Fintra for Dental

Run the whole practice.
Not just the chair.

Fintra runs the money, trust, and people side of your practice and closes the loop the clinical software leaves open. The note writes itself from the visit and a clinician signs it, that signed note auto-codes and becomes a clean claim, and an AI front desk answers every call and text so a missed call is never a lost patient. Fintra works alongside Eaglesoft, Dentrix, or Open Dental, reading clinical data through a connector and owning everything downstream.

Works alongside Eaglesoft, Dentrix & Open Dental Ambient scribe that signs and seals AI front desk, 24/7 Built for multi-location DSOs HIPAA-minded by design
Fintra · Claims Worklist● demo · clearinghouse in design-partner
Delta Dental#A4471
note auto-coded D2740 · posted to ledger
$1,240 paid
Cigna#A4468
missing perio charting → AI appeal drafted
$680 denied
MetLife#A4462
AI verifying coverage & remaining max
$2,100 eligibility
Aetna#A4455
ERA reconciled · write-off sealed
$430 paid
AR >30d down 41% (illustrative) · 3 appeals auto-draftedevery adjustment sealed
The problem

Your practice-management software was built for the clinic, not the money.

Claims leak

Denials pile up, appeals never get filed, and EOBs are reconciled by hand, so the money you earned sits in AR aging by payer.

Charting is a nightly tax

Clinicians finish notes after hours, and thin documentation is exactly what payers use to deny. The record that should pay you becomes the reason a claim bounces.

The phone rings out

The front desk is chairside, so calls go to voicemail. A missed call is a patient dialing the next practice on the list, and they rarely call back.

Treatment plans stall

The best case in the chair dies at the front desk over cost. Without financing at the point of care, the patient walks and never comes back.

Comp is a spreadsheet

Associate and hygiene pay on production and collections is calculated by hand every period, error-prone, disputed, and impossible to audit.

Multi-location, no single view

Every office runs its own PMS and its own front desk, so the group stitches location numbers together in a spreadsheet and closes the month once per office.

How it fits

Keep Eaglesoft. Fintra owns everything downstream.

Charting and clinical notes stay in the software your clinicians trust, and Fintra reads that production through a connector and owns everything downstream: the ambient scribe, coding, claims, financing, and the books. You keep the clinical tool your team knows; Fintra runs the money side around it.

Your clinical PMS

Eaglesoft · Dentrix · Open Dental · Denticon · CareStack

  • Charting & clinical notes
  • Scheduling & recall
  • Procedure & production data
Clinical connectordesign-partner
Fintra owns the back office

Money · Trust · People + the two dental modules

Ambient scribe & signed notesCDT auto-coding & claimsAI front desk (voice + text)Patient financing & paymentsAccounting & consolidationProvider compensationPayroll & bill payGovernance & evidence
Keep Eaglesoft. Fintra owns everything downstream. Prefer to consolidate later? Fintra can also run scheduling, the AI front desk, and billing itself, so you can leave the clinical PMS behind when you are ready.
The two modules that matter

Claims that pay. Patients who say yes.

Every practice already has accounting and payroll somewhere. These two are where a dental back office lives or dies, the claim that pays and the patient who says yes, so we built them in, not bolted on.

Claims & Revenue Cycle
from signed note to posted cash

The signed clinical note auto-codes to CDT, eligibility is verified before the visit, and the claim scrubs clean so denials are caught up front. It drafts and queues the claim for the clearinghouse, ERAs and EOBs auto-post to the ledger, and denials come back as AI-drafted appeals with the missing attachment flagged. AR aging by payer shows exactly where money is stuck.

  • Signed note auto-codes to CDT, then scrubs clean
  • Real-time eligibility & remaining benefits
  • Clearinghouse-ready claim, ERA & EOB auto-posted
  • AI appeals with the missing attachment flagged
Patient Financing & Payments
the plan that used to stall on cost

Offer financing chairside with a soft credit pull, no hard hit, an instant decision, and the practice paid upfront. Text-to-pay and automated balance plans collect what insurance does not cover, so the treatment plan that used to die at the desk becomes a yes and a paid balance, and case acceptance climbs.

