Built for advisors.
The one platform where the advisor and the practice see the same truth, in real time. No exported spreadsheets. No stale numbers. Just shared clarity — so your recommendations land.
Who this is for
If you advise a dental practice from the outside, this is your seat at the table.
Independent consultants
Coach more practices, in less time, with live numbers in front of you.
Consulting firms
Equip every consultant on your team with the same source of truth.
Marketing agencies
Prove ROI with real PMS production, not vanity metrics.
Financial planners & CPAs
Production, collections, AR — live, without chasing the office.
The practice's trusted advisor
Invited in by the owner, working from the same data they see.
What you get as an advisor
The tools you wish every client practice already had — finally shared with you.
Shared real-time dashboards
You and the practice work from the same KPIs — no spreadsheets, no exports.
Goals & accountability
Set targets, track progress, and surface where the team needs your coaching most.
Multi-client portfolio view
Every client practice in one place. Spot who needs attention this week, fast.
Advisor-grade reporting
Clean, client-ready reports that make your recommendations land.
How the advisor relationship works
Practice owns the data
TeamCare lives inside the practice, connected to the PMS.
They invite you in
A few clicks gives you shared access — no extra logins to chase.
You see live KPIs
Same dashboards as the owner, updated in real time.
You work from one truth
Recommendations land because the numbers are not in dispute.
Running many client practices? See TeamCare Enterprise.
Firms managing dozens or hundreds of practices get a dedicated platform — cross-client benchmarking, custom data feeds, and white-glove onboarding.
Ready to advise from the same screen as your client?
Show us your advisor workflow — we'll show you how TeamCare fits in.
Talk to us about advisor access