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Operations software for multi-office dental groupsYour PMS runs the chart.DailyOps runs the practice.

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● Built inside a working 3-office group
New Meet Emma, the AI receptionist who answers every call and text

Meet Emma · AI receptionist

Every call answered. Every text answered. Booked straight into your schedule.

Emma answers your office lines and patient texts in English and Spanish, day and night. She checks who she's talking to, finds real openings and books, moves or cancels the visit in your PMS while the patient is still on the line.

On the phone

  • Answers every office line, after hours and on weekends
  • Verifies the patient by name and date of birth before anything else
  • Books, reschedules and cancels with live openings, following your booking rules
  • New patients set up with your screening questions; whole families booked back to back
  • Emergencies: safety guidance first, then your on-call team is alerted by text and email
  • Transfers billing, insurance and records calls to your team, or takes a message
  • Missed a call? The patient gets a text back with your booking link

By text

  • Books, reschedules and cancels by text, just like on the phone
  • Insurance card photos go straight to your verification list and into the patient's chart
  • Picks up when the office is closed or the front desk is busy
  • Steps back the moment someone on your team replies
  • Opt-outs respected automatically
More about Emma, the AI dental receptionist
Emma, the DailyOps AI dental receptionist, wearing a headset
EmmaAI receptionist · Phone & text · English & EspañolOn 24/7
Incoming call · Lakeview Dental9:42 PM

EmmaThanks for calling Lakeview Dental, this is Emma. How can I help you today?

CallerHi, I need cleanings for my two kids. Anything after school?

EmmaHappy to help. Can I have your full name and date of birth?

CallerMaria Lopez, March 3rd, 1986.

EmmaThanks, Maria. I have Thursday at 4:30 and 5:00, back to back. Would that work for Sofia and Mateo?

CallerPerfect.

EmmaYou're all set: Sofia Thursday at 4:30, Mateo at 5:00. We'll text you a reminder.

✓ Verified by name + date of birth ✓ 2 cleanings booked in your PMS ✓ Recording, transcript and summary saved
Every conversation on fileRecordings, transcripts and exactly what Emma did in the schedule, for every call and text.
Messages that get handledEach office manager gets a 7 AM email with open messages and emergencies to call back.
You set the rulesVoice and texting switches for each office, plus her greeting, hours, holidays and the visits she can book.
Safe by designNo clinical advice, no balances read aloud, and handled under HIPAA business associate agreements.

At our own 3-office group, Emma replaced the answering service we paid for every month. She also covers for our staff when they are with patients and can't answer the phones.

The platform

Start with the Core. Add what you need.

Fewer vendors, fewer logins, one platform your whole team runs on. Pick one module, pick two, or pick them all.

Included in every plan

Core

The daily operations every office runs on, rebuilt as live forms. Paper and Google Drive, retired.

  • Home Dashboard
  • Front checklists, nightly balance and the daily report
  • Insurance: claims not sent, procedures not billed, outstanding claims, verifications
  • EOBs and insurance posting: scanned checks and EOBs read and matched to deposits, with a shared workspace for your third-party biller
  • Clinical checklists, supplies, equipment tracking and lab invoices
  • Automated Google review responder
  • Office directories and references
  • Every office in one login, with role-based access and an audit log

Add-on module

Treatment Planning & Recall

Built for: Treatment coordinators and doctors

Case acceptance from presentation to signed, paid and scheduled, and every overdue patient back in the chair.

  • Plans built from your PMS with insurance estimates
  • Signed on the iPad or by email link
  • Deposits collected at signing
  • Automatic follow-up for unscheduled plans
  • TC monthly report and doctor questions
  • Recall list with automatic recall texts and emails

Add-on module

Patient Experience

Built for: Front desk

Everything the patient touches, without a second vendor.

  • Patient forms and paperless check-in
  • Online scheduling
  • Two-way and mass texting
  • Email blasts
  • Appointment confirmations and calendar links
  • Review surveys and Google reviews

Add-on module

Patient Billing

Built for: Billing team

The money that slips through the cracks, found and followed up.

  • Take Payment and pay links
  • Patient billing and collections
  • Automatic texts and emails to collect patient balances
  • A/R reporting

Add-on module

Team & Payroll

Built for: Office manager

From clock-in to paycheck without a spreadsheet.

