Smart Automated Workflow for Modern Dental Teams
Every conversation becomes action.
Voice. Billing & Claims. Insurance Verification. Encrypted Email. E-Fax.
One platform. One login. Every one of them a ConnectSAW module.
Answer the call, follow up the claim, check the coverage, send the encrypted email, deliver the fax. Every one of them becomes a task with an owner and a due time, in one place your whole front desk can see.
Calls, inside your practice workspace. A call rings with the caller’s chart beside it, a missed call texts the patient back and becomes a task, and every voicemail lands in the same inbox as texts, email and fax. Your current practice number works with ConnectSAW.
Claims, statements and collections in one connected view of the money side of your practice, with the follow-up owned by someone instead of sitting in a tray.
Coverage, eligibility and benefits next to the rest of the visit prep, so the front desk knows what is covered before the patient sits down.
Practice email in the same window as everything else, plus secure, coded delivery for anything carrying patient information. A link, a one-time code, every open logged.
Send and receive faxes without the machine. Your letterhead on the cover page, delivery status your team can follow, and incoming faxes in the same inbox as the rest of the day.
Illustration: notifications arriving around the ConnectSAW dashboard. A completed payment, insurance coverage verified before a visit, a delivered fax and a confirmed appointment.
The ConnectSAW dashboard has two home screens: the Command Center tile grid and the Classic overview, with a greeting, four counters and the Messages, Tasks and Quick Actions cards. Both show the same front desk; every practice picks the one it prefers.
Sample dashboard activity shown for illustration.
Text a payment link. The patient pays by card on their phone; the receipt and the record post themselves.
Explore PaymentsSend and receive faxes without the machine, with your practice letterhead on the cover page. Incoming faxes land in the same place as everything else.
Explore E-Fax
Intake and consents signed on the patient’s phone. The signed PDF files itself to the chart.
Explore Digital Forms
Everything that comes in becomes a task with an owner, a status and a due time. Nothing lives in one person’s head.
Explore TasksAppointments, confirmation texts and reschedules, with the patient’s reply sitting right next to the slot.
Explore Schedule
Two-way texting in one shared inbox the whole team can see. Photos, attachments and forms sit right in the thread. Nothing waits in one person’s phone.
Explore MessagesCoverage information
Benefits and patient context
Verification follow-up
Records, referrals and anything with patient information go out as a secure link instead of an attachment. The recipient gets a one-time six-digit code by text, or by email if they won’t give out a mobile number. They enter it and read the message on our page. Nothing is readable until it’s unlocked, nothing sits in a personal inbox, and nothing rides along in a forward.
Connect the practice’s Gmail or Outlook account and read, reply and send from inside ConnectSAW. Staff never handle the password. Every message is logged against the patient it belongs to. And when someone leaves, you switch their access off. No password change, no scramble, no shared login.
You write it and choose “Send securely.”
Same compose window, one extra choice.
They get a link and a code.
The code goes by text, or by email if there’s no mobile number. You pick, at send time.
They enter the code and read it.
Attachments included. Every open is written to the audit log.
Sending to another dental or medical office? Choose the email code: most offices will not hand out a mobile number, and that is exactly the case this was built for.
Secure delivery supports HIPAA-compliant workflows. It does not replace your practice’s own policies, training or a signed Business Associate Agreement. We’ll cover all three on the demo call.2
2 kinds of email. One window. No second subscription.
A text or a call becomes a patient record and a task.
Intake and consents signed at home.
The schedule fills itself in.
The front desk sees the whole story on one screen.
Payment requested, paid, and posted.
5 steps, one flow, zero sticky notes.
CALLS & VOICEMAIL
Calls, inside your practice workspace. They ring with the caller’s chart beside them, voicemail lands in the inbox, and a missed call becomes a task, not a sticky note.
Explore VoiceCLAIMS & COLLECTIONS
Claims, statements and collections, walked through on a demo built around your practice’s billing workflow.
