 months — automatically. Patients are also suppressed for 60 days after any contact. A patient never appears in the follow-up queue without a clinical reason; this list is not a sales queue.
What does pricing look like?
Per-chair monthly pricing with volume discounts for DSOs and group practices. We design the subscription to come in at roughly 1/12 of the revenue we expect to capture — most practices see ROI inside the first quarter.

See Avenari running in your practice.

A 20-minute walkthrough with a real provider. We'll show you what the post-visit summary, the SOAP note, and the KPI dashboard look like for your operatories.

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