  • Time clock, timesheets and payroll-ready hours
  • Staff scheduling and time-off requests
  • Onboarding, PTO, raises and credentials
  • DOC University training

Add-on module

Owner Insights

Built for: Owners and partners

Every office's numbers, every morning.

  • Scoreboard for every office
  • Doctor and hygienist insights and Financial Performance
  • Doctor production and associate scorecards
  • Bookkeeping and card reconciliation

Add-on module

Emma, AI Receptionist

Built for: Front desk, after hours

Every call and text answered, in English and Spanish. Meet Emma

  • Books, reschedules and cancels in your PMS
  • Two-way AI texting
  • Emergency alerts to your on-call team
  • Recordings, transcripts and a morning messages email
See every feature

Front desk

Daily operations

The paper sheets your front desk runs on, rebuilt as live forms.

  • Front Checklist and Nightly Balance
  • Card payments posted to your PMS
  • Refunds, transfers and pay links
  • Treatment Coordinator daily sheet
Dental front desk software

Revenue cycle

Insurance and claims

Money that slips through the cracks gets found every night.

  • Claims Not Sent and Procedures Not Billed
  • Outstanding claims and verifications
  • Insurance deposit reconciliation
  • A workspace for outside billing teams
Insurance verification and claims

Owner and finance

The numbers that matter

Production against goal for every office, every morning.

  • Home scoreboard with all-office rollup
  • Doctor production and pay tracking
  • Associate scorecards with AI commentary
  • Bookkeeping and Stripe reconciliation

People and payroll

Time, schedules, HR

From offer letter to paycheck without a spreadsheet.

  • Verified time clock and timesheets
  • Payroll-ready hours, submitted for you
  • Onboarding with W-4, I-9 and W-9
  • PTO, raises, credentials and reviews
Time clock and payroll

DOC Insights

Every office's numbers, every morning

Analytics built from your Open Dental data, copied over every night with three years of history.

  • Performance Board: production, collections, collection rate, write-offs and AR over 90 days against goal, for every office or one
  • Monthly goals for each office, set once
  • Morning Huddle: yesterday against goal, today's chairs, unconfirmed patients and wins to go after
  • Opportunities: treatment planned but not booked, and patients overdue for hygiene
  • Report library to sort, filter, chart, save, share and export to Excel or PDF
  • "Worth a look" flags when an office's numbers slip
Built on Open Dental

Scheduling

The right people in every chair

Staff schedules built around the patients already booked.

  • AI-drafted staff schedules from your PMS
  • Schedule change and time-off requests
  • Holidays and closed days for every office
  • Reschedule lists when an office has to close

Patient forms

Paperless check-in

Intake and consents signed before the patient sits down.

  • Intake on the office iPad or by link
  • English and Spanish versions
  • Consent forms with e-signature
  • Treatment plans signed by the patient

Patients

Communication

The patient tools you'd otherwise pay a second vendor for.

  • Two-way texting inbox
  • Mass texting with quiet hours
  • Review surveys and Google reviews
  • Recall and balance cadences

Patient billing

Balances that get paid

Every PMS balance followed up until it's collected.

  • Text and email statements on a schedule
  • Itemized bill with a Pay now button
  • Waits on open claims, plans and visits
  • Payments written back to your PMS
  • Collections list at 120 days

Treatment planning and recall

Patients back in the chair

Unscheduled treatment and overdue recall, worked until booked.

  • Plans built from PMS insurance estimates
  • Signed and paid on the iPad or by link
  • Follow-up emails for unscheduled plans
  • Live recall list, calls logged to the chart
  • Automatic recall emails and texts
Recall and treatment planning

Clinical

Chairside follow-through

The clinical loose ends that cost money when they slip.

  • Clinical Lead checklists and lab invoices
  • Incomplete notes tracking
  • Supplies and inventory
  • Equipment warranty tracking

Team

DOC University

Training and compliance that tracks itself.

  • Required and optional modules
  • Quizzes and signed attestations
  • Modules drafted with AI
  • Broadcasts and celebration cards

Platform

Security and control

Built so a group can trust it with every office.

