Dental practice management software · AI agent built in

The work gets done.
Not just written down.
From first call to paid claim.

Replace Dentrix, Open Dental, or Eaglesoft with one system for scheduling, charting, claims, and payments, plus an AI agent that does the follow-through.

iCoreOS / INTELLIGENCE, BUILT IN AI across the patient journey

One AI agent.
Every step.

AI handles the follow-through.
Your team sets the rules.
AI AGENT / 01

Ready before they arrive.

AI answers, books, and prepares the visit. Your team welcomes the patient.

AI HANDLESWith your practice’s settings
Incoming patient call
AI receptionistAnswer → book
✓Send forms
✓Verify insurance
✓Estimate copay
✓Follow up & confirm
Confirmed. Prepared. Ready.
Your team · handle exceptions and welcome the patient.
Scheduling · Charting · Treatment plans · Claims · Payments · RecallOne operating system, built around the patient.

New thinking.
Experienced hands.

450+dental practices on iCoreOS
5,000+dental practices across iCore’s products
Built by iCore

02 / Results

Measured in practices.
Not promised in a brochure.

Read from the practices’
own records.

+40–78%

treatment acceptance rate, by dollar value

Practices that moved from Eaglesoft, comparing their first weeks on iCoreOS with the same stretch of time before. At one practice, 26.8% became 47.9%.

61–74%

of insurance claims created automatically

Drafted from completed procedures, ready for the team to review and send.

52–66%

of patient messages sent automatically

Reminders, confirmations, and follow-ups sent by the practice’s own automations instead of typed by staff.

Measured from the records of iCoreOS practices that switched from another system, comparing equal periods before and after the switch where noted. Results vary by practice.

03 / Your PMS. And everything around it.

Everything your
practice runs on.

Replace your PMS and bring the work around it into iCoreOS—from the first call to the final payment.

Your core practice software, built in.No separate PMS required.

Scheduling · Charting · Treatment plans · Claims · Patient ledger · Reporting

Phone & AI reception

A first hello. A next step.

Inbound reception and outbound calling, connected to scheduling and patient context.

Digital intake & tablet kiosk

A smoother arrival.

Check-in, patient forms, and signatures on a tablet, connected to the practice workflow.

Mobile access

Keep the work close.

Mobile notes and dictation for supported workflows, with a home-screen web app experience.

Imaging workspace

The images belong with the patient.

Review radiographs and imaging exams alongside the patient record, with supported capture and AI imaging integrations for clinical review.

Payments & reconciliation

From payment to a clearer ledger.

Collect patient payments, manage payment plans, and reconcile deposits with the practice ledger in one connected workflow.

04 / The difference in the day

A different way
to run the practice.

From software your team operates
to an agent that helps carry the work.

01

Before the visit

Traditional staff-led workflow

Your team pulls the preparation together.

Answer calls, book visits, chase forms, check benefits, and confirm.

With iCoreOS

AI prepares the visit.

Reception, forms, insurance verification, estimated copays, and follow-up run through connected workflows.

Your team welcomes patients and handles exceptions.
02

During care

Traditional staff-led workflow

Your team captures and assembles the details.

Document the visit, organize the plan, and work out patient costs.

With iCoreOS

AI supports the clinical team.

Draft visit notes, organize planned care from clinical findings, and calculate estimated patient costs.

Your clinician diagnoses, approves, and signs.
03

Getting paid

Traditional staff-led workflow

Your team moves each billing task along.

Prepare claims, check status, post payments, and match deposits.

With iCoreOS

AI advances the revenue cycle.

Prepare narratives, submit and track claims, post eligible EOBs, match deposits, and prepare patient billing.

Your team handles the exceptions it flags.
04

Bringing patients back

Traditional staff-led workflow

Your team builds the list and makes contact.

Find due recalls and unscheduled treatment, then reach out and book.

With iCoreOS

AI carries the follow-up forward.

Find recall and accepted-treatment opportunities, run configured outreach, and help patients schedule.

Your practice sets the rules and permitted channels.

Automation follows your practice’s settings.
Your team stays in control.

See how the agent works

A comparison of workflows, not a feature audit of any specific system. Capabilities and automation vary by product and configuration.

05 / How the work moves forward

From question
to taken care of.

Ask. Review the plan. Let your agent do the work.

Each staff member’s permissions and the practice’s safety checks apply to every action.

iCoreOS / AgentUnderstand. Propose. Do.
YOUR QUESTION

What needs attention before our first patient?

WHAT THE AGENT FINDS
✓AppointmentBooked
✓Patient recordOn file
!Intake formsMissing
Still needed

Medical history and consent forms before check-in.

HERE’S THE PLAN

Missing medical history and consent forms before check-in.

  1. ABundle the outstanding forms
  2. BSend the secure link
  3. CRecord the communication

06 / A considered move

Your next chapter.
With a plan to get there.

Start with your current software, your records, and your way of working. Build the move around your practice.

Moving fromOpen DentalDentrixDentrix AscendEaglesoftCurve DentalPlanet DDSArchytab32

  1. 01

    Map the move.

    Review your current system, available data, and the workflows your team relies on.

    A scope built around your practice
  2. 02

    Move with confidence.

    Plan the transfer, validate the records together, and work through what needs attention.

    Data reviewed before the switch
  3. 03

    Launch together.

    Walk through real practice workflows and agree on a go-live plan with your implementation team.

    A shared go-live plan
  4. 04

    Settle into the new day.

    Bring questions to your support team, work through the details, and refine how your practice uses iCoreOS.

    Support beyond the switch
BEYOND DAY ONE

Go-live is a milestone.
The relationship continues.

Talk through your move

07 / Trust, built into the work

More intelligence.
The same responsibility to your patients.

Your practice runs on trust. iCoreOS is built around HIPAA’s safeguards, and the AI agent runs on AWS under a HIPAA Business Associate Agreement.

Protect

Patient data stays protected.

Encryption protects information in transit and at rest.

Limit

Access follows the role.

Staff and agent access are governed by practice permissions.

Control

Actions follow your rules.

Safety checks run on every action, like an allergy conflict or a patient who opted out of texts. Clinicians review and sign clinical work.

Trace

The work leaves a record.

Audit trails record access and changes to patient information.

Built for the responsibility of care.Questions about access or AI?

08 / Before you make the move

A few good
questions.

A new system is a big decision.
Start with the details that matter.

Talk through your practice
The platformIs this our practice system, or another AI add-on?

iCoreOS is the practice operating system. Scheduling, charting, treatment plans, insurance, billing, payments, and communications share the same foundation as the AI agent. In your demo, we’ll map which of your current tools it replaces and which integrations you still need.

Your teamWhat does AI do, and what stays with us?

AI can prepare work, propose next steps, and carry out supported actions—from appointment preparation to patient follow-up. It can only do what the staff member asking is permitted to do, practice settings decide what runs on its own, and safety checks run on every action. Multi-step plans are shown step by step before they run. Your clinicians remain responsible for diagnosis, treatment decisions, and signing clinical documentation.

The moveWhat happens to our existing patient records?

We move practices from Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve Dental, Planet DDS, Archy, and tab32. Your implementation team reviews the source system and available exports, defines the transfer scope, and plans validation with you. The migration plan covers what can move, what needs review, and how the team prepares for go-live.

Getting startedHow long does switching take?

The timing depends on your current system, data, locations, and team readiness. We’ll work through those details and agree on a go-live plan with you, including migration review and training.

Patient dataCan everyone—and the AI—see every record?

Access is governed by role-based permissions. The agent works within the permissions of the staff member using it. Encryption protects information in transit and at rest, and audit trails record patient-data access and changes.

Multiple locationsCan our locations work in one system?

Yes. iCoreOS supports multiple locations within a practice, with location-specific schedules and settings and access controls for the team. We’ll review your locations and operating model in the demo.

Pricing & supportWhat will we cover before committing?

We’ll walk through your workflows, product fit, pricing, migration scope, onboarding, and support. Bring the tools you use today and the work you want to improve, so the conversation is specific to your practice.

The next chapter of your practice.

Bring us the work
that falls between systems.

An unscheduled case. A claim to chase. A recall list.
See how your team could handle it in iCoreOS.

Book a demo 45-minute walkthrough. Choose your time.