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Cassandra Freeman
Head of Corporate Development
May 30, 2025
5 min read
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Why "All-in-One" Is Out: Dental Practices Are Customizing Their Tech Stack

How top-performing practices are reclaiming control, specialization, and results by moving away from bundled dental platforms

The Rise and Fall of the "All-in-One" Dream

For years, "all-in-one" was the gold standard in dental tech marketing. The pitch was simple: fewer vendors, fewer headaches. One platform to manage your PMS, imaging, analytics, communications, and marketing. It sounded like the perfect solution for overburdened teams and time-starved practice owners.

But here’s the problem: few of those platforms ever did everything well.

We’ve entered a new era. Dental practices—especially those that want to grow—are rejecting bundled platforms in favor of best-in-class solutions. It’s not just a software preference. It’s a strategy shift. It’s about precision, performance, and partnering with experts who do one thing exceptionally well.

Why Unbundling Is Gaining Momentum

Data Point: A 2023 survey by Dental Products Report found that over 67% of private practices plan to switch away from bundled platforms in the next 12–18 months, citing customization, speed of innovation, and user experience as top reasons.

Another stat worth noting: In Peerlogic's own client data, practices that moved away from legacy all-in-one platforms and adopted specialized tech saw a 23% increase in operational efficiency within the first 60 days.

1. Bundled systems mean compromise.
All-in-one platforms promise convenience, but that often comes at the cost of functionality. When your imaging is decent, your analytics are basic, and your call tracking is barely usable, your practice ends up working around the tech instead of being powered by it.

2. Innovation moves faster in focused companies.
When a vendor is trying to be everything to everyone, innovation slows down. Compare that to niche platforms with tight focus: they update faster, adapt better, and drive real change in the part of your business they support.

3. Integration isn’t the enemy anymore.
A decade ago, integrations were painful. Today, modern APIs, middleware, and cloud-based systems mean the right stack doesn’t just work—it flows. Data is more visible, more actionable, and more aligned across systems.

4. DSOs and private practices need adaptability.
Your needs evolve. You scale. You acquire. You launch a specialty. With a modular, unbundled stack, you can swap out components as your business shifts—without a total overhaul.

What This Looks Like in Practice

Let’s break it down by capability:

  • Call intelligence and missed call recovery
  • Marketing analytics
  • Practice management systems (PMS)
  • Clinical imaging and diagnostics
  • Patient communications and engagement

Each layer of the tech stack is specialized, intentionally selected, and strategically implemented.

When you stop looking for one vendor to solve everything, you start building a system that performs better across the board. Your front office gets better tools. Your ops team gets cleaner data. Your patients get a better experience.

The Doctor-Partner Dynamic Is Changing

There’s a bigger cultural shift happening, too.

Doctors don’t want to be tech buyers. They want to be clinical leaders. They want to focus on delivering care—not troubleshooting platforms or making do with a mediocre feature set.

The most successful practice leaders today aren’t trying to be experts in marketing analytics or AI call automation. They’re partnering with companies that already are.

They’re hiring fractional COOs. Investing in ops leads. Collaborating with tech partners that actually show them the data and work to improve outcomes. This is what modern leadership looks like in dental.

DSOs Are Leading the Charge

DSOs have seen this movie before. They know the cost of inefficiency. They’ve lived through platform lock-in. They’ve built acquisition strategies around agility.

Which is why the savviest DSOs are prioritizing:

  • Interoperability across systems
  • Real-time visibility into performance metrics
  • Conversion tracking tied to marketing spend
  • Vendor relationships based on outcomes, not checklists

They’re not afraid to fire a partner that underperforms. And they’re not afraid to pay more for tools that drive measurable ROI. That mindset is now trickling down to midsize groups and even solo practices.

What You Risk by Staying Bundled

  • Limited customization: You’re stuck with the way the platform works, even if it doesn’t match your workflow.
  • Slower innovation: You wait months (or years) for updates while niche players are shipping new features quarterly.
  • Data silos: Ironically, all-in-one tools often hide data behind clunky dashboards or limited export capabilities.
  • Support gaps: When everything is bundled, support is broad but shallow. You don’t get the depth you need to solve complex issues.

Not All Vendors Are Trying to Be All-in-One

At Peerlogic, we’re intentionally not an all-in-one platform. We focus on three powerful, interconnected capabilities: VoIP, analytics, and AI.