  • Point-of-care soft-pull approval, funded upfront
  • Text-to-pay & automated balance plans
  • Plans presented chairside, not at the desk
  • Every approval SentriAI-guarded & sealed
One platform · three engines

The Fintra platform, tuned for dental.

The same Money · Trust · People engines that run any modern business - with the dental specifics built in.

Money · Dental Finance

From a signed note to posted cash, plus the back office your PMS forgot.

Real accounting for one location or fifty, budgeting and provider P&Ls, bill pay, and payroll. The dental revenue cycle runs end to end: the signed note auto-codes, the claim scrubs clean and queues for the clearinghouse, the ERA posts, and provider compensation on production and collections is computed from that same connected data and guarded before a dollar moves.

  • Multi-location accounting & consolidation
  • Note to CDT to clean claim to posted cash
  • Provider comp & hygiene bonuses from production
  • Budgeting, provider P&Ls, payroll & guarded bill pay
Explore practice finance
Fintra · Provider Compensationfrom clinical production
Dr. Nguyen
associate · 32% of collections
prod $84,200$24,180 allow
Sarah H.
hygiene · base + $8/UDA bonus
prod $22,400$1,760 bonus allow
Dr. Patel
associate · 30% + $9,500 floor
prod $28,900$9,500 floor hold
Comp computed from connected clinical production, guarantee floors applied, every pay-run release sealed as evidence.
Trust · SentriAI Governance

The note is signed and sealed. Every refund and write-off gets a verdict.

The clinical note is signed by a named human and becomes tamper-evident: corrections are addenda, never silent edits. The places money leaks, insurance write-offs, patient refunds, voided visits, financing approvals, each get a verdict grounded in your real books and become hash-chained, recomputable evidence. Governance is decide-and-prove; enforcement is staged.

  • Signed, immutable chart notes with addenda-only edits
  • Refund / void / write-off fraud checks
  • Financing approvals guarded at point of care
  • One trust score across people & AI agents
Explore Trust
Fintra · Claims Worklist● demo · clearinghouse in design-partner
Delta Dental#A4471
note auto-coded D2740 · posted to ledger
$1,240 paid
Cigna#A4468
missing perio charting → AI appeal drafted
$680 denied
MetLife#A4462
AI verifying coverage & remaining max
$2,100 eligibility
Aetna#A4455
ERA reconciled · write-off sealed
$430 paid
AR >30d down 41% (illustrative) · 3 appeals auto-draftedevery adjustment sealed
People · AI Workforce

Dentists, hygienists, front desk, and AI teammates on one org chart.

Hiring is the hardest thing in dentistry right now, so the Workforce Graph puts every provider, front-office role, and AI teammate on one chart priced against the same P&L. The ambient scribe hands clinicians their evenings back and the AI front desk covers the phones, with an AI recruiter and interviewer that stay advisory and a named human who always approves.

  • Recruit associates & hygienists faster
  • Ambient scribe cuts documentation time
  • AI front desk covers phones & text
  • Humans + AI agents, trust-scored
Explore People
Fintra · Patient Financingpoint of care
Treatment plan
$4,800 · crown + implant
approved
$212/mo
24 months
soft pull
no hard credit hit
$4,656
funded today
Case acceptance up · practice paid upfront · text-to-pay for the balance · every approval SentriAI-guarded and sealed
Ambient AI Scribe

The note writes itself. A clinician signs it. It can never quietly change.

Fintra listens to the visit and drafts the clinical note and perio findings while the dentist works, so charting stops eating evenings. Nothing is filed until a named clinician reviews and signs, and once signed the note is locked: corrections are dated, attributed addenda, never silent edits.

Ambient clinical & perio scribe

The exam, the diagnosis, and the perio charting are drafted from the conversation in the operatory and structured into the note fields your clinicians already use. The dentist reviews and edits, rather than transcribing after hours.

