Step 1
Complete intake
Share business/contact metadata, PMS context, data type routing, and diagnostic priorities.
Dental Diagnostic Onboarding
Start Your Dental Revenue Leakage Diagnostic
Complete a short intake, confirm your PMS system, and SignalCare will route you to the right agreement, secure data, and diagnostic workflow.
Find the revenue already hiding in your practice. Diagnostic estimates. PMS validation required.
Step 2
Sign agreement + BAA when applicable
Complete the agreement packet and applicable HIPAA addendum before sensitive data moves.
Step 3
Securely provide PMS exports or API authorization
Use the approved secure data-room workflow after agreement execution.
Step 4
Receive leakage report + 30-day action plan
Get prioritized findings, worklists, executive reporting, and practical next steps.
Please do not submit PHI, patient identifiers, PMS exports, claims files, or A/R files through public website forms. PHI workflows are handled through approved secure delivery methods and applicable agreement terms.
Low-Friction Start
A short intake before any data exchange.
The public form only collects business/contact metadata, PMS context, data type routing, and diagnostic priorities. No uploads. No patient identifiers. No PMS files.
Confirm the agreement path before sensitive data moves.
Identify the PMS and whether Open Dental API, exports, or another route fits.
Treat uncertain data as PHI until the correct workflow is confirmed.
Agreement Packet
Agreement + Data Authorization
The agreement packet includes the Client Services Agreement, Dental Revenue Leakage Diagnostic Statement of Work, HIPAA Business Associate Addendum, Data Handling/Security Addendum, and optional Non-HIPAA Addendum.
Download Review PacketRequest Prepared Agreement
Download the clean review packet now. SignalCare prepares the final signing copy after intake and before any PHI, PMS exports, claims, or A/R files move.
Manual Status Updates
Agreement Sent
Agreement Signed
BAA Required
BAA Complete
Secure Data Delivery
Secure upload/API setup is provided after agreement execution.
Do not email PHI or submit patient data through public website forms. SignalCare will provide the approved secure delivery method after the proper agreement terms are in place.
Open Dental
Use export files or approved API/customer key workflow. Do not paste API credentials into this website. SignalCare will provide secure API authorization instructions if needed.
Dentrix
Use requested report/export pathway. SignalCare will provide the export checklist after agreement execution.
Eaglesoft
Use requested report/export pathway. SignalCare will provide the export checklist after agreement execution.
Dentrix Ascend
Use available export/reporting pathway. SignalCare will confirm the correct file request after intake.
Other PMS
SignalCare will confirm feasibility and the right export path. Do not upload PHI through public forms.
Open Dental
Use export files or approved API/customer key workflow. Do not paste API credentials into this website. SignalCare will provide secure API authorization instructions if needed.
Dentrix
Use requested report/export pathway. SignalCare will provide the export checklist after agreement execution.
Eaglesoft
Use requested report/export pathway. SignalCare will provide the export checklist after agreement execution.
Dentrix Ascend
Use available export/reporting pathway. SignalCare will confirm the correct file request after intake.
Other PMS
SignalCare will confirm feasibility and the right export path. Do not upload PHI through public forms.
Deletion Tracking
Raw data deletion is tracked, not guessed.
Admin status fields support retention follow-up after report delivery. Files should not be automatically deleted unless the approved secure storage API and deletion policy are confirmed.
Admin-visible fields
- Raw data received date
- Final report delivered date
- Payment complete date
- Raw data deletion due date
- Raw data deletion completed date
- Deletion confirmation sent date
Manual actions
- Mark raw data deletion scheduled
- Mark raw data deleted
- Send deletion confirmation
- Archive engagement
Ready for the intake?
It takes about five minutes and helps SignalCare route the right next step.