Explore Billing & ClaimsELIGIBILITY & BENEFITS
Patient coverage details and the verification follow-up your team handles before each visit, in one workspace.
Explore Insurance VerificationSECURE CORRESPONDENCE
Practice email in the same window as everything else, plus coded, secure delivery for anything carrying patient information.
Explore Encrypted EmailDOCUMENT DELIVERY
Send and receive faxes without the machine, with your practice letterhead on the cover page.
Explore E-FaxPATIENT COMMUNICATION
Two-way texting in one shared inbox the whole team can see. Photos, attachments and forms sit right in the thread.
Explore MessagesINTAKE & SIGNATURES
Intake and consents signed on the patient’s phone. The signed PDF files itself to the chart.
Explore Digital FormsTHE PATIENT RECORD
One record per patient: every message, form, payment, fax and appointment on a single timeline.
Explore PatientsGETTING PAID
Text a payment link. The patient pays by card on their phone; the receipt and the record post themselves.
Explore PaymentsAPPOINTMENTS
Appointments, confirmation texts and reschedules, with the patient’s reply sitting right next to the slot.
Explore ScheduleTHE WORKFLOW ENGINE
Everything that comes in becomes a task with an owner, a status and a due time. Nothing lives in one person’s head.
Explore TasksINTERNAL COMMUNICATION
Internal messages and group chats, kept out of the patient thread. Replaces the sticky notes on the monitor.
Explore Team ChatPRACTICE REPUTATION
See new Google reviews as they land, get told about the bad ones first, and reply without leaving ConnectSAW.
Explore ReviewsRECALL & CONFIRMATIONS
Appointment reminders at the timing you choose, with a way for patients to confirm their visit.
Explore RemindersNEW PATIENT INTAKE
A new patient registered in one screen, ready to text, schedule and send forms to.
Explore Add PatientSTAFF & ACCESS
Invite staff, set what each role can see, and switch access off in one click when someone leaves.
Explore TeamPRACTICE CONFIGURATION
Practice details, roles and security switches in one place, not seven support tickets.
Explore SettingsDiagram: twelve ConnectSAW modules arranged around the ConnectSAW mark, each connected to the centre. Every module links to its product page.
Product names are the trademarks of their respective owners. ConnectSAW is an independent product and is not affiliated with or endorsed by any of them.
Let’s review your practice’s systems. Tell us which practice management system you use and how your team handles patient records, appointments and billing. We’ll walk through the connection setup for your office.
Every connection is TLS. Sensitive patient fields are individually encrypted in the database with AES-256-GCM, not just the disk underneath it.
Your practice’s data is isolated by the database itself, on every single query: a rule the database enforces, not a filter the application remembers to add.
Front desk, provider, billing, office manager: each person sees what their job needs. Build a custom role when none of ours fits yours.
Every user, every login. A code by email, or an authenticator app. There is no switch to turn it off.
Who opened what, when, and from where. That includes every time a secure message was unlocked. Exportable when your compliance officer asks.
We sign a Business Associate Agreement with your practice before any patient information moves. Ask for it on the demo call.
HIPAA compliance is shared work. ConnectSAW provides the safeguards, the audit trail and the agreement; your practice’s own policies, training and access decisions do the rest. We’ll walk through where the line sits before you sign anything.2
We price per practice, after we’ve seen how yours works.
Practice size, how many people are on it, and which modules you switch on all move the number, so we’d rather quote you honestly than post a price that doesn’t fit. Here’s what a demo actually is: a walkthrough of ConnectSAW against your own front-desk workflow, and a written quote for your practice.
Every conversation becomes action.
You send us a note.
Practice name, your name, and what you’re running today.
We reply with two times.
Usually the same working day.
We walk your workflow, then send a quote.
Thirty minutes, on your screen, with your questions.
Prefer email? Email us about a demo or write to us at info@connectsaw.com
Please don’t send patient information to this address. It’s a regular mailbox, not a secure one.
