Multi-tenant dental practice management and patient engagement SaaS
A cloud platform for dental and orthodontic groups that run many locations and need one system for the full patient lifecycle, from first booking to recall, without letting any location see another's data.
The problem
The group ran each franchise on a different tool. Reporting took days, onboarding a new location took weeks, and the owners could not prove that one location's patient data was separate from the next. Their legacy vendor shared one database for everyone.
How we approached it
We designed the platform around tenant isolation first. Every location is a tenant with its own database, credentials and encryption keys, created by an automated onboarding job. On top of that sit four roles, each with a different surface: super admins for the network, clinic managers, practitioners and patients. Patients get a portal and AI generated onboarding and aftercare videos so front desk teams stop repeating the same instructions.
What we built
- Isolated database per franchise location, created and migrated by a control plane
- Role based access for super admins, clinic managers, practitioners and patients
- Multi-factor sign-in with short lived JWT access tokens on REST APIs
- Conversational assistant and AI generated videos for onboarding and post-operative instructions
- Appointment scheduling, treatment plans, billing cycles and insurance verification workflows
- Network wide reporting that reads from per tenant data without moving it into one shared store
How the pieces fit together
Security and compliance controls
- Separate database and keys per tenant
- Append only audit log of every record access
- Enforced MFA for staff, rate limited patient sign-in
- Per tenant backups and tested restores
- PHI-free staging environments
Outcomes for the operator
- New locations go live from a checklist instead of a project, because onboarding is automated.
- Owners can answer a regulator or a franchise buyer about data separation with architecture, not with a promise.
- Front desk staff spend less time repeating instructions because patients receive them in their portal and by video.
- Network reporting works without copying patient data into a shared warehouse.
Technology
Integrations
Representative engagement. Client details and internal figures are withheld under NDA. Compliance depends on how a system is operated as well as how it is built, and your own counsel decides what applies to you.
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