Healthcare AI & PMS Integration · Case study

Scaling Clinical Dental AI Across Dentrix, OpenDental, and ClearDent

How we engineered a multi-PMS diagnostic integration and clinical risk profiling workflow for a platform whose practices report doubled treatment case acceptance.

Treatment case acceptance
Up to 70%
Unidentified patient needs surfaced
2X
Additional production per exam
$250 to $330
Major PMS platforms integrated
4
Industry
Healthcare
Client
Anonymised (NDA)
Type
Healthcare AI & PMS Integration

Client

Who the system is for.

A leading clinical dental AI platform providing chairside preventative intelligence, patient risk profiling and personalized treatment recommendations for dentists, hygienists and multi-location DSOs.

Problem

What was breaking before the build.

Dental teams struggled to turn raw patient health histories and exam findings into consistent treatment plans. Critical care opportunities in hygiene, restorative dentistry, orthodontics and sleep apnea were frequently missed during busy appointments. At the same time, connecting clinical AI tools to fragmented practice management systems like Dentrix, OpenDental, ClearDent and Tracker created heavy data sync bottlenecks and slowed down chairside handoffs between hygienists and dentists.

Solution

What we designed and shipped.

Our healthcare engineering team built a unified diagnostic workflow and PMS integration layer in four parts.

  1. Multi-PMS data sync

    Real-time bi-directional connectors for Dentrix, OpenDental, ClearDent and Tracker that pull patient health histories and write back structured exam assessments without disrupting front-office or chairside routines.

  2. AI risk profiling engine

    Standardized exam workflows that analyze multi-source patient data in real time, flag early risk progression and generate personalized care plans.

  3. Hygienist-to-dentist handoff UI

    A clean chairside interface that streamlines patient preparation and gives dentists clear, visual treatment recommendations during the exam.

  4. Compliance and security architecture

    HIPAA-aligned privacy controls and encrypted patient data pipelines, built to support the client's FDA and Health Canada regulatory requirements.HIPAA-aligned

Measurable results

Results reported by our client across practices using the platform.

01

Up to 70% treatment case acceptance

Practices doubled their treatment acceptance rates compared to the 30% to 40% industry standard.

02

2X unidentified patient needs

Automated risk profiling surfaced twice as many preventative and restorative care opportunities per exam.

03

$250 to $330 additional production

Every new patient and recall exam produced measurable additional treatment recommendations.

04

4 major PMS platforms connected

Integrations deployed across Dentrix, OpenDental, ClearDent and Tracker.

Outcome

Dentists and hygienists see risk profiles and treatment recommendations inside the exam, on top of the PMS they already run. Our client reports treatment case acceptance of up to 70%, twice as many patient needs surfaced, and $250 to $330 additional production per exam.

Map one manual workflow to an automated one.

Bring the task that eats the most staff time and the systems it touches. An engineer will tell you what is automatable with your vendors’ access, and what is not.

How we work

Scope first, named engineers, biweekly demos, and you keep the repo.

  1. Scope before code

    We write what is being built, what is excluded, integrations, dates and cost basis before the build starts. Changes get quoted before they get coded.

  2. Talk to the people doing the work

    You meet named engineers and designers. There is no account manager translating technical questions in both directions.

  3. Working software every two weeks

    Increments land on staging you can open and use. Progress you can click on beats progress in a status report.

  4. You own everything

    Repository, cloud account, domains and credentials stay yours. We work in your accounts wherever possible.

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FAQ

Short answers drawn from this case study.

What problem did the healthcare case study address?

Dental teams struggled to turn raw patient health histories and exam findings into consistent treatment plans. Critical care opportunities in hygiene, restorative dentistry, orthodontics and sleep apnea were frequently missed during busy appointments. At the same time, connecting clinical AI tools to fragmented practice management systems like Dentrix, OpenDental, ClearDent and Tracker created heavy data sync bottlenecks and slowed down chairside handoffs between hygienists and dentists.

What did Three Index build?

Our healthcare engineering team built a unified diagnostic workflow and PMS integration layer in four parts. Multi-PMS data sync: Real-time bi-directional connectors for Dentrix, OpenDental, ClearDent and Tracker that pull patient health histories and write back structured exam assessments without disrupting front-office or chairside routines. AI risk profiling engine: Standardized exam workflows that analyze multi-source patient data in real time, flag early risk progression and generate personalized care plans. Hygienist-to-dentist handoff UI: A clean chairside interface that streamlines patient preparation and gives dentists clear, visual treatment recommendations during the exam. Compliance and security architecture: HIPAA-aligned privacy controls and encrypted patient data pipelines, built to support the client's FDA and Health Canada regulatory requirements.

What changed for the team running the system?

Dentists and hygienists see risk profiles and treatment recommendations inside the exam, on top of the PMS they already run. Our client reports treatment case acceptance of up to 70%, twice as many patient needs surfaced, and $250 to $330 additional production per exam.

Tell us what you are trying to build.

Send a short description of the project. You will get a reply from someone technical, with questions worth answering. Not a brochure.