Signed by a named human

Nothing reaches the chart or a claim until a licensed clinician reviews and signs. The scribe drafts and suggests; the human decides. Who signed, when, and from what source is captured on the record itself.

Tamper-evident & immutable

Once signed, the note is hash-chained and locked. A change is a dated, attributed addendum, never a silent overwrite, so the record holds up to an auditor, a payer, or a dental board request years later.

Dental templates & code systems

Templates for exams, hygiene, restorative, endo, perio, and oral surgery, aware of CDT, SNODENT, and ICD-10, so the signed note is already structured to code, not free text a biller has to re-read and interpret later.

Transcription is a provider seam

Speech-to-text runs through a pluggable provider and is live for design partners, not one-click for every account yet. The governance, signing, and sealing around it are the shipped Fintra platform.

Note to Cash

One signed note becomes a coded claim becomes posted cash.

The moment a note is signed, the revenue cycle runs itself on one ledger: the note auto-codes, eligibility is checked, the claim scrubs clean, it submits, the payment posts, and what insurance does not cover turns into a patient plan you actually collect.

Signed note auto-codes to CDT

Procedures and diagnoses come straight from the signed note, coded to CDT with the right diagnosis pointers, so coding is a review step, not a re-keying step, and every code traces back to the exact note that justifies it.

Eligibility & clean-claim scrub

Coverage and remaining benefits are verified before the visit, and every claim scrubs for the denial reasons that actually bite: missing attachments, frequency limits, downgrades, and coordination of benefits. Denials get caught up front, not weeks later.

Queue, track & auto-post

Claims are drafted and queued for the clearinghouse and tracked to adjudication, then ERAs and EOBs auto-post to the ledger with the write-off sealed, so reconciliation stops being a hand-keyed monthly slog. The 837P clearinghouse handoff is a design-partner seam today.

Denials & patient payment plans

Denials come back as AI-drafted appeals with the missing attachment flagged, and the remaining patient balance becomes a text-to-pay link or an automated plan, so both sides of the dollar get collected.

Recall & reactivation revenue

Overdue hygiene, unscheduled treatment, and lapsed patients are surfaced by what the visit is worth and routed to the AI front desk to rebook, turning the recall list into recovered production instead of a report nobody works.

Vs the modern cloud PMS

CareStack, Denticon, Vyne — where Fintra fits, and where it wins.

The cloud systems moved dentistry off the server closet, but they still hand the dollar to a separate accounting system. Fintra is the money layer that owns it all the way to the sealed dollar — integrate the clinical tool you run, or replace it.

vs CareStack — the all-in-onereplace

CareStack makes the same all-in-one promise Fintra does — clinical, scheduling, RCM, payments, engagement. Fintra wins where it counts: real multi-entity accounting, provider comp computed from production, governed hash-chained evidence on every write-off and refund, and an ambient scribe that signs and seals. The claim isn’t assembled from modules — it’s one signed-note → CDT → clean-claim → posted-cash loop.

vs Denticon — the DSO systemintegrate

For the 100+-location DSOs Denticon runs, Fintra doesn’t fight the clinical + scheduling core — it sits on top: read production through the connector and own the consolidated books, provider comp, financing, controls, and the note-to-cash cycle. This is the "keep your PMS, own everything downstream" story, aimed at the enterprise system a group already trusts.

vs Vyne — claims & attachmentsride the rail

Vyne’s moat is electronic attachments — getting the bitewing, perio chart, and narrative to 800+ payers. Fintra rides an attachments/clearinghouse rail rather than rebuilding 800 payer connections — but with an edge: the ambient scribe generates the attachment (signed perio chart + narrative) at the point of care, so it isn’t a manual dig. The attachment writes itself.