  • Role-based access in the database
  • Audit log and patient-data access log
  • "View as" any team member
  • Health monitoring for every job
See DailyOps as

The gap nobody filled

The patient side got software. The office never did.

Most offices run on a patchwork: one vendor for texting, another for forms, a spreadsheet for payroll, a binder for training and the rest in the office manager's head.

DailyOps replaces the patchwork with one platform. Connected to your PMS, always up to date, with a clear to-do list for every role.

What are you still printing? What are you still using Google Drive for?

It's time to streamline your business, hold your staff accountable and work efficiently.

What you use nowWhat runs it in DailyOps
Front desk opening clipboard→Front Checklist + PDF day report
Nightly balance spreadsheet→Nightly Balance, posted to the owner
Wall punch clock→QR, NFC and Wi-Fi verified time clock
Payroll spreadsheet on Sunday night→Ready for Payroll, auto-submitted
The training binder→DOC University with quizzes and sign-offs
"Did anyone send that claim?"→Claims Not Sent, found nightly
Monthly OM report in Word→Scorecards with AI commentary
Recall list printed on Monday→Recall cadence that texts and emails itself

Built for groups

Built in a 3‑office group. Ready for fifty or more.

Single-office tools break when you add a location. DailyOps was built to run a 3-office group in Columbus, Ohio, from day one.

One login, every officeOwners roll up all locations. Staff see only their own office.
Staff who float between officesA hygienist covering another office clocks in and works there for the day.
Security the database enforcesNine roles, with every look at patient data logged.
Health monitoring for every jobEvery sync and automation is watched, with alerts when one fails.
Software for multi-location dental groups

Trust & compliance

Patient data, locked down from day one.

DailyOps holds the same patient information your PMS does, so we built it to the same standard. Here is what protects it.

  • HIPAABAA signed with every group
  • US-hostedData centers in Ohio
  • AES-256Encrypted at rest
  • TLSEncrypted in transit

HIPAA and BAAs

We sign a Business Associate Agreement with every group, and hold a BAA with every vendor that touches patient data.

Encrypted everywhere

AES-256 encryption at rest and TLS in transit. Passwords and keys for your integrations are kept in an encrypted vault.

The right people, the right data

Nine roles, enforced by the database itself. Staff see only their offices and the work their job needs. Two-factor sign-in and single sign-on keep accounts locked down.

A full audit trail

Every change is logged, and every look at patient data is recorded in an access log. Owners can view the app as any team member.

Your data stays yours

Never sold, never shared for marketing, and never used to train AI models.

Backed up and watched

Daily backups, plus monitoring on every sync and automation, with alerts the moment something stops.

Payments without the risk

Card payments run on Stripe, which is PCI DSS Level 1 certified. Card numbers go straight to Stripe and never touch DailyOps.

A trained team

HIPAA training and signed attestations for every staff member, tracked in DOC University.

Need our BAA, a security overview or our vendor list for your compliance file? Ask us

Built by operators

Every feature started as a request from the front line.

Where it was built

A 3-office general dentistry and orthodontics group in Columbus, Ohio. DailyOps runs all three offices every day.

2,000improvements shipped since August, mostly requested by front-line staff
120+automations running behind the scenes
~45scheduled jobs that run overnight and through the day
9roles, each with a view built for their job

Founding Groups · 2026–27 cohort

25 groups get in first, and help decide what comes next.

We're opening DailyOps to a small cohort of multi-office practices. Founding Groups get our full attention while we grow, and the price they join at doesn't go up.

25 seats in this cohort
Apply for a seat
  • Pricing locked for lifeYour per-office rate never goes up while you stay.
  • A direct line to the buildersYour requests go straight to the people writing the code.
  • A vote on the roadmapFounding Groups rank what we build each quarter, including which PMS we connect next.
  • White-glove setupWe connect your PMS, load your team and set up each office with you.

Book a demo

See your own offices in DailyOps.

A 30-minute walkthrough with someone who has run a dental office, using a demo practice set up like yours.

  • 10 MINYour owner view: every office's numbers on one screen
  • 10 MINA day for your front desk, managers and clinical team
  • 10 MINSetup, pricing and the Founding Groups cohort

Tell us your PMS and we'll confirm the fit.

We reply within one business day to set a time. No mailing lists.