Run the marketing side of your practice alongside your dental PMS.
Perfectomy is the lead-capture, deposit-at-booking, photo-record, and ad-ROI layer for cosmetic dental practices — the cash-pay side of veneers, Invisalign, and full-arch. It runs alongside Dentrix, Open Dental, or Eaglesoft. We are not a dental PMS replacement and we are upfront about it.
Your PMS doesn't do marketing. And it shouldn't.
Dentrix and Open Dental are excellent at the clinical and operational side. They are not built to capture a $6k Invisalign lead from Instagram, hold a deposit for a smile-design consult, run a 90-day reactivation flow, or tell you what your Meta ads return. That’s what we do.
Cosmetic leads live in a different universe.
An IG DM about veneers isn’t a Dentrix patient yet. It’s a $20k opportunity sitting in someone’s inbox.
Consults book without deposits.
An hour of doctor time held for an Invisalign or veneer consult with no card on file. The no-show line item nobody loves looking at.
Smile photos die in iPhone camera rolls.
Smile-design before/afters are your single best sales asset. Most practices can’t build a complete patient timeline without rooting through a hygienist’s phone.
Ads run on faith.
Every cosmetic dental practice runs Meta + Google ads. Very few can tell you the cost-per-Invisalign-start — because the booking and the revenue live in different systems.
Lead, deposit, smile gallery, retention — alongside your PMS.
Six capabilities that wrap around Dentrix / Open Dental / Eaglesoft. We capture and convert the cosmetic patient; your PMS handles the chart, the claims, and the clinical record.
IG DMs + Meta / Google leads.
Cosmetic leads from IG DMs and web forms land on a patient record with the ad source attached. The lead history follows the patient when they become a real patient in your PMS.
Pre-auth for smile consults.
Pre-auth deposit at booking via Perfectomy Payments. Captures on attendance, releases per your cancellation policy. Invisalign and smile-design consults stop getting ghosted.
Before / after on every appointment.
Smile photo galleries pinned to the appointment record. Surfaced in the patient portal so patients can review their own progression — and share it.
Shared SMS thread.
Two-way texting attached to the patient. Aligner-change reminders, retainer-check nudges, post-op care — visible to the team, not on a single staff phone.
Retainer checks + reactivation.
Build automations on real events — X days since last visit, missed appointment, post-Invisalign retainer recall, review request after a smile reveal.
Cost per Invisalign start.
Connect Meta + Google. Cosmetic deal revenue ties back to the ad through UTM — so cost-per-Invisalign-start and revenue-per-ad show up next to your bookings.
We sit alongside Dentrix / Open Dental. Honestly.
How a cosmetic dental practice actually goes live.
Account + payments.
Provision the account. Set up Perfectomy Payments. Decide which patients (cosmetic only / all) sync from your PMS via CSV.
DM intake + deposits.
Wire up IG DM capture and ad UTMs. Set deposit minimums for cosmetic consults. Pre-auth live.
Photos + SMS.
Smile photo capture workflow live. Two-way SMS active. Front desk uses one shared thread instead of a personal phone.
Automation + ads.
Turn on retainer-check recalls, reactivation, and review-request automations. Connect Meta + Google so revenue ties back to each campaign.
What cosmetic dental practices tell us.
We kept Dentrix and added Perfectomy for everything in front of the chart. Cosmetic conversion finally has a process.
Pre-auth deposits on smile-design consults cut our no-show rate in half. The chair is full again.
For the first time we know what an Instagram smile-design ad is worth. We doubled spend on the winners.
Things dental practices ask.
No. We sit alongside your dental PMS. We don’t replace the tooth chart, perio chart, imaging, or dental insurance billing. We handle the cosmetic lead-to-revenue side — capture, deposits, photo timeline, automation, and ad ROI.
Not in the core product today. Most practices sync the cosmetic patient list via CSV during onboarding. Native connectors are configured on request.
No — your PMS does that. Most practices we work with run cash-pay cosmetic alongside an insurance-billed hygiene side, and Perfectomy is purely on the cash-pay side.
The deposit is pre-authorized on the patient’s card via Perfectomy Payments at booking. It captures on attendance or releases per your cancellation policy.
Yes — BAA, encryption, audit logging, and role-based permissions. We are HIPAA-grade alongside your dental PMS.
Keep your PMS. Add the marketing layer.
30 minutes. Bring your last 30 days of cosmetic DMs and your Invisalign-consult no-show rate. We’ll show you what attribution, deposits, and a smile gallery would have done with them — without touching your dental PMS.