The Dental Front Desk, Finally Automated

The waiting room clipboard,
finally cremated.

One dashboard for patient intake, insurance verification, and treatment follow-ups. Built for DSOs juggling six offices — and solo practitioners still drowning in paper charts.

Current State — Paper Form

Patient Intake

NewPatient_Form_v3_FINAL.pdf

Last Name
Kowalski_________
DOB
04/ /198_
Insurance
Delta De[scribbled]
Allergies
(see attached)

* Must be re-entered into Dentrix manually

AVG 14 MIN TO PROCESS
Portal — Smart Intake

Portal Intake

Auto-fill from history

LIVE
Last Name
Kowalski
DOB
04 / 12 / 1983
Insurance
Delta Dental PPO
Allergies
Penicillin, Latex
COMPLETED IN 47 SECONDS
DIGITAL INTAKE
REAL-TIME ELIGIBILITY
SMS RECALL
APPOINTMENT FLOW
MULTI-LOCATION READY
DENTRIX INTEGRATION
AUTOMATED FOLLOW-UPS
DIGITAL INTAKE
REAL-TIME ELIGIBILITY
SMS RECALL
APPOINTMENT FLOW
MULTI-LOCATION READY
DENTRIX INTEGRATION
AUTOMATED FOLLOW-UPS
INDUSTRY FINDINGS

The data your current software
doesn't want you to see.

Four sourced findings from dental industry research. Each one is a revenue leak your clipboard created.

67%

Patient Abandonment

Source: ADA Patient Experience Survey 2024

67% of patients abandon practices with intake processes longer than 12 minutes — your paper form is a churn engine.

23min

Average Hold Time

Source: Delta Dental Provider Relations Report

23min lost per insurance verification call. Multiply by 18 daily patients. That's 7 hours your team isn't seating patients.

41%

Industry Recall Rate

Source: Dental Economics Benchmark Study 2025

41% is the average recall return rate for practices using manual phone follow-up. Portal practices average 75%.

$127k

Annual Revenue Lost

Source: MGMA Dental Practice Benchmarks

$127k per location from unscheduled treatment plans that never got a follow-up. The clipboard doesn't send reminders.

The average Portal practice recovers $94,000/year in previously lost revenue.

Based on practices switching from Dentrix + manual verification, 2024 cohort.

Benchmark Report

Your current software,
benchmarked honestly.

Side-by-side metrics from independent practice audits. No cherry-picked demos — real workflow measurements.

Metric
Portal
Dentrix

Insurance Verification

8 seconds (API)
23 min (phone)

Patient Intake Time

47 seconds
14 minutes

Recall Rate

75%
41%

Onboarding Time

2 days
6–8 weeks

Monthly Cost (per loc.)

$299
$699+

171 hrs

Saved per year on hold calls

per location, avg 18 verifications/day

$94k

Recovered annual revenue

from improved recall and intake completion

+34 pts

Patient NPS improvement

measured 90 days post-Portal adoption

PRACTICE RESULTS

Named practices.
Specific numbers.

Danielle Okafor, Operations Director at Apex Dental Group, professional headshot

Danielle Okafor

Operations Director, Apex Dental Group

4 locations

"We were spending 7 hours every morning on hold with insurance carriers across three locations. Portal cut that to under 20 minutes total — automated, verified before the patient even walks in."

7 hrs → 18 min

Daily verification time

Dr. Marcus Petersen, DMD, practice owner, professional headshot

Marcus Petersen

DMD, Practice Owner, Petersen Family Dentistry

1 location

"I was still on paper charts in 2024. My front desk person quit because of the workload. Portal onboarded us in two days and my new hire was fully up to speed in an afternoon."

2 days

Complete onboarding

Yuki Tanaka, Office Manager at Lakeside Dental Partners, professional headshot

Yuki Tanaka

Office Manager, Lakeside Dental Partners

2 locations

"We benchmarked Portal against Dentrix Ascend for six months. Intake time dropped from 11 minutes to 52 seconds. Our hygienist utilization went up 18% because patients weren't late from paperwork delays."

+18%

Hygienist utilization

Trusted by practices running on

Dentrix
Open Dental
Curve Hero
Eaglesoft
Carestream
PRACTICE DIAGNOSTIC

See where your practice
actually stands.

Three fields. Thirty seconds. A score that shows exactly which workflows are bleeding revenue — and what Portal would fix first.

Practice Score Diagnostic

3 fields · instant results

Full Comparison Report

28-page independent audit: Portal vs Dentrix, Open Dental, Curve Hero, and Eaglesoft. Real practice data, no vendor spin.

Report Contents

01Executive Summary — 4 key findings
02Intake Workflow Benchmark (12 metrics)
03Insurance Verification Speed Test
04Recall Automation ROI Calculator
05Migration Guide: Dentrix → Portal
06DSO Multi-Location Case Studies

HIPAA Compliant

BAA included

SOC 2 Type II

Certified 2024

4.9 / 5.0

214 reviews