Electronic attachmentsin build

The one thing every dental payer needs to adjudicate, and the top thing we’re adding: auto-attach the perio chart, X-ray, and narrative from the signed note and the imaging bridge. In build — the claims engine underneath it is live: tooth/surface-aware CDT coding, per-quadrant SRP expansion, clean-claim scrub, 270/271 eligibility, and 835/ERA auto-posting.

Patient self-service & tx-plan e-signin build

Online self-scheduling, digital intake forms, and treatment-plan presentation with e-signature acceptance — the surface CareStack and Denticon lead with — wired straight into point-of-care financing, so a "yes" at the chair is a signed plan and a funded balance. In build alongside the AI front desk that already books, texts back, and takes payment today.

AI Front Desk

A missed call is a lost patient. Fintra answers, day or night.

Fintra answers the phone and the texts like your best receptionist. It books and reschedules, texts back every missed call in seconds, takes payment, and answers the questions that clog the front desk, handing off to a human the moment it should.

Missed-call text-back

Every unanswered call gets an automatic text within seconds offering to book or answer questions, so the patient who would have dialed the next practice on the list stays yours instead of becoming a voicemail nobody returns.

Voice & text booking, 24/7

New patients and reschedules are booked around the clock against your real schedule and rules, and last-minute cancellations are backfilled from the waitlist before the chair goes empty.

Text-to-pay & reminders

Balance reminders, confirmations, and recall nudges go out by text with a pay link attached, so statements get paid and no-shows drop without adding front-desk headcount.

FAQs & insurance questions

Hours, directions, new-patient forms, and "do you take my insurance" are answered instantly and consistently, freeing the front desk for the patient standing right in front of them.

Governed & escalated

Every booking, payment, and change is logged and governed like any other action, and anything outside its confidence or policy hands off to a named human, so automation never runs unsupervised. Voice and telephony are a pluggable provider seam.

DSOs & multi-location groups

One ledger. Fifty locations. One roll-up.

Dental groups run on spreadsheets stitched across offices that each have their own PMS and their own front desk. Fintra puts every location on one chart of accounts and one governance model, so the group sees the whole business without a monthly fire drill.

Consolidated financials & per-location P&L

One chart of accounts across the group with per-location, per-provider, and per-chair P&Ls that roll up in real time, so the DSO closes the month once, not once per office.

Benchmarking across the group

Production per chair, collection rate, no-show rate, case acceptance, and AR by payer compared office to office, so the group sees which location needs help and which playbook is worth copying everywhere.

Standardized contracts & fee schedules

Payer contracts, fee schedules, and comp models managed centrally and applied per location, so a renegotiated rate or a new plan flows to every office without re-entry or drift.

De novo & acquisition onboarding

A newly opened or acquired location inherits the group chart of accounts, controls, and governance on day one, so an add-on practice is producing clean claims and consolidated numbers immediately, not after a six-month integration.

One governance model everywhere

The same verdicts, trust scores, and sealed evidence apply at every location and roll up to the group, so a refund in one office and a write-off in another are held to the same policy and auditable from one place.

Security & compliance

Governed, evidenced, and audit-ready.

Powered by SentriAI. Every dollar-moving action and every signed note is decided against your real books and locked as evidence you can hand an auditor, a payer, or a dental board, not a compliance binder you update once a year and hope holds up.

Frameworks & controls, mapped once

HIPAA, HITECH, SOC 2, PCI-DSS for card and patient financing, and patient-data DLP, 76 frameworks and 275 controls mapped a single time, so one governed action satisfies many at once. Adding a framework points at the same evidence instead of starting the mapping over.

Records, access & retention

Signed chart notes, addenda, and disclosures carry a full who-touched-what trail, with minimum-necessary access, patient records requests, and retention handled inside the same evidence graph rather than a separate log or a filing cabinet.

AI Action Governance

Every refund, insurance write-off, adjustment, financing approval, note signature, or access change gets a verdict and an Action Trust Score before it lands. SentriAI decides, records, and gates where it is wired in; broader automatic enforcement across every workflow is staged, so today it always decides and proves.