  • VoIP: Streamlined, reliable call infrastructure built for healthcare
  • Analytics: Actionable call and conversion insights that drive smarter decisions
  • AI (Aimee): Real-time follow-up and patient recovery that supports, not replaces, your staff

We don’t do digital forms. We don’t process payments. We don’t offer watered-down tools that sound good in a demo but get ignored in real workflows.

Instead, we build tech that plays well with others and delivers fast ROI in the areas that matter most.

That’s the unbundled mindset. That’s how modern practices win.

The era of “all-in-one” is fading fast. The future is modular, measurable, and built around expert partners who do what they do best.

Unbundling isn’t about making your life more complicated. It’s about making your tools work for you—not the other way around.

And for practices that want to grow, scale, and compete? That’s not optional. That’s table stakes.

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October 31, 2025
2 min read
Your Most Expensive Employee? The Voicemail Box.

If every business line told the truth, the voicemail box would have a meltdown.
It works around the clock, never takes a break, and yet somehow loses you more money than any marketing campaign ever could.

Most practices think their marketing isn’t working. But the truth is, the leads are there , they’re just getting lost before anyone picks up.

The Hidden Cost of “I’ll Call Them Back”

Across healthcare and dental practices, 25–40% of inbound calls never reach a human. That’s not just an inconvenience , that’s a lost relationship.

When the average new-patient visit is worth $300–$500, even ten missed calls a week can quietly erase $150,000+ in annual revenue. But the real problem isn’t the missed call. It’s what happens next , or doesn’t.

Only 8% of businesses respond to missed calls within the first hour, when a potential patient is still actively looking. After two hours, that number drops below 2%. By the next day, you might as well be calling a stranger.

The Follow-Up Gap

This isn’t a staffing issue. It’s a systems issue.
In most practices, the front desk is juggling check-ins, insurance questions, cancellations, and walk-ins , all while the phone keeps ringing. There’s no process to triage or follow up efficiently.

Here’s what typically happens:

  1. A new patient calls during peak hours.

  2. They leave a voicemail or hang up.

  3. The message gets lost in the rush.

  4. By the time someone calls back, they’ve already booked elsewhere.

If this feels familiar, you’re not alone. Responsiveness is the most common , and least measured , gap in healthcare operations.

How to Measure Responsiveness (and Fix It)

If you want to find the leak, start by tracking three simple metrics for one week:

  • Missed call rate: Number of calls that never reach a staff member.

  • Follow-up time: Average time between a missed call and a callback.

  • Conversion rate: Percentage of callbacks that lead to booked appointments.

You don’t need new software to start , just track it manually for seven days. The pattern will reveal itself quickly.

Practices that reduce their follow-up time to under 30 minutes see, on average, a 35% higher appointment conversion rate. It’s the easiest performance improvement you’ll ever make without hiring anyone new or spending another dollar on ads.

If your marketing feels “flat,” start with your phones.
Your next growth opportunity isn’t on social media , it’s already sitting in your call log.

Your voicemail box is doing its best. But maybe it’s time to give it a little help.

Try this:
Audit your calls for one week. Track how many voicemails turn into appointments. That one exercise will tell you more about your marketing ROI than any dashboard.

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October 13, 2025
2 min read
Best Practices for Setting Up Appointment Types with Conversational AI for Dentist

Why Appointment Types Matter

The average dental office loses thousands of dollars a month in inefficiencies tied to poor scheduling: patients booking the wrong visit, missed calls, or confusion between cleanings and exams.

Your dental office phone system and online scheduling tools should work together to make the process clear, simple, and accurate. That means defining your Aimee Bookable Appointment Types strategically and using data to fine-tune them over time.

AI Bookable Appointment Types

Our customizable AI, Aimee supports a full range of appointment types to fit nearly every workflow in a modern practice.

General & Consultation

  • Bridge
  • Bridge Consultation
  • Consultation
  • Cosmetic Consultation
  • Crown
  • Crown Consultation
  • Denture
  • Denture Consultation
  • Emergency

Existing Patients

  • Existing Patient Cleaning
  • Existing Patient Cleaning and Exam
  • Existing Patient Exam
  • Existing Pediatric Patient Cleaning
  • Existing Pediatric Patient Cleaning and Exam
  • Existing Pediatric Patient Exam

Procedures

  • Extraction
  • Extraction Consultation
  • Filling
  • Filling Consultation
  • Fluoride Treatment
  • Implant
  • Implant Consultation
  • Invisalign Consultation

New Patients

  • New Patient Cleaning
  • New Patient Cleaning and Exam
  • New Patient Exam
  • New Pediatric Patient Cleaning
  • New Pediatric Patient Cleaning and Exam
  • New Pediatric Patient Exam

Specialty & Advanced Care

  • Orthodontic Consultation
  • Periodontal Consultation
  • Periodontal Maintenance
  • Prosthodontist Consultation
  • Root Canal Consultation
  • Scaling and Root Planing
  • TMJ/TMD Consultation
  • Veneer
  • Veneer Consultation
  • Whitening

Each of these can be customized to match your practice’s workflow and managed directly through your workspace.

