Six tabs and a shared drive
One patient record
Photos, plans, notes and insurance in a single timeline for every patient.
Before YesSmile.AI
Running a dental practice can be a serious headache to manage
New patients, new procedures, new insurance plans — but the same old spreadsheets, scattered photos, and lost treatment plans.
Every time a patient asks about their options, the scramble begins…
After YesSmile.AI
One platform. Every patient, plan and payment in it.
Sticky-note follow-ups
Outreach that books itself
Every unscheduled treatment gets followed up automatically, in your voice.
PDF quotes over email
Presentations patients say yes to
Visual, branded treatment plans with financing built right in.
Everything you need to win the case — from first consult to final payment
CRM & patient management
Every patient journey, on one screen
Consults, presented plans, acceptance and appointments live in one record per patient. Your team always knows who is waiting on what, and nothing falls through the cracks between the chair and the front desk.
See team collaboration →SM Accepted
Sarah Molina
- Consult Mar 4
- Plan presented Mar 4
- Accepted Mar 11
- Scheduled Mar 19
$3,240 $118/mo financed · Delta 50%
Follow-up sent · 9:12 AM
✔ Appointment booked
Northline Dental's Slides
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YesSmile.AI
Designs Provided By: Dr. Raghunathan
Designed for:
Jordan Lee
Our Practice
Each patient brings a unique story. The warmth in their smile reflects how they share their happiness, strength, compassion and hope. We combine artistry with clinical precision for their most expressive feature.
Presentation builder
Compelling treatment presentations
Build a branded, visual treatment plan in minutes: before-and-after slides, treatment breakdowns and financing options, all in the practice's look. Present it on the chairside screen or send a link the patient can open at home.
Explore treatment planning →AI follow-up
Conversations that keep going after the visit
Patients who leave with treatment on the table get followed up automatically: questions answered, insurance explained, objections handled, and a time offered. Replies read like your front desk wrote them, and a real coordinator books the appointment.
Meet your virtual planner →YesSmile.AI: Hi Marcus — Dr. Ellison recommended two implants in April. Want me to find you a time?
Marcus Whitfield: Maybe. What would that cost with my insurance?
YesSmile.AI: Your Delta plan covers 50%, so about $2,100 per implant — or $89/mo financed. Thursday at 10 works if you want it.
Marcus Whitfield: Thursday works, book it.
Case funnel
0
+8.4% Consults
96 Plans presented
74 Accepted
56 Paid
47Practice analytics
Analytics that show where cases are won
A pipeline view of your practice: how many consults turn into presented plans, how many plans get accepted, and where revenue lands each month, by provider and by procedure. You know exactly where to focus your team.
See practice analytics →Payments & financing
Make the yes affordable
Payment plans, third-party financing and invoices live inside the treatment plan, so the patient sees the monthly number next to the smile. Take a deposit in the chair, send a payment link, and watch balances reconcile on their own.
Explore payments →
Integrations
Plugs into the PMS you already run
YesSmile.AI syncs two ways with your practice management software, so patients, treatment plans and appointments stay in one place. No re-keying, no duplicate records, no new system for the front desk to learn.
See all integrations →How it works
Yes Smile works as an extension of your in-office team, handling everything from first outreach through to a booked appointment. Here's what that looks like:
PMS
Yes Smile
+651
We connect to your PMS
We work with Dentrix, Eaglesoft, Open Dental, Curve, and dozens more.
Where unscheduled treatment meet following conditions
if days since last treatment more than 60 days
if last treatment type contain Implant
if insurance coverage status active
2
We tune the system to how your practice runs
Set your own rules for which patients Yes Smile should — and shouldn't — contact.
Identifying high-conversion patients…
3
Our AI surfaces patients with unscheduled treatment
We read thousands of signals across treatment plans, clinical notes, appointment history and more.
Next treatment
Mon, January 15
10:00 AM
Scheduled via Yes Smile
4
Patients get the chance to reactivate
We give each patient an easy way to reactivate and book their next visit, straight into your PMS.
Everything included with YesSmile.AI
The platform tour above is the headline. This is the rest of what your team gets on day one.
Treatment Planning Plans with timelines, costs and visual previews patients understand. Before & After Gallery Side-by-side transformations that sell the outcome, not the procedure. Payments & Financing Payment plans, financing and invoices without leaving the plan. Practice Analytics Case acceptance, revenue and provider performance in real time. Reporting & Insights Spot the trends behind the numbers and where the next win is. Team Collaboration Shared records and notes so the front desk and the chair agree. PMS Integration Two-way sync with Dentrix, Eaglesoft, Open Dental and dozens more. Virtual Treatment Planner A dedicated planner who builds and presents your cases for you.
Built for protected health information
Healthcare-grade security and compliance, so your practice and your patients are covered.
HIPAA compliant
Built for protected health information from day one, with a Business Associate Agreement and regular audits.
Encrypted end to end
Every record, photo and message is encrypted in transit and at rest with industry-standard protocols.
SOC 2 controls
Independently verified security controls, role-based access and a full audit trail for your team.
Common questions
How long does it take to get started?
Most practices are up and running within a day. You can create your first treatment presentation in under 15 minutes.
Do I need to be tech-savvy to use YesSmile.AI?
Not at all. The platform is designed for dental professionals, not IT teams. If you can use a smartphone, you can use YesSmile.AI.
Can I integrate with my existing practice management software?
YesSmile.AI works alongside your current systems. We integrate with popular PMS platforms and can import existing patient data.
What if my needs change as I grow?
Our plans scale with your practice. Start with what you need and add features as you grow — no long-term contracts required.
Is patient data secure and HIPAA compliant?
Absolutely. YesSmile.AI is built with HIPAA compliance at its core, with encrypted data storage and secure patient communications.
Which features come with which plan?
Every plan includes the CRM, the presentation builder and PMS sync. Analytics, financing and the virtual planner scale up from there — the pricing page has the full comparison.
More questions? Read the full FAQ or compare plans.
Ready to trade the scramble
for a system that says yes?
See how YesSmile.AI helps dental teams present treatment beautifully, follow up automatically and close more cases.