Everything your team runs on, in one place
Carelytics plugs into the PMS you already use and builds everything else around the people who run the practice. Here is the full tour - each pillar also has its own page for the short version.
One platform. Nine pillars.
Every part of running a practice, sharing one team, one login and one set of numbers. Pick a pillar for the short version.
HR & People
One tidy home for every employee record, document, policy and task - from first day to last.
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Scheduling & Time
Team schedules, open shifts, swaps, time-off balances and verified clock-ins - without the group chat chaos.
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Payroll
From verified hours to DDS production-based pay - the payroll prep that used to eat your weekend, done.
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Finance & Accounting
Bank reconciliation, accounting automation and patient A/R follow-up - the money side, closed without the bookkeeper hours.
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Hiring
A careers page, applicant pipeline and one-click hire-to-employee conversion - built into the same platform.
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Engagement & Growth
Kudos, performance reviews, anonymous feedback and eNPS - because keeping great people beats replacing them.
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Analytics & KPIs
50+ built-in KPIs from your PMS plus unlimited custom ones, goals, reports and an AI copilot that answers in plain English.
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Patient Communication
Reminders, two-way texting, online booking, review requests and gap filling - patients looked after, with a human touch.
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Inventory & Ordering
Catalog, live vendor pricing, orders and stock levels - stop paying for a separate ordering system.
Explore →Know your numbers, every morning
Live KPIs
50+ built-in metrics computed from your PMS - production, collection rate, hygiene reappointment, new patients, recall effectiveness and more - plus unlimited custom KPIs, with goals and daily pace tracking.
AI copilot
Ask in plain English: "How was production in June vs May?" or "How many extractions did we do for kids last year?" Every answer is computed by the KPI engine; the AI only words it. It cannot invent a figure.
Morning huddle briefing
Before the team walks in, the briefing sums up yesterday, flags today's risks and lists the follow-ups worth doing.
Multi-location
Compare clinics side by side. Providers can be scoped to their own numbers only; you decide who sees what.
The front desk's silent teammate
Smart confirmations
Multi-step text and email reminders. One text per family; one reply confirms everyone. Rebooked appointments restart the sequence automatically.
Gap filling
A cancellation triggers ranked patient suggestions with a drafted message. Approve and send: chair refilled.
Reviews & feedback
Same-evening feedback requests. Happy patients are guided to Google; concerns come to you first. Fully compliant, no star-gating.
Online booking & SMS inbox
Patients book from your website into real openings. Every message lands in a shared two-way inbox with your own clinic number.
From schedule to payroll without a spreadsheet
Scheduling
Drag-and-drop shifts, swap requests, open-shift claims and time-off balances that follow provincial employment standards. The team manages itself.
Timesheets & payroll
QR or geofenced clock-in, approval flows, and payroll-ready exports including DDS sliding-scale pay.
Hiring
Your own careers page, automatic screening questions, a candidate pipeline, and one-click conversion from new hire to employee.
Growth & compliance
Performance reviews with skill scoring, a training academy, 45+ dental HR templates, e-sign, policies and certification tracking.
Month-end without the scramble
Bank reconciliation
Deposits match against PMS payments automatically - and the matcher learns from every correction your team makes.
Accounting automation
Journal entries post to QuickBooks Online or Sage Intacct on schedule, categorized the way your accountant set them up.
Patient A/R follow-up
Aging balances surface with history, and follow-ups go out before receivables become write-offs.
Expense & P&L visibility
Expenses and P&L flow back from your accounting system - owners see profitability per clinic, not just production.
The unglamorous things, handled
Inventory
Par levels, one-click purchase orders and live vendor price sync so you stop overpaying for gloves.
Documents
An organized, permissioned library with e-signatures and an audit trail. The binder retires.
Team chat & huddle
Announcements, chat and a daily huddle board that keeps every location on the same page.
Access control
Role-based permissions down to individual fields: pay rates, confidential notes, per-provider analytics.
Plugs into your PMS
No migration, no workflow change. Carelytics syncs with the systems Canadian practices actually run:
Thirty minutes. A live walkthrough. No slides.
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