1. Start with Data

Before adjusting your booking options, use dental analytics and call tracking for dentists to identify where things break down:

  • Which appointment types are most frequently booked incorrectly?
  • Which calls are missed entirely?
  • How often are new patients calling about cleanings instead of exams?

The data from your dental phone system and dental call tracking platform provides the roadmap for smarter scheduling.

2. Align Appointment Types with Your Day

Your setup should reflect the reality of your care process.


If a consultation is always required before a treatment, don’t let patients skip ahead online.

Action steps:

  • Only make the consultation bookable online.
  • Let your front office schedule follow-up treatments internally.
  • Review dental analytics monthly to confirm the flow is working.

This simple change reduces cancellations, wasted chair time, and frustrated patients.

3.  New vs. Existing Patients

Mixing new and existing patients in the same time blocks leads to chaos.

Do this instead:

  • Create separate appointment types for new patient exams.
  • Add clear naming conventions: “New Patient Exam (First Visit Only).”
  • Configure your dental office phone system or AI assistant to recognize new patient calls and route them appropriately.

Your call tracking for dentists reports will confirm whether patients are being routed to the right visit the first time.

4. Simplify the Experience

Patients don’t speak in dental codes, they speak in symptoms. Conversational AI bridges that gap by interpreting natural language like “I chipped my tooth” or “I need a cleaning” and booking the correct appointment automatically.

Try this:

  • Review dental call tracking transcripts to see how patients actually describe their needs.
  • Update your appointment names to use patient-friendly language (e.g., “Tooth Pain / Emergency Visit”).
  • Use your dental phone system to provide short explanations (“Includes X-rays and exam”).

When in doubt, keep it simple and clear.

5. What about Multi-Step Treatments?

For treatments like implants, crowns, or orthodontics, don’t let patients self-book every step.

Best practice:

  • Only make the first appointment (consultation) public.
  • Have your team schedule follow-ups.
  • Track reschedules using dental analytics to measure workflow efficiency.

The goal is to give patients flexibility without losing operational control.

6. Consistent Labeling

Appointment confusion often comes from duplicate or unclear naming conventions.

Actionable steps:

  • Limit each treatment to one appointment type.
  • Use clear, specific names (“Filling Consultation” vs. “Consultation”).
  • Mirror those labels in your dental office phone system menus, AI chat, and web booking.

Unified language builds trust and prevents errors.

7. Continuous Improvement

Scheduling optimization isn’t a one-time task, it’s ongoing.

Set a review cadence:

  • Monthly: Check dental analytics for appointment types with high reschedules or no-shows.
  • Quarterly: Review call tracking for dentists insights to see where confusion persists.
  • Annually: Audit your dental office phone system setup to align with new treatments or team changes.

Even minor refinements can create measurable gains in patient satisfaction and booked revenue.

8. The Right Balance

Technology doesn’t replace your front office team, it supports them.

Use conversational AI to automate repetitive scheduling tasks and recover missed calls, while your staff focuses on relationship-building.


With dental analytics, your leaders gain a clearer view of call volume, conversion rates, and appointment flow trends.


And with an integrated dental phone system, every call, text, and appointment connects into one streamlined experience.

Building a Smarter Scheduling Ecosystem for Your Office

Modern practices that thrive are the ones that merge insight with empathy.
By uniting conversational AI, dental analytics, and dental call tracking, you’ll:

Reduce scheduling errors and double bookings
Give patients more clarity and confidence when booking
Free up front office time for high-value work
Build visibility into your phone and appointment data

Your dental office phone system isn’t just a communication tool; it’s a growth engine when used strategically.

Veterinary Technology
September 25, 2025
2 min read
Why Call Summaries Are a Vet Practice’s Secret Weapon
Silver Martinez
Account Executive
Read More

But here’s the challenge: when communication isn’t tracked or organized, important details get lost. Notes on sticky pads vanish, voicemails pile up, and multiple team members might respond to the same client without realizing it. Small gaps quickly snowball into scheduling errors, frustrated clients, and even liability concerns.

