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Unified Dental Management Ecosystem

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UNIFIED DENTAL MANAGEMENT ECOSYSTEM

The UDM Ecosystem is the operational center connecting the dental practice, staff, call center, management team, and UDM support departments. The objective is to give the dentist greater visibility and control over the business without requiring the dentist to personally manage every administrative process.

UDM Call Centre

Technology alone does not manage a dental practice.
UDM combines technology with human operational support.
The UDM Call Center helps practices manage patient communication, follow-up, appointment requests, and other approved administrative workflows.
This creates a hybrid model:

AI + Human Support + Technology + Practice Team

Rather than replacing the dental office team, UDM is designed to give that team additional resources and support.
Call Center Management -The UDM dashboard tracks:
  • Patient Name, Phone Number, Email Address
  • Reason for visit
  • Appointment & Follow-up status
  • Communication notes
  • Assigned team member
  • Patient communication history
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This creates accountability and allows the practice to see what is happening with patient inquiries and follow-up promptly.

Clinic Management

Centralize day-to-day clinic operations, workflows, administrative processes, and management information.
End-of-Day (EOD) Reporting

Track important daily practice information

  • Production
  • Collections
  • Number of patients seen
  • Payment sources
  • Daily operational performance
This allows management and ownership to monitor practice performance across one or multiple locations.
Employee Management
Authorized management users can:
  • Add employees
  • Remove employees
  • Assign employees to clinics
  • Define roles
  • Assign responsibilities
  • Control appropriate system access

Patient Relationship Management (PRM) and Followup

A centralized PRM helps the practice track patients requiring additional communication or treatment follow-up.

Information may include:

Track important daily practice information

  • Patient name
  • Treatment information
  • Notes
  • Follow-up status
  • Assigned employee
  • Next action
The objective is to reduce patients being lost in the system because treatment or communication was never followed up.
Document Management
Authorized users can attach and organize operational documents such as:
  • Insurance EOBs
  • Practice documents
  • Administrative documents
  • Supporting records
  • Other authorized files

Lab Management

Track dental laboratory cases from the time they are sent until they are received and completed.
Information may include:

Track important daily practice information

  • Patient & Clinic Name
  • Laboratory
  • Case type
  • Date sent & Date received
  • Expected return date
  • Current status
The objective is to reduce lost cases, delayed cases, and unnecessary administrative follow-up.

Inventory Management

Monitor dental supplies and inventory within the practice with ease.

The system is designed to help:
  • Track supplies
  • Monitor inventory levels
  • Identify low-stock items
  • Create inventory alerts
  • Improve ordering efficiency
  • Reduce unnecessary or duplicate purchases
Future integrations may allow practices within the UDM network to benefit from coordinated purchasing and economies of scale.

Support Tickets

Practices can submit support requests directly to the appropriate UDM department. Support tickets can be categorized by department so the request reaches the correct team.
Examples may include:
  • General Operations
  • Account Receivable
  • Accounting
  • IT Support
  • Marketing
  • Website
  • Call Center
  • Software Support

This creates accountability and provides a centralized record of support requests and resolutions.

Task Management

Managers can create and assign tasks or roles within the system to employees and team members.

Tasks may include:
  • Assigned employee
  • Description
  • Due date
  • Priority
  • Department
  • Status
  • Completion tracking

This allows management to establish accountability without relying on scattered emails, text messages, or handwritten notes.

Training & Tutorials

The UDM platform will contain educational and training videos demonstrating how to use the system.

The tutorial library can expand over time to include:

This allows management to establish accountability without relying on scattered emails, text messages, or handwritten notes.

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