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Team Collaboration

Keep your team perfectly aligned

Shared patient records, real-time notes, and seamless handoffs between front desk, clinical team, and treatment coordinators.

One team, one source of truth

Eliminate miscommunication and dropped balls with tools designed for how dental teams actually work.

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Shared Patient Records

Everyone on your team sees the same patient history, treatment plans, and notes. No more digging through charts or asking colleagues.

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Real-Time Notes

Add notes during appointments that are instantly visible to the entire team. Tag colleagues, flag follow-ups, and track action items.

Task Assignments

Assign follow-up tasks to specific team members with due dates and priority levels. Nothing falls through the cracks.

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Role-Based Access

Control who can see and edit what. Providers, treatment coordinators, front desk, and billing each get the access they need.

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Handoff Workflows

Structured handoffs between team members ensure smooth transitions from consultation to treatment to follow-up.

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Team Activity Feed

A real-time feed of patient interactions, completed tasks, and pending items keeps everyone aware of what's happening across the practice.

Built for multi-provider practices

Whether you have 2 providers or 20, collaboration tools that scale with your team.

1

Unified Inbox

All patient communications — emails, texts, portal messages — flow into one shared inbox so nothing gets missed.

2

Provider Scheduling

Coordinate schedules across providers and operatories. See availability at a glance and avoid double-bookings.

3

Performance Visibility

Track team productivity, case handoff times, and patient response rates to continuously improve your workflow.

Get your whole team on the same page

See how YesSmile.AI helps dental teams collaborate more effectively and deliver better patient care.