Recomputable agentic evidence

Each governed action and each signed note is hash-chained and mapped to the real controls it satisfies, so verify_chain() re-derives the whole chain from your data, tamper-evident and reproducible. Scoring is deterministic and explainable, never a black box; the source-system connectors remain design-partner.

Grow

Fill the schedule. Pay the people who fill it.

Security keeps the money you already earned; growth brings in more of it. Fintra runs new-patient acquisition, referrals, reviews, and provider commissions on the same books and the same governance, so a new patient becomes a paid, sealed treatment plan without leaving the platform.

New-patient acquisition

Fill open chairs from real demand: local search, web, and referral sources tracked to the treatment and collections they actually produced, so spend goes to what fills chairs, not vanity clicks and lead counts nobody can tie to revenue.

Referrals & reviews

Track where new patients come from, specialist referrals, member-get-member, and post-visit reviews, attributed to the treatment and collections they actually produced, so you invest in what fills chairs.

Provider commissions, guarded

Associate and hygiene incentives computed straight from connected production and collections, with clawbacks on refunds, reversals, and unearned draws, every commission run scored and sealed as evidence like any other pay run.

Lead to treatment plan to paid

A new lead becomes a presented treatment plan, a point-of-care financing decision, and a funded, reconciled payment in one flow, one system from first contact to the sealed dollar, with no hand-off to a separate CRM.

Continuous assurance

Continuous controls for dental practices.

Fintra tests each control against your entire transaction population - not a quarterly sample. When an item fails, it opens an Exception with a tamper-evident receipt mapped to the exact SOX-404 control objective, reviewable in an auditor portal.

Full population
every item, not a sample
Exception
only failures surface
Tamper-evident receipt
sha256, hash-chained
SOX-404 control
mapped to the objective
Auditor portal
time-boxed review
Refund / write-off approval
Live

Tested continuously via the dual-approval test handler on every patient refund and account write-off over threshold.

SOX-CA-02 · Dual approval
Month-end close checklist
Live

Tested continuously via the month-end close-checklist handler.

SOX-CA-10 · Close checklist
Charge-capture integrity
Roadmap

Roadmap - charge-capture completeness against the day sheet; the population is not yet wired.

Roadmap · charge capture

Honest scope: only controls marked Live map to a control test that runs today against the real transaction population. Roadmap and Attestation controls are shown for scope - where a population is not wired, Fintra says so rather than reporting a pass. It complements your GRC and external audit; it does not replace them.

See continuous assurance
Where we are, honestly

The Money · Trust · People engines are the shipped Fintra platform. What is real today is more than the clinical-first tools admit: the dental claims engine generates a tooth/surface-aware 837D (per-quadrant SRP expansion, dental-specific segments), scrubs it against NCCI/MUE-style edits, runs 270/271 eligibility, and auto-posts the 835/ERA split into insurance-paid, contractual write-off, and patient responsibility. What is NOT built yet: electronic attachments (the perio chart / X-ray / narrative a payer needs) and patient self-service (online self-scheduling, digital intake, treatment-plan e-signature) are in active development, and clearinghouse transmission is a design-partner seam. The clinical-PMS connectors (Eaglesoft, Dentrix, Open Dental, Denticon, CareStack), the ambient-scribe transcription (speech-to-text), the AI front-desk voice and telephony, the clearinghouse, and the patient-financing lender are a pluggable provider seam, live for design partners and on the near-term roadmap, not a one-click integration for every practice yet. CDT coding and claim scrubbing are AI-assisted and always reviewed and signed by a licensed human before a claim is submitted. We will always tell you what is production-ready versus what we are building with you. In demos, no real money moves and no PHI is used.

Designed for your role

Same platform for dental — framed around the seat you sit in.

The whole back office runs on one governed ledger. See how Fintra fits the role you own.

See Fintra run your practice's money.

Bring one location or your whole group. We'll show the ambient scribe, note-to-cash claims, the AI front desk, financing, and the evidence trail on your kind of practice.