That’s where call summaries with integrated timestamps come in. By automatically capturing and organizing calls, your practice gets the clarity it needs to stay ahead of the chaos—and focus more on patient care.

Organized Data = Less Chaos

Every client interaction tells a story. But when that story is scattered across voicemails, sticky notes, and siloed inboxes, your team is left piecing together the details like a jigsaw puzzle.

Call summaries eliminate that scramble. Every call is transcribed, timestamped, and summarized in one place. Instead of replaying voicemails or asking “did anyone call Mrs. Rodriguez back about Max’s medication refill?”, your team has a single source of truth.

What this looks like in practice:

  • The front desk takes a call about a pet needing a same-day appointment.

  • The doctor sees the summary and knows exactly when the client called, what was discussed, and how urgent it is.

  • When the next shift comes on, they don’t miss a beat—everything is documented.

The result? Fewer silos, smoother handoffs, and less “he said, she said” confusion

Timestamps Protect Your Team

Let’s be honest: misunderstandings happen. Maybe a pet owner insists they were quoted a different price. Maybe they say they were promised a callback that never came. Without records, your staff is left vulnerable.

Timestamps remove that gray area. You can see exactly what was said, when, and by whom. That’s not just helpful for customer service, it’s protection. Clear records reduce liability, protect your staff from unfair blame, and give your team confidence when handling tough conversations.

For example, one veterinary practice we worked with used timestamped call summaries to resolve a billing dispute. The client claimed they were never informed about a cancellation fee. Reviewing the call summary showed that the policy was explained clearly, twice. That practice avoided writing off hundreds of dollars—and protected their reputation by handling the situation transparently.

Save Time While Knowing More

Time is the most precious resource in any veterinary practice. Your staff doesn’t have hours to dig through voicemails or chase down who last spoke with a client. Call summaries cut that process down to minutes.

Instead of replaying a five-minute voicemail, your team reads a clean, AI-generated summary with key points pulled out. Need to know if the client confirmed their appointment time? It’s right there. Wondering if a medication refill request was logged? No guesswork required.

This doesn’t just save time, it also preserves mental bandwidth. When your front desk team doesn’t have to juggle fragmented information, they can focus on creating a better client experience. And because everything is documented, you’re not sacrificing detail for speed—you’re gaining both.

Best Practices for Using Call Summaries in Veterinary Practices

Call summaries are only as powerful as the way you use them. Here are four best practices to get the most out of this tool:

  1. Respond Quickly
    Treat call summaries as a triage system. Prioritize urgent requests, like a sick pet needing same-day care, while scheduling less urgent needs, like vaccine appointments, later in the week.

  2. Stay Less Siloed
    Make summaries accessible across the team. Don’t let critical information live only with the person who answered the phone. The more open the data, the smoother your operations.

  3. Fire Clients (When Needed)
    Sometimes summaries highlight tough truths: repeat no-shows, abusive language, or chronic unpaid bills. Patterns matter. Clear documentation can help you make the decision to part ways with clients who drain resources and morale—freeing your team to focus on the clients who value your care.

  4. Review for Trends
    Over time, summaries provide powerful insights. Are multiple clients calling about long hold times? That’s a signal to staff differently. Are missed medication refill requests spiking? That’s a process gap to fix. Organized call data reveals the patterns behind everyday stressors.

The Bigger Picture: Communication That Scales

Veterinary medicine is a relationship-driven business. Clients trust you with their pets, and they expect clear, consistent communication in return. But as practices grow, maintaining that clarity becomes harder.

Automated call summaries with timestamps bridge that gap. They:

  • Keep communication consistent across multiple staff and shifts.

  • Reduce stress and liability by documenting every call.

  • Save time by making information instantly accessible.

  • Turn everyday conversations into structured, organized data.

And the payoff is huge. Practices that adopt integrated communication tools report saving up to 10 hours of staff time per week (American Animal Hospital Association, 2022), while also improving client satisfaction scores.

Call summaries with timestamps aren’t just about making your front desk’s life easier. They’re about protecting your practice, empowering your staff, and giving your clients the best possible experience.

In an industry where every minute matters, this is one tool that helps you save time while knowing more. And in the long run, that means less stress for your team, happier clients, and more focus on what truly matters: caring for pets.

Aimee
Dental Technology
Veterinary Technology
Business Management
healthcareAI