Frequently Asked Questions

We're building toward Dentrix, Open Dental, and Eaglesoft. Open Dental supports a configuration-based API key connection today; Dentrix and Eaglesoft integrations are coming soon. See our Integrations page for current status — we never claim an integration is live before it actually is.

No. CaseFlowDDS is designed to complement your practice management system, not replace it.

Yes. Upload your spreadsheet, map your columns to patient fields, review a preview, and we'll detect possible duplicates before anything is imported.

There's no hard patient cap — the platform is built to handle 10,000+ patients. Your plan determines the number of users and locations, not patient count.

Yes, depending on your plan. Starter includes up to 3 users, Professional up to 10, and Multi-Location supports expanded/unlimited users based on your plan.

Yes — treatment presented, accepted, completed, and outstanding are all tracked independently, at the individual procedure level.

Yes. If a patient accepts part of a treatment plan, the remaining outstanding amount stays visible in your pipeline instead of disappearing.

Yes — every call, voicemail, text, email, and note is logged to a patient's activity timeline, along with the outcome and next follow-up.

Yes, including scheduling, confirmations, cancellations, and no-shows. Cancellations and no-shows automatically create a follow-up task.

Yes — your dashboard and Follow-Ups page surface overdue follow-ups automatically so nothing falls through the cracks.

Only if communication integrations (like SMS or email) are configured and enabled for your practice. We don't claim automatic patient communication where it hasn't been implemented — today, the platform helps your team know who to contact and gives them one click to call, text, or email.

Yes. You can cancel your subscription at any time from your billing page. Your data is retained (not deleted) for a period after cancellation in case you'd like to reactivate.

Yes. The one-time setup fee covers onboarding, configuration, patient data import, and integration assistance to get your practice live.

Yes — our Multi-Location plan is built for dental groups with centralized reporting and location-level dashboards.

Yes — visit our Demo page to click through a fully interactive version of the platform using fictional patient data.