NewFor dental and medical practices

Your clinic is leaking revenue.
We get it back.

Storeoptic finds unscheduled treatment, cancellations that never got rebooked, no-shows and overdue patients in your practice system. It values each one and helps your team win them back.

No signup. Everything below runs on a made-up sample practice.

LIVERevenue flowingSample practice
Numbers from the sample dental practice used in the demo.
01 · Lost revenue scanner

It reads every record, so your team doesn't have to.

Treatment plans, cancellations, missed visits and recall dates, checked for every patient. Each opportunity gets a dollar value and a likelihood to book, then a rank.

  • Unscheduled treatment and care plans
  • Cancellations and no-shows that never rebooked
  • Overdue hygiene, wellness and chronic-care visits
  • Insurance benefits that expire Dec 31, flagged first
scanningbrightside-family-dental · 1,150 patients0 found
Likely to recover
$0
Top opportunities
02 · Cancellation autopilot

A cancellation turns into a booking in minutes.

When a slot opens, the agent finds patients who need that exact length of visit, prefer that time and agreed to texts. It messages them, and the first "yes" gets booked.

  • Uses a short message you approve once
  • Quiet hours, 1 text a day max, STOP always works
  • Writes the booking back to your schedule
This weekBrightside · 4 chairsFilled 0 · $0
Booked (darker = more revenue)OpenCancelledFilled by autopilot
Autopilot texts · sample patients
03 · AI recovery agent

Every patient, followed all the way to the visit.

The agent drafts a short personal message, you approve it, and it handles the replies: offering real open times, answering "yes," and handing questions about cost to your team.

  • No reply? A polite follow-up, never more than 3 a week
  • "Not now" waits 30 days
  • Every recovered dollar is counted
Recovery pathslive$0 recovered
04 · Lead conversion (next phase)

See exactly where new patients slip away.

Missed calls, web inquiries nobody answered, and callers who never booked. Each leak gets a dollar value, and the agent follows up on the ones you can still save.

Illustration · next phase
New-patient funnel
05 · Weekly forecast

Watch the gap to target close.

Projected production against your weekly goal, with the specific patients who could fill each gap.

Illustration using sample numbers · not a customer result
Weekly target$50,000
Average before$0
Average after$0
Added per month$0
06 · Multi-location groups

Every location, one revenue view.

For groups and DSOs: compare locations, share openings across nearby offices, and see recovered revenue for the whole group, live.

  • One waitlist across nearby locations
  • Location-by-location health scores
  • Roll-up forecast for the group
0visits booked
$0recovered
17sample locations
Illustration
Everything points at revenue

One score. Six levers.

Schedule utilization, new-patient conversion, treatment acceptance, recall, no-shows and recovery, with the patients behind each number.

Lost revenue scanner

Finds every unscheduled plan, cancellation, no-show and overdue patient.

Opportunity dashboard

Total recoverable revenue, by category, ranked by value and urgency.

AI recovery agent

Drafts, sends after approval, handles replies and books.

Cancellation autopilot

Fills sudden openings with the best-fit patient.

Weekly forecast

Production vs target, and who could close the gap.

Next phase

Lead conversion

Missed calls and inquiries that never booked.

Positioning

Not another AI receptionist.

An AI receptionist

  • Waits for the phone to ring
  • Answers questions and takes messages
  • Measured by calls handled

Storeoptic for Clinics

  • Goes looking for revenue already in your records
  • Puts a dollar value and a priority on every patient
  • Measured by revenue recovered
Security

Designed for HIPAA from day one.

✓BAAs with every practice, and only vendors that sign BAAs touch patient data.
✓Role-based access. Front desk, managers and owners see only what they need.
✓Audit log of every record viewed and every message sent.
✓Minimum-necessary AI. A first name, visit type and time preference. Never last names, birth dates, insurance IDs or notes.
✓Human approval for every AI-written message.
✓Encryption at rest and in transit, plus auto-lock when idle.
audit logappend-onlysample
Where things stand: Storeoptic for Clinics is in early access. The live demo uses only made-up patients. We won't connect to any practice's real data until the BAA and HIPAA-ready infrastructure are in place for that practice.
Early access

Be one of the first practices.

We're onboarding a small number of dental and medical practices. Tell us about yours and we'll reach out.

Please don't include any patient information.

FAQ

Questions

Is this live?

It's in early access. The demo is fully clickable and runs on a made-up sample practice so you can see exactly how it works. Practice-system connections are being set up with early-access practices.

Are the animations real data?

They use the same made-up sample practice as the demo, and the forecast, funnel and multi-location pictures are illustrations. None of it is a customer result.

Which practice systems will it connect to?

Planned: Open Dental, Dentrix, Eaglesoft, Denticon and Curve for dental; athenahealth, eClinicalWorks, ModMed, Elation and Epic for medical. Connections go through each vendor's official API or a certified connector, under a signed agreement.

Will it text my patients without asking me?

No. Every AI-written message waits for approval by a manager or owner. The only automatic messages are cancellation fills, and those use a short template you approve once and can turn off any time.

How is "estimated recoverable revenue" calculated?

Each opportunity's value from your fee schedule, multiplied by how likely it is to book (how long ago it happened, past no-shows, remaining insurance benefits and more), then added up. It's an estimate, not a promise, and every number shows how it was worked out.

Is it HIPAA compliant?

It's designed for HIPAA from day one: BAAs, encryption, role-based access, audit logs, minimum-necessary data and human approval. There's no official government "HIPAA certification," so be wary of anyone who claims one. We sign a BAA before touching any real data.

What does it cost?

Early-access pricing is set together with the first practices. Get in touch